Powered by PAN and FORGE AI, our approach combines implementation readiness, AI capability building, governance frameworks, and scalable deployment models to accelerate enterprise-wide AI adoption with measurable business impact.

Case Studies

leveraging-data-to-improve-client-acquisition-for-the-wholesale-banking-segment

Wholesale bank boosted client acquisition by 15% via CRM-integrated lead gen

Client wanted to grow their wholesale banking business by acquisition of new clients, decreasing attrition, and deepening existing relationships by leveraging internal bank data and external data sources

customer-service-improvement-for-a-health-insurance-player

Leading insurance player boosted customer retention by 15% after overhauling customer service

A leading domestic health insurance player wanted to understand how to improve and make their customer service experience best in class in order to ensure customer retention and smooth customer journey.

optimization-of-a-business-segment-and-institutionalizing-client-relationships

Leading wealth firm cut churn by 20% by institutionalizing client ties during RM shifts

A wealth management company wanted to identify inefficiencies existing within the current business and develop strategies to achieve scalable business growth

usage-of-analytics-to-implement-a-scorecard-to-access-the-creditworthiness-of-a-loan-applicant

Leading NBFC cut loan TAT by 20%+ with an automated, data-driven credit scorecard

A leading Indian NBFC wanted to update and improve its scorecard used to assess the creditworthiness of a loan applicant

Leading health insurer cut complaints 30% by launching a proactive self-service channel

Designing a consistent, scalable, and solution-oriented service process for a major health insurance player in India

digitization-of-the-los-journey-for-pre-owned-car-loans-of-a-leading-nbfc-in-india

Leading NBFC cut used car loan TAT by 50% by automating the LOS journey for digital partners

A leading NBFC in India wanted to digitize and automate their used car loan LOS journey to enable them to get a larger share of business from online marketplaces and aggregators

designing-a-consistent-scalable-and-solution-oriented-service-process-for-a-major-health-insurance

Leading health insurer cut customer complaints 30% through a proactive self-service channel

A leading health insurer wanted to create a consistent, scalable, and solution-oriented service process for its customers with other financial services on its platform to enhance affordability of the products available on the platform

Investment firm found 5 key credit card switching factors after analyzing 801 user surveys

An investment firm wanted to understand the credit card market in India and usage behavior across the customers in terms of spending pattern, different credit cards used and their feedback, preference for payment modes as per activities, etc.

study-on-distribution-channel-for-an-insurtech-player

Global PE investor validated 5 key agent churn drivers by surveying 500 insurance agents

The client wanted to invest in a leading online insurance platform and hence had the following specific objectives

digitizing-domestic-trade-finance-process

Global fintech enabled 50+ SME manufacturers to access faster credit by digitizing trade finance

Client wanted to digitize domestic trade finance process which would help SME traders and manufacturers in availing easy and faster credit facilities

enabling-a-philanthropic-fund-house-to-understand-online-adoption-behavior-of-farmers

IT major's fund refined farm finance offering to 78,000 farmers based on behavior study

The study aimed to provide client inputs related to online purchase patterns of farmers to help it design a suitable offering

consumer-buying-study-and-travel-characteristic-for-a-bike-taxi-platform-across-16-indian-cities

Leading bike-taxi firm found churn drivers & uplift via 1,000+ commuter & 50+ ex-user interviews

Detailed view of a bike-taxi commute across Indian cities to gain deep insights about key influencers and pain points that shape consumer behavior. Competitive benchmarking and NPS analysis of major bike-taxi players in India to understand key strengths and weaknesses.

Leading student housing firm built predictive churn tool via 300 surveys & 10 personas

Retention improvement of a major millennial housing player: Conducted deep customer research to identify reasons for retention and forfeiture across personas and segments.

knowledge-partner-for-csr-foundation-of-an-fmcg-major-to-identify-viable-solutions-to-covid

CSR foundation cut evaluation time by 60%, screening 1,600+ entries to support COVID innovators

The study aimed to evaluate and shortlist applicants to a grant for developing solutions to combat COVID

growth-strategy-and-scale-up-for-a-nbfc-client

MSME-focused NBFC cut loan TAT ~40% & identified 5 new products for cross-sell

We helped an NBFC client to identify additional loan products to scale up their business. We leveraged our benchmarking abilities to understand best practices for loan and sourcing processes in the industry. Our recommendations helped our client to widen its product portfolio with 5 additional loan products; further, reduced the TAT for the loan process by ~40%