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Client 360° Scoping Assistant

Transform messy client conversations and invoices into actionable insights, upsell opportunities, and churn prevention strategies.

Scoping Assistant
₹45.6M
Total Inflow
12
Active Clients
67.3%
Wallet Share

🛑 The Problem Today

Relationship Managers are drowning in unstructured data

📝

Unstructured Conversations

Client insights live on sticky notes, scribbled pads, or memory

📊

Fragmented Data

Invoices, transactions, and client calls are spread across systems

⏰

Time-Consuming

RMs spend hours piecing data together instead of building relationships

❌

Missed Opportunities

Upsell chances and churn signals often go unnoticed

💡 The Solution: Scoping Assistant

An AI-powered agent that transforms chaos into clarity

📥

Ingests Unstructured Data

Invoices (PDFs), transcripts (text, audio, notes), even live client calls

🤖

Analyzes Automatically

Extracts inflows, outflows, transaction summaries, payment histories, and wallet share

📊

Builds 360° Portfolio View

Overview dashboards, Sankey charts for money flow, risk/upsell signals

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Provides Dynamic Drilldown

Client-specific profiles with chat-based intelligence

🎯

Guides Next Actions

Suggests upsell strategies, risk mitigations, and client engagement steps

📊 What It Delivers

See the power of AI-driven client intelligence

📈 Total Inflows & Outflows

Real-time financial flow tracking across all clients

⏳ Pending Invoices & Overdue Risks

Automated alerts for payment delays and collection risks

🏆 Top Counterparties & Wallet Share

ICICI's market position vs competitors for each client

🚨 Smart Alerts

Churn risks, negative sentiment, overdue payments

👤 Client Info & Relationship Sentiment

AI-analyzed relationship health and communication tone

💰 Cost & Revenue Center Breakdown

Payroll, Vendor Payments, SaaS revenue, Multi-currency analysis

📊 Wallet Share Analysis

ICICI vs competitors with growth opportunities

💬 Interactive Chat Interface

"Ask: What's the next best action?" - AI-powered recommendations

🚀 Upsell Signals

New teams, new geographies, increasing transaction volumes

⚠️ Risk Signals

Delayed payments, poor sentiment, competitor usage

💡 Suggested ICICI Products

AI-recommended products to pitch based on client needs

📅 Next Steps & Follow-ups

Automated reminders and action items for RMs

🌍 Why This Matters

Transform your relationship management with AI

👨‍💼

For RMs/AMs

Instant understanding of client portfolios, saving hours of manual prep

🏦

For Banks

Higher wallet share, reduced churn, better cross-sell execution

🤝

For Clients

Personalized conversations, faster resolution, stronger partnerships

📈

For Executives

Rich dashboards across all clients to spot trends and risks

Ready to Transform Your Client Intelligence?

It's not a dashboard. It's your AI co-pilot.

Powered by

Upload Documents

Upload Client Documents

Upload invoices and transcripts to build comprehensive client intelligence. The system will automatically process and analyze your documents using AI.

📄

Invoice Documents

Upload PDF invoices for automatic data extraction and analysis

📄

Drop PDF invoices here or click to browse

Supports multiple PDF files. Maximum 10MB per file.

🎙️

Transcript Documents

Upload meeting transcripts, call recordings, or text files for relationship analysis

🎙️

Drop transcript files here or click to browse

Supports .txt, .pdf, .mp3, .wav files. Maximum 25MB per file.

Scoping Assistant

Portfolio Overview

Last updated: Loading...
👥
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Total Clients
+2 this month
💰
-
Total Inflow
+12.5%
📤
-
Total Outflow
+8.2%
⏳
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Pending Payments
15 invoices
📊
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ICICI Wallet Share
+3.2%
⚠️
-
Clients at Risk
Requires attention

Client Portfolio

Client Name Contact Sentiment Total Inflow Total Outflow Pending Wallet Share Risk Level Actions

Portfolio Trends

Client Analysis

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💰
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Total Inflow
📤
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Total Outflow
📊
-
ICICI Wallet Share
😊
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Sentiment

Financial Flow Analysis

Revenue Centers (Inflows) → Cost Centers (Outflows)

💰 Key Insights

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Largest Outflow

Payroll represents the highest cost center, indicating significant operational expenses

🎯

Growth Opportunity

Multi-currency inflows show potential for international expansion

⚡

Efficiency Gap

Vendor payments could benefit from automated reconciliation

🔍

Risk Assessment

Cloud hosting costs are moderate, suggesting good cost control

📈 Flow Summary

Total Inflows: ₹4.5M
Total Outflows: ₹2.3M
Net Position: +₹2.2M

Revenue & Cost Centers

💬