Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future

2/19/25 11:00

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Customer 360
Solutions

Connect complex customer data to drive revenue, cut costs, and reduce churn

We design and build advanced analytics and visualization solutions which weave together disparate datasets and bring your customers to life in rich detail. Optimizing systems to improve prospecting and solve complex customer problems, we deliver sophisticated, real-time analytics and intuitive UI solutions. Have the next best conversation every time.

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Customer 360
The Challenge

Establishing a unified view of customer insights to increase sales and cut costs with disconnected and dispersed data is extremely complex

Petabytes of information are created every day. Amongst this expansive and complex data are critical insights to create highly accurate customer profiles. The problem is pulling it together into easy-to-understand and action views. New technology and smart innovation is helping to connect disparate datasets and empower sales, marketing and service teams to connect the dots between touchpoints, interactions and sentiment.

Key Use Cases

Customer 360 - Campaign Analytics

Campaign Analytics

Customer 360 - Prospect Targeting

Prospect Targeting

Customer 360 - Next Best Conversation

Next Best Conversation

Customer 360 - Churn Avoidance

Churn Avoidance

Customer 360 - Cross-Sell | Upsell

Cross-Sell | Upsell

Customer 360 - KYC - Customer 360

KYC - Customer 360

How we help

High-powered analytics and visualized data

Our expert teams work with you to deploy the perfect blend of technology and innovation to achieve your business goals. Focusing on reducing costs, accelerating time to market, and improving accuracy, we turn data into actionable customer insights to help you acquire, retain, and grow. Whether it's a custom solution or leveraging our out-of-the-box software accelerators, we’ll help you understand your customers more deeply than ever before.

Acquire

Intelligent Prospecting

Reduce customer acquisition costs through increased prediction accuracy leveraging real-time interaction data. Optimize campaigns and target the right customer cohorts to deliver outsized marketing ROI.

Retain

Engage At-Risk Customers Early

Identify patterns with AI and ML to predict churn risk, highlight the best next conversations, and avoid issues before they begin. Build processes and customer journeys that create customer advocates.

Grow

Pinpoint Upsell and Cross-Sell

Accurately segment customers to target optimal revenue potential and prioritize products for upsell and cross-sell opportunities. Unlock customer growth hidden in your historical data.

Explore our work in Customer 360
Our impact
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Our
Customer 360
Partners

Innovating with market-leading partners 

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Outcomes

Curate a 360-degree connected view of your customers

Integrating customer-facing tools and applications and leveraging the latest analytics technology, Expero helps you better understand customer behavior and visualize campaign performance.  Whether you are using SalesForce, Marketo, HubSpot, or any other platform, Expero can help you up your game.

Enhanced sales targeting and marketing accuracy

Enhanced campaign analytics make it easy to identify who to target with which incentive. Utilize AI/ML to see precisely how you influence your pipeline and sales volume.

Reduced customer churn

Recognize and predict characteristics and behaviors indicating churn risk and respond swiftly with targeted precision.

Real-time Cross-Sell and Upsell Recommendations

Leverage AI, ML, and supercharged analytics to make automated, highly accurate recommendations for customers in real-time to drive upsell and cross-sell revenues.

Improved Customer Experiences

Our solution enables you to go above and beyond for customers and build market-leading experiences that turn occasional purchasers into brand advocates. Hyperpersonalization powers more tailored experiences to increase loyalty, and drive revenue growth with next-best conversations and dispute avoidance.

Next-generation analytics

AI, ML, and graph tools provide unrivaled insights into your customer data while making customer journey mapping proactively easy. We help you accelerate good outcomes and get in front of the bad.

Enhanced sales targeting and marketing accuracy
Enhanced sales targeting and marketing accuracy
Enhanced sales targeting and marketing accuracy
Enhanced sales targeting and marketing accuracy
Single connected view of your customers
Features

Engineering and software to accelerate your path to growth

Expero designs and delivers innovative and future-proof Customer 360 solutions that help teams turn prospects into advocates. No matter the complexity, we can craft a bespoke solution or extend what you already have with our pre-built modules and assets to cut costs and accelerate time to market.

Single connected view of your customers
Single connected view of your customers
Single connected view of your customers
Single connected view of your customers
Optimal delivery

Flawless execution delivered to order

Whether we leverage our ready-made, modular software or design and deliver a custom solution, our teams will help you create an innovative solution fast.

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Customer 360

Exceptional customer experiences as standard

Our Connected Customer 360 software solutions can bolt on to your existing systems to get you closer to your customers, fast. Connect data streams into configurable dashboards and unify your customer view for all your teams across your operation. Improve marketing performance, sales pipeline, and grow your business.

Our Connected solution empowers you to create truly memorable customer experiences, reduce churn and engage a loyal customer base.

Acquire

Identify, and target the right prospects with the right marketing messages and campaigns.

Retain

Deliver effortless experiences that keep customers coming back for more.

Grow

Keeping existing customers happy and finding new customers with ease, grow your brand and improve your margins.

Featured modules
Featured industries
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Entity Resolution

Reporting

Work Flow Management

Anomaly Management

Analytics

Scenario / What If

Data Explorer

Dashboard

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insights gallery

Our thinking

Dive into our world and find out what we have to say about technology, UX, and software development.

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Upcoming Event

Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future

This session builds upon the previous webinar's exploration of digital transformation in wealth management. It delves into the convergence of wealth/asset management with banking, insurance, and planning, focusing on hybrid digital solutions and emerging technologies. Topics include integrating traditional and digital practices, scaling advisor impact (fractional investing, platform services), streamlining operations, the future of financial planning (AI), and meeting evolving client expectations. Provides a roadmap for implementing digital strategies and capitalizing on emerging trends.
Register now
Blog

Your App Is Slow: That Darn Demo Dataset

Especially early in product development, small custom-built datasets are the order of the day.

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Blog

Centralized Configuration Management – Part 2 – Retrieving and Using the Data

In the second part of this blog post we are going to look at a simple methodology for applications to take advantage of a centralized and transparent configuration store. I had thought this was going to be the hardest part of this project yet it turned out to be the most straightforward. This was done by implementing our own ProtectedConfigurationProvider class which gave us the ability to inject configuration data at runtime from any source available to me. I settled on this approach based on a lot of searching but which has been nicely condensed in several blog posts you can read here and here.

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Case Study

Predictive Analytics for Kinsa Health

Can you predict and plan for the flu? Expero built a data product including a long term forecast for modeling the spread of influenza-like illness across the United States using a cutting edge deep learning model.

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Explore All Insights

Let’s discover the customer insights to propel you forward

Together we can build you a customer engagement and analytics platform to help you grow your revenues and expand your audiences.