Personalized Recommendation Engine
Strategic
89
Financial
80
Confidence
65
Risk
63
Capacity
49
Total Score
71
Initiative Name
Personalized Recommendation Engine
Executive Sponsor
Chief Digital Officer
Project Cost
$6,700,000.00
Status
Proposed
Investment Type
Growth
Business Owner
VP, Customer Lifecycle
Short Description
AI-driven personalization layer across the digital customer portal, mobile app, and outbound channels. Models next-best-offer, bind probability, and retention risk per customer, surfacing context-relevant offers (umbrella, life, increased limits) at moments of high intent.
Strategic objectives
Increase digital channel conversion and self-service adoptionPrimary
Personalized cross-sell and bind-probability surfacing is the primary conversion lever for the digital channel.
View on Strategy pageGrow Revenue in Underpenetrated Customer SegmentsSecondary
Recommendation engine targets under-penetrated segments via behavioral cohorting.
View on Strategy pageBuild Scalable Enterprise Data and Analytics CapabilitiesSecondary
Builds on the modernized data warehouse and ML feature platform.
View on Strategy page