references

HolistiCRM References

At HolisticRM, we’re proud to showcase a portfolio of forward-thinking projects that push the boundaries of AI and machine learning. Our references include cutting-edge solutions in geolocation, location-based AI recommendation systems, branch visit and store sales prediction, as well as cross-industry affinity models and AI innovations in manufacturing.

Machine Learning

For largest CEE oil-retail service stations

Fresh Corner Optimal location and format identification with
GeoX spatial data enrichment and Machine Learning models.

Solution: Molgroup as part of its 2030 strategy increases its retail presence at their service stations. The objective of Machine Learning model was to identify based on mainly external geolocational information the right retail Fresh Corner format for every service station. That fits micro locational target market. The model among few hundreds of GeoX features takes into account profitability and Nash equilibrium related variables. For the right restaurant format fast food chain locations and performance.

Technology: Solution and results has been delivered with Azure ML, Power BI, Azure Datafactory

Customer: MolGroup largest CEE Oil Company

Business Domain: Retail Network Expansion

Delivered Solutions

• Holistic AI Algorithm Ensemble
• GeoX 100×100 catchment area analysis
• Competition analysis Nash Equilibrium
• Foursquare Google based Bayes Average Visitor Prediction
• Automated machine learning model training

Location based AI Recommender

Hyper-personalized recommender engine

Delivery Hero/“Net Pincér” Email Resposne Rate Boost and
Recommendation Engine with Machine Learning

Solution: NetPincér is the largest food delivery service wanted to increase its email campaign response rate. To support this, we have built multiple Machine Learning binary classification models. Based on the success of initial response rate analysis we have developed complete recommender engine to increase click thru rates on top of increased open rates with personalized offers. We leveraged Azure Matchbox Machine Learning recommending model boosted with GeoX geolocational indexes.

Solution: selected the best models and provided an automated learning scoring process.

Result: A+2.5X Open Rate, +3.5x Click Thru Rate Presented by Satya Nadella as case study at Microsoft ConferenceTechnology:Azure ML, Power BI, Azure Datafactory

Customer: Netpincér / Foodpanda / Delivery Hero

Business Domain: E-commerce, marketing

Key Deliverables

• 250% Open Rate increase
• 350% Click Through Rate increase
• Endorsement by Satya Nadella CEO of Microsoft
• Automated Data Processing
• Machine Learning predictive response model (champion challenger model selection)
• Automated retraining
• Automated hand off file generation with specific output format for email sending
• Power BI Dashboard track emails, map visualization, campaign tracking

Customer branch visit prediction

Customer level branch visit prediction for largest CEE bank

Predicting number of customer branch visits with Machine
Learning on a customer and branch level based on internal
transactions and Geolocational features OTP Bank Data
Discovery Challenge

Solution: Predicting retail banking customer and branch pair level visits based
on past transactions, channels, and product ownership information (34 Features). As part of feature enhancement, we have enriched initial features with geodemographical (GeoX) indexes and added calculated features. As a result of increased number of (1483) features managed to improve accuracy significantly. Multiple models has been trained for different subsegments. We have combined for each segment different models and approaches into an ensembled model.

Result: In global competition with 40+ participants launched by OTP (largest retail bank in CEE) within 6 days 5th position globally 2nd place among Hungarian teams.

Technology: GeoX 100×100 Geolocational databases. SQL, SPSS, Azure ML

Customer: OTP Bank

Business Domain: Digital, X-Sell, Billboard advertisment

Key success criteria

• Feature enhancement from 34 features to 1483 GeoX features
• Space time distance calculations
• Workplace identification based on transaction k nearest neighbor centroid
• Applied gravity model
• Holistic Machine Learning hyper tune
• Holistic Algorithm Ensemble
• Collaborative filtering

AI optimized offer hierarchy

Affinity based cross-sell for inbound and outbound in banking

Citibank Next Best Offer – Customer Affinity based offering.

Solution:Next Best Offering framework covered whole lifecycle of retail banking
customers. NBO framework covered all the main product (20+) and service offering. We have built separate customer affinity models for each product and service. This enabled offer hierarchy in inbound and best mix offering for outbound channels. This helped maximizing revenues with given outbound sales capacity. The Machine Learning framework also supported preferred channel mix selection.

