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Nelsonian Solutions

Work

AI engagement ecosystem for a regional commercial bank

Client
A regional commercial bank
Sector
Financial services
Engagement type
Prototype and specification

Client anonymised at the client's discretion. Reference available on request under NDA.

The situation

A regional bank with customer engagement spread across campaigns, channels and teams, and no single view of what was working or what to do next for a given customer.

What we were asked to do

Prototype an AI-assisted engagement ecosystem: an executive view, lead scoring, next-best-action, campaign surfaces and the assistant that ties them together.

What we did

  1. 01

    Explainable before clever

    Lead scoring surfaces its contributing factors. A score a human cannot explain to a customer or a regulator is not a score the bank can use.

  2. 02

    Narrative from data

    The executive dashboard carries an AI narrative summary generated from the underlying figures, not from a prompt about them, so that the summary cannot say what the data does not.

  3. 03

    Show it working

    Public campaign microsites, gamified missions and a campaign ROI simulator made the prototype something an executive could try, not a deck.

What was built

  • Executive dashboard with an AI narrative summary
  • Lead scoring with surfaced factors
  • A next-best-action engine
  • A page-context AI assistant streaming over server-sent events
  • four public campaign microsites
  • Gamified missions and rewards
  • A campaign ROI simulator

What it produced

  • The bank has a working prototype and a specification from which a production build can be procured, with the AI boundary, the scoring factors and the data dependencies made explicit.

Client anonymised at the client's discretion. Reference available on request under NDA.

Next step

Information Technology Consulting

Two to three weeks

Product Discovery and PRD Sprint

A build-ready PRD with requirement IDs, data model, non-functional requirements and acceptance criteria: the same artefact the firm writes for its own products.

Deliverable
A build-ready PRD with requirement IDs, data model, non-functional requirements and acceptance criteria