BANKING, TELCO, INSURANCE & SUBSCRIPTION
Act on customer risk without exposing customer data
Bring account, usage and engagement signals into one workflow, protect sensitive data before it reaches AI, and prepare relevant outreach for the customers who need attention.
WHAT OPTICIQ ENABLES
Customer intelligence that can actually be used
Bring the signals together
Connect account, usage, support and engagement data without building another set of point-to-point integrations.
Protect customer data before AI sees it
Detect and mask sensitive fields before data reaches a model, agent or downstream application.
Put the result into the workflow
Identify customers who need attention, prepare relevant outreach, and route it for review or delivery.
THE WORKFLOW
Keep protection inside the retention workflow
Customer signals, PII controls, risk logic and AI-assisted outreach run as one workflow, with the right data available at each step.
OpticIQ Studio
SOURCE
Customer data
CRM
Usage data
Support tickets
Engagement
SCRIPT
PII scan
12 sensitive fields detected
Protected before model access
MODEL
Risk scoring
Churn risk
Customer segments
Next best action
SCRIPT
Generate outreach
AI-assisted draft
Uses masked data
HUMAN
Review & approve
Edit as needed
Approve for send
OUTPUT
Send to systems
Write to CRM
Send via email
Run history
Today, 10:24
2m 12s
Sep 2, 14:11
2m 08s
Aug 28, 09:03
2m 21s
Aug 21, 11:17
2m 15s
WHAT CHANGES
Customer data can move without losing control of it
Sensitive data stays protected
PII can be detected and handled before models or downstream systems receive it.
AI has a defined job
Use AI to prepare context-specific outreach rather than handing the entire process to a model.
Teams keep the final say
Add review and approval before customer-facing actions are released.
SEE IT IN OPTICIQ
Save Desk
A retention workflow that identifies customers needing attention and prepares outreach without sending raw personal data through the AI step.
INPUT
Account, usage and engagement signals
LOGIC
PII protection, risk scoring and AI-assisted outreach
OUTPUT
Reviewed retention outreach ready for delivery
BEYOND RETENTION
Use the same controls across customer-facing workflows
Next-best action
Use customer context and defined business logic to determine an appropriate next step.
Service recovery
Surface customers affected by service issues and prepare targeted follow-up.
Renewal outreach
Bring account and engagement signals together before renewal conversations begin.
Customer communications
Use AI-assisted drafting while keeping sensitive data and approvals under control.
OTHER USE CASES
RETAIL & DISTRIBUTION
Inventory & replenishment
Bring sales, inventory, supplier, and planning data into one workflow, and get updated decisions back into the systems your teams already use.
Sell-out data
Aggregate
Forecast
Planning DB
Explore
SUPPLY CHAIN & OPERATIONS
Supply chain risk
Combine operational, sales, and supplier information into one live view of risk.
Machine + sales + vendor
Join & normalize
Risk score
Report
Explore
BANKS, FINTECH, PAYMENTS & INSURANCE
Model validation & monitoring
Evaluate models against defined thresholds before results reach production.
Transactions
Model eval
Assert gate
Publish or block
Explore
Bring us your workflow.
See how your own data, systems, and logic would run in OpticIQ.