Results: 6X+ Booking Rate improvement. EMEA X-Sell award

Technology: SQL Server 2008R2, Analysis Services, Integration Services, Database and Reporting Services

Customer: Citibank (EMEA Region)

Business Domain: X-Sell, Callcenter capacity optimization, marketing cost, revenue and channel mix optimization

Key Features

• Optimized inbound and outbound Cross sales performance
• Training of Analysis Services 27 Machine Learning models
• Automated Score and campaign eligibility scoring
• Continuous test and control monitoring
• Data Driven campaign success reporting
• Self service reporting multidimensional cubes
• Incentive calculation

AI driven Retention program

Credit Card Retention

Card Retention Program
Machine Learning based Retention Program

Solution: State of the art customer lifecycle holistic retention model. Customer
Retention offers based on customer level churn/attrition probability and future value. Customer future value calculated based on affinity for further products and product lifetime revenue. Machine Learning influenced the effort and value based incentive structure. Automated scoring and reporting provided transparency and continuous management control.

Technology: SSQL Server 2008R2, Analysis, Integration, Database and Reporting Services

Customer: Citibank (Hungary, Romania)

Business Domain: Segment, Product & Portfolio management

Key Deliverables

• 250% Open Rate increase
• 350% Click Through Rate increase
• Endorsement by Satya Nadella CEO of Microsoft
• Automated Data Processing
• Machine Learning predictive response model (champion challenger model selection)
• Automated retraining
• Automated hand off file generation with specific output format for email sending
• Power BI Dashboard track emails, map visualization, campaign tracking

Customer future value based retention

Customer potential based AI retention

Personal Installment Loan Retention Program
Machine Learning Retention System

Solution: Machine Learning model based Attrition probability, combined with
machine learning based top-up response rate ML models. Framework covered post
lifecycle customers with a special Machine Learning model built around “Back 2 Bank”
campaign responsiveness for ex Personal Installment Loan customers. Solution
included model for best time to call. On top of the models the whole Retention
Program Reporting, effort and value driven incentive was part of solution.

Technology: SQL Server 2008R2, Analysis, Integration, Database and Reporting Services.

Customer: Citibank Hungary

Business Domain: Customer Product and Portfolio management

Key Features

• Machine Learning predictive models (Early Repay, Back2Bank,
Top-up, Grandfather)
• Campaign Management
• Portfolio management, Controlling
• Effort Driven (1- Affinity score) Incentive calculation

Next Best Offer

AI optimized outbound capacity

Cofidis Next Best Offer – Customer Affinity based offering.

Solution: Next Best Offer framework covered all X-Sell acitivities of retail Cofidis customers. NBO framework covered all the main products (Renewable Loan, Low Cost Loan, Debt Settlement Loan) involved in XSell offering. We have built separate customer affinity models for each product offering and service. This enabled offer best mix offering for outbound call centers. This helped maximizing revenues with given outbound sales capacity. The Machine Learning framework also supported preferred channel mix selection and replaced post contact protocol rules with preventive contact protocols.

Results: 40% Booking Rate improvement vs control group.

Technology: Python 3.6 Scikit Learn, IPython Notebooks, XGB model, Logistic Regression, LGBM, Ensemble models. Tensorflow 2.0 Keras

Customer: Cofidis Hungary

Applied Domains: X-Sell, Callcenter capacity optimization, marketing cost, revenue and channel mix optimization

Business Domain: Retail Network Expansion

Key Features

• Training of 3 sets of ensemble Machine Learning models with GeoX Indexes
• Score and campaign eligibility scoring
• Customer Future Value
• Next Best Action Calculation
• Campaign Enhancements
• 40% Booking Rate improvement vs control group

AI based optimal charging location

Finding best locations for electric vehicle charging stations

Electric Vehicle Optimal Charging Location

Solution: We built a machine learning model to predict performance of a potential location for a charger based on past chargers performance and surrounding area geospatial characteristics (GeoX index database). We have built multiple models and selected the best performing models in terms of accuracy. This enabled customer to validate a new location before investing into deployment of a charger to a potential non performing location. GeoX built an mobile application where end user can pinpoint on the map to verify location score (1 best location, 0 no body will charge there).

