Industry Use Cases

Financial Services

ModuleQ has teamed up with the London Stock Exchange Group (LSEG) to create LSEG AI Alerts, an Unprompted AI solution for financial institutions.

    Value to the Enterprise


    Data & Content ROI

    Our business needs to see the value and adoption on first and third-party data investments.


    The Adoption Challenge

    Measuring the ROI on operational expenses like third-party data spend, internal content development, and CRM adoption can be a significant challenge. Companies invest in transforming their operations, technology, and processes only to hit frustrating roadblocks and not realize significant ROI. 

    Solving the Last-mile Insights Delivery Problem

    ModuleQ increases awareness and consumption of first and third-party data and content by proactively alerting users directly within Microsoft Teams. For example, ModuleQ can surface CRM insights configured to match bankers' roles and workflow context, or alert bankers to relevant information from their data feeds, such as significant developments in the market.

    Did you know?

    70% of customers say connected processes — such as seamless handoffs or contextualized engagement based on earlier interactions — are very important to winning their business. (Salesforce

    56% of organizations struggle with different platform requirements across their business, and 49% with siloed data sources that lack sharing and transparency, according to the Institute for Business Value. (IBM)

    According to a survey by Gartner, organizations believe poor data quality to be responsible for an average of $15 million per year in losses. (Gartner)


    Employee Experience

    Our business needs to attract and retain talent but has known issues with work-life balance.  


    The Top Talent Retention Issue

    Enterprise businesses are struggling to provide a positive employee experience (EX), which is essential for retaining top talent. Key pain points include low employee engagement, high turnover, and difficulty finding and attracting top talent. Businesses need to invest in EX to stay competitive and achieve their business goals.

    Work Smarter, Not Harder

    ModuleQ is extensible to mine, index, and then surface content that is most relevant to an individual's current or approaching client conversations, right when they need it, like just before a key meeting.

    Did you know?

    36% of managers say they’re suffering from poor health due to the excessive amount of information they have to process at work. 68% of those managers felt information overload has had a negative impact on their personal and professional relationships. (WorkZone)

    The average employee is only productive for 2 hours and 53 minutes per day. (GoRemotely)

    Did you know? Multitasking is impossible. When we think we’re multitasking, we’re actually context-switching. That is, we’re quickly switching back-and-forth between different tasks, rather than doing them at the same time. The book Brain Rules explains how detrimental “multitasking” can be: Research shows your error rate goes up 50% and it takes you twice as long to do things. (Dent Neurologic Institute)


    Generate & Retain Business

    Our business needs to drive more revenue with new and existing customers


    The Revenue Acceleration Challenge

    Enterprise businesses face significant challenges in customer acquisition and retention in today's competitive market. Acquiring new customers is expensive and time-consuming, and customer churn is high. Businesses need to constantly innovate and adapt to technology and customer expectations to stay ahead of the curve and maintain revenue growth.

    Sounding more informed is what wins

    ModuleQ personalizes customer outreach by delivering a feed of relevant information to customer-facing professionals, helping them engage clients and prospects more effectively. This can help sales teams with greenfield accounts or build on existing sales momentum to shorten the sales cycle and increase win rate.

    Did you know?

    According to Marketing Metrics, the probability of selling to an existing customer is up to 14 times higher than the probability of selling to a new customer. (Market Metrics)

    A study by Harvard Business School found that increasing customer retention rates by 5% increases profits by 25% to 95%. (HBS)

    According to HubSpot, new customer acquisition costs have increased by almost 50% in the past five years.  (HubSpot)