Models / Customer Analytics & CRM

Next Best Offer

Ranks the next product and channel for each retail customer.

ConfidentialCustomer PIILimited riskScoring · 2.1.0 · next-best-offer
96 312K/30d 71

Hit rate@3 (take-up within 60 days)

0.24

Campaign conversion lift vs SAS models

+18%

NDCG@5

0.41

Suppression rule compliance

100%

About this model

Ranks the products each retail customer is most likely to take up next (credit card, personal financing, FD, unit trust, bancassurance, mortgage) and the channel most likely to work, from their holdings, activity and past campaign responses. Eligibility and suitability rules are applied before ranking, so only products the customer can be offered appear.

Intended use

Campaign targeting, relationship manager prompts and in-app offers. Suppression rules (vulnerable customers, recent complaints, do-not-contact) always override the ranking. Credit products shown still go through full credit assessment.

Training data lineage

Rebuilt from the SAS Enterprise Miner propensity models Consumer Banking ran per product since 2019, replaced by one multi-product ranking model. Trained in Vertex AI on customer-360-mart holdings and campaign-history responses in BigQuery, with product eligibility from product-catalogue. Parity with the SAS models signed off by Model Risk Management.

Limitations & bias notes

Recommends from products with enough past campaign history; new products need a cold-start rule for their first two campaigns. Channel preference is weaker for customers who rarely respond to any channel.

#next-best-offer#propensity#cross-sell#campaigns#marketing#rebuilt-from-sas

Ownership and sensitivity

Owned by

Consumer BankingCustomer Analytics & CRM

Accountable owner: Mei Ling Tan

Who approves access

  1. Owner, Customer Analytics & CRM, Mei Ling Tan

Built on by Commercial Banking.

In Grow the customer book, Rebuilt from SAS

Confidential

Business-sensitive. Models and data products scoped to named business units.

Entitlement per business unit, approved by the owner; conditions attach.

Customer PII
Contains or processes personal data about customers (PDPA 2010).

Try it

Live sandbox

customer=C-00518840&segment=emerging

fixture

Evaluation only: restricted models run against synthetic or masked sample data until your business unit's access request is approved.

Feedback

Details

Updated
2026-07-15
Latest version
2.1.0
Licence
Chargeback
Access
Restricted
Framework
LightGBM
Language
N/A