Customer Investment Score
0
Overall fit for scheme recommendation and follow-up.
Estimated Capacity
Pending
Estimated deposit, NCD, or monthly savings range.
Suggested Scheme
Pending
Run intelligence to generate scheme fit.
Business Card / Brochure Image
Image NeededUpload card or brochure
OCR will extract text and update the intelligence dashboard.
Upload an image, or load sample data to see the intelligence screen.
OCR Extracted Details
No OCR text yet.
Business Profile
Pending--
No business captured
Upload a business card or brochure to build the investment intelligence profile.
ContactNeeds capture
DesignationNeeds capture
PhoneNeeds capture
EmailNeeds capture
WebsiteNeeds capture
LocationNeeds capture
Business SegmentNeeds capture
Salary / Income EstimatePending
Customer Investment Score
Combines income capacity, profile strength, contact quality, service category, and scheme suitability.
0
Customer Investment Score
A single score showing whether this customer has enough profile strength, income capacity, and scheme fit for a confident follow-up.
Score reason will appear here after OCR or sample data is analysed.
Investment Action Desk
Awaiting Data
Best Scheme Recommendation
Pending
Estimated capacity will appear here.
Scheme reason will appear here after analysis.
Salary-Based Analysis
For employee visiting cards, enter or correct monthly salary and recalculate the suggested scheme.
Salary estimate will appear after employee analysis.
Next Best Action
- Upload image and run intelligence.
Follow-Up Timeline
Capture business card or brochure.
Complete required bank formalities.
Schedule product discussion.
CRO / BM Message Desk
ReadySavings Budget Analytics
Live Calculation
Monthly Income
Pending
Suggested Save Budget
Pending
RD Monthly
Pending
FD / NCD Yearly
Pending
DD Daily
Pending
Suggested Scheme
Pending
Budget analytics will appear after the profile is analysed.
Overall Meeting Highlights
ReadyMic
Robo Talk Notes
Click Robo Talk and speak meeting discussion. Speech will be recorded as text here.