Financial data analytics engine associated with a customer relationship management system

Abstract

Methods, systems, and computer storage media for providing financial data analytics recommendations using a data analytics engine in a customer relationship management system. The recommendations can be a lead that is information associated with a model-generated suggested consumer solution, an alert of increased risk of attrition, or an alert of increased risk of default. The data analytics engine is configured to generate target variables associated with financial products or the customer relationship and utilize modeling techniques and apply rules to generate recommendations. Operationally, the recommendations are generated based on a data analytics model. Generating the recommendations is based on feature variables that are generated based on aggregation and transformation of customer data and utilizing machine learning models to detect patterns in the customer data using the feature variables. The recommendations can be presented via a financial data analytics interface along with insights that provide plain text explanations of the recommendations.