CzechiaFinance and insurance2023 – ongoing

Česká spořitelna

Persona 360 personalized tips for branch advisors

Česká spořitelna advisors turned half of their tip-assisted calls into personal meetings

WorkingVendor case studyVendor ↗

Problem

Branch advisors at the bank needed better reasons to contact clients. Generic outreach gave them little to start a conversation with.

Approach

A joint team from the bank and DataSentics built Persona 360 on Databricks, running on Azure. The system creates client notifications from fixed signals, such as a website visit or a large incoming payment, and from predictions such as likely interest in travel or a change in income. The tips reach advisors through the existing CRM as conversation starters.

Results

50%share of calls enhanced by personalized tips that led to a personal meeting, per DatabricksVendor case study[1]

about 27%share of calls that led clients to set up a follow-up call, per DatabricksVendor case study[1]

1,000new personal client meetings from personalized tips in the first three months, per DatabricksVendor case study[1]

Takeaway

Putting predictions into the CRM that advisors already use meant the tips reached them without a new tool to learn.

Sources

AI-driven personalization improves advisor outreach
Databricks14 Sep 2023Vendor publication

Source summaries

[1]Databricks14 Sep 2023

Databricks describes Persona 360, a tool built by the bank and DataSentics that sends advisors personalized client tips through the CRM. It reports the share of tip-assisted calls that led to meetings or follow-up calls, and 1,000 new personal meetings in three months.

Full details are in the original sources.

Added 4 Nov 2026 · Updated 4 Nov 2026