Skip to content
Yogesh Kothari
Broking & Trading

AI-Driven Customer Journey Optimisation Driving Profitable Growth

Challenge Overview

Faced high customer acquisition costs (CAC) and low conversion rates within the lead-to-trading funnel (Lead -> eKYC -> Funding -> Trading) due to increased competition.

AI-Driven Customer Journey Optimisation

Impact Metrics

50% Improvement in Lead-to-Account Opening closure rates

2X Improvement in Funding-to-Margin Addition Ratio

Solution

Data Foundation & Feature Engineering

Utilised Google Cloud and raw user behaviour data from Google Analytics 4. Engineered diverse features from user interactions (time on site, device type, page views, content engagement, referral sources) to understand user intent and quality.

ML-Powered Quality Signal

Developed a predictive lead quality scoring model using CatBoost (gradient boosting algorithm).

Real-Time AI Guidance & Activation

Delivered a real-time predictive quality signal for each lead generated through the website/app acquisition journey.

Optimised Activation

Feed the quality signal to the Call Centre CRM for prioritised lead handling and to Ad platforms (Google Ads, Meta) to enable Value-Based Bidding (VBB), shifting the focus from broad reach to targeting high-potential leads and optimising budget allocation.

Role & Responsibilities

Provided strategic oversight, structured the approach, and provided strategic recommendations to improve efficiency and enhance the feature set variables.

View All Projects