HOW CAN WE BOOST PARTNER CONVERSION?

OVERALL GOALS

∙ Understand and map the partners’ journey at Home;

∙ Identify why the partner's referral doesn't engage.

Journeys mapped as a mystery shopper

HOW WAS THE DISCOVERY

Demographic Data Analysis

Dashboard
Building

MYSTERY SHOPPER JOURNEYS

We are seeking insights to enhance partnership channel experiences and fortify strategic affiliations.

DATA ANALYSIS

I conducted this data analysis to deepen our understanding of customer behavior coming from partnership.

By examining customers' age group, gender, profession, and average income, we seek to discover insights that can guide our customer acquisition strategies.

I investigated the dynamics between leads and converted customers, the reasons for credit requests, and their disclosure with the type of property chosen.

I analyzed the profile of defaulting customers to identify possible areas for improvement in our risk management approach.

DASHBOARD

This dashboard provides a summary view of the demographics and behavior of our partnership-sourced leads and customers.

The dashboard includes lead count, average income, average score, average proposal, number of partnership, and conversion rate. In addition, it presents data related to the reason for the loan, risk clusters, type of property, leads by region, and professions of the leads. This information shapes our procurement, risk management, and service customization strategies.

STRONG POINTS

IMPROVEMENT OPPORTUNITY

Partnership 1

∙ High number of leads generate;

∙ Efficient API integration;

∙ Fast request response time;

∙ Filter questions for clients
using property as collateral.

Partnership 2

∙ Efficient API integration;

∙ Option to select a loan with equity guarantee;

∙ Fast request response time;

∙ Loan rejection includes a suggestion to reapply after 30 days.

Partnership 3

∙ Cost-effective lead generation;

∙ Multiple pathways for accessing

the website through tracked links;

∙ Option to select a loan with equity guarantee.

Partnership 1

∙ Provide pre-information about the credit-offering institution;

∙ Adjust the contact channels for e-mail communication;

∙ Enhance communication with the customer in case of credit denial;

∙ Verify and confirm the customer's score before approval.

Partnership 2

∙ Reduce the sending of offers from other companies during the process evaluation;

∙ Verify and confirm the customer's score before approval

Partnership 3

∙ Ensure proper customer redirection to the website;

∙ Check for any communication issues between iDinheiro and
the company.

Analysis of the journeys of 3 partnership