Dashboard
Customer Analytics by TRX Insights
10 customers
Customer Overview
CC2244
True Discretionary Lifestyle
Income
2.7M
Balance
1.2M
Persona
True Discretionary Lifestyle
Behavioral persona derived from transactional patterns over the last 6 months.
Frequent TravelerHeavy Credit Card UserCafe & Restaurant HopperFX InvestorGold Investor
Average Income (L6M)
2.7M
Average Balance
1.2M
Committed Expenditure
190K
CE / Income Ratio
7.0%
Monetary snapshot
Income vs Balance
Capacity view
Income vs Committed Expenditure
Radar view
Financial Profile
Calculation logic
Each axis is normalized to a 0–100 score against a reference maximum:
- • Income = Avg Income ÷ 3.5M × 100
- • Balance = Avg Balance ÷ 7.5M × 100
- • Spending = (Committed or Discretionary) ÷ 1.8M × 100
- • Investments = # of investor-type behaviors × 22
- • Lifestyle = # of lifestyle behaviors × 20
- • Product Fit = # of recommended products × 25
All values are capped at 100.
Fit ranking
Product Recommendation Score
Calculation logic
Products are ranked by persona-fit score:
- • Base score starts at 95 for the top match.
- • Each subsequent product decreases by 8 points.
- • Formula: score = 95 − (rank × 8)
Ranking is derived from persona behaviors, transactional signals, and product affinity.
Behavioral Signals
Key Behaviors
Frequent TravelerHeavy Credit Card UserCafe & Restaurant HopperFX InvestorGold InvestorStock InvestorRate Sensitive Deposits
Lending Assessment
Strong Lending Opportunity
High spending affluent customer with strong repayment capacity and premium card potential.
Product Recommendations
Best fit products
1
Premium Credit Card
Recommended
2
Travel Rewards
Recommended
3
Airport Lounge
Recommended
4
FX Account
Recommended