DG
DecisionGrid AI
AI-powered Next Best Action Engine for MTS Engagement & Retention
PoC Demo Mode
Synthetic Financial Behavior Data
11–12 Week Deployment
From customer signals to revenue actions.
Most CRM systems tell what already happened. DecisionGrid AI predicts user intent, decides the next best action, executes it, and learns from the result.
Demo Scenario
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User SHN_10293 — Minh, 34
Retail investor · Medium risk appetite · 8-month account age
Interest: banking stocks, defensive assets, fixed-income products
Churn Risk
78%
High risk detected
Engagement Score
31/100
Sharp decline
Trade Orders
0
Last 14 days
Recommended Timing
8:15
Before market open
Behavior Timeline
Login frequency5/week → 1/week
Session time8 min → 2 min
Trade orders9 → 0
Push response42% → 0%
Content signalDefensive market
AI Reasoning
78%Churn Risk
Login frequency dropped by 80% in the last 14 days.
No trading activity despite previous monthly trading pattern.
The user ignored 3 recent generic push notifications.
The user still reads defensive investment content — not lost, but hesitant.
Next Best Action
Recommended Action
Send a personalized defensive-market insight before market open via push + in-app message.