How does a financial services firm improve sales targeting to predict its clients’ desires to invest? Machine learning was the answer for Primary Financial (PFC), a credit union service organization that manages investment programs for institutional inventors. Having already partnered with Fusion Alliance on highly successful technology and cloud initiatives, PFC recently took the leap into the world of machine learning.
- Learn why machine learning can be a market differentiator and how PFC leveraged it to improve sales targeting
- Understand the process PFC underwent to drive success in this initiative
- Gain a general understanding of how to move from concept to execution in machine learning