CI

Customer Investment Intelligence Screen

OCR, business profiling, deposit/NCD capacity, and next best action for CRO/BM visits.
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.

Voice Based AI Capture

Ready
Speak customer profile

Say business name, contact person, designation, salary, phone, service category, and address. The app will fill fields and refresh analytics.

Business Card / Brochure Image

Image Needed

Upload card or brochure
OCR will extract text and update the intelligence dashboard.

Uploaded business material preview
Upload an image, or load sample data to see the intelligence screen.

OCR Extracted Details

No OCR text yet.

AI-Generated 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.
AI reason for score 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.

AI Assistant For CRO / BM

Ready

Savings Budget Analytics

Live Calculation
Monthly Income Pending
Suggested Save Budget Pending
RD Monthly Pending
FD / NCD Yearly Pending
DD Daily Pending
Selected Scheme Pending
Budget analytics will appear after the profile is analysed.