Technology: Anaconda, Python 3.7 Scikit Learn, IPython Notebooks, XGB model, Logistic Regression, LGBM, Ensemble models. Tensorflow 2.0+Keras, DNN, LSTM, Flask

Customer: Mobiliti (Largest EV charger chain in Hungary)

Applied Domain: EV charger location optimization

Key Features

• Training Ensemble Machine Learning models with GeoX Indexes
• API for real time Scoring
• GeoX Heatmaps

Store sales prediction

Customer visit and sales prediction for retail stores

Rossmann Customer visits and store sales prediction

Solution: Rossmann operates over 3,000 drug stores in 7 European countries. Currently, Rossmann store managers are tasked with predicting their daily sales for up to six weeks in advance. Store sales are influenced by many factors, including promotions, competition, school and state holidays, seasonality, and locality. With thousands of individual managers predicting sales based on their unique circumstances, the accuracy of results can be quite varied.

Results: 5% accuracy increase with external weather data

Technology: R Studio, Ensemble models

Customer: Rossmann Germany

Business Domain: Store Sales Prediction

Key Features

• Training Ensemble Machine Learning models
• Leveraging external School holiday / Weather features

Location sales performance prediction

Location based beer consumption in HoReCa

Borsodi Pub marketing support strength based on consumption
potential.

Solution: Predict Borsodi brand product consumption market potential of different location type (Hotels, Restaurants, Pubs) based on 229 location attributes: Days since open, format, opening hours, location unemployment rate, income, age group, photos taken nearby.

Results: 78% Accuracy just based on external variables.

Technology: Python 3.6 Scikit Learn, IPython Notebooks, XGB model, Logistic Regression, LGBM, Ensemble models. Tensorflow 2.0 Keras, CNN

Customer: Borsodi Hungary Hungary

Applied Domains: Marketing support based on potential.

Key Features

• Training of 3 sets of ensemble Machine Learning models with
GeoX Indexes
• Heatmaps based on consumption
• Key variables drivers of “good locations”
• Decision Tree
• Ensemble model

Cross industry affinity AI models

Insurance cross-sell for utility customers

Insurance X-Sell Machine Learning Model.

Solution: Predict response of electricity or natural gas customers to family accident insurance offer. Machine learning models built based on previous responses to various campaigns and product owned and services used. Feature set has been enriched with GeoX spatial, geodemographic indices. Separate models built for based on product ownership for specific customer segments.

Results: 17% Booking Rate improvement.

Technology: SQL 2019, Python 3.6 Scikit Learn, IPython Notebooks, XGB model, Logistic Regression, LGBM, Ensemble models. Tensorflow 2.0 Keras, CNN, LSTM

Customer: Energia Hungary Applied Domains: X-Sell, Call-centereting capacity optimization, marketing cost, revenue and channel mix optimization

Key Features

• Training of 3 sets of ensemble Machine Learning models with GeoX Indexes
• Score and campaign eligibility scoring

Predicting errors in navigation systems

Predicting signal errors in ESA EGNOS system

Predicting GPS signal errors based on Satellite Location

Solution: We use machine learning to model the EGNOS ground-segment processing computations. The model will be used to predict EGNOS performance in terms of predicted ionospheric and orbit and clock models (Grid Ionospheric Vertical Error/GIVE and User Differential Range Error /UDRE), which can then be translated to predicted protection levels that are important for aviation applications and possible other safety- of-life uses.

Technology: TensorFlow, Convolutional Neural Network

Customer: European Space Agency (ESA).

Applied Domains: Computer Vision, Deep Learning, Image Classification

Key Features

• Predicting EGNOS GIVEI values based on Satellite location, space weather and local weather
• Predicting UDREI values based on Satellite location, space weather and local weather

Location based AI ad targeting optimization

Boost ad performance with earth observation based AI location profiles

BeSpatial.AI: Micro Locational Ads Targeting Optimization

Solution: BeSpatial.AI provides the locations to our Clients where they are the most likely to reach their target audience so they can target their advertising efforts more efficiently.

The system does this by analysing – through the use of Artificial Intelligence – the locations of existing customers and finding new locations that have similar spatial characteristics. When doing the analysis and comparison the system takes into account very large numbers of variables that can be used to describe a given location.
These can include sociodemographic variables, land use, mobility patterns, distances from POIs, earth observation data, housing types, etc.

We have successfully developed a set of machine learning models to classify and identify good and bad locations with a stunning 91%+Accuracy distinguishing good and bad locations from customer density perspective.

Technology: TensorFlow, Convolutional Neural Network

Customer: European Space Agency (ESA)/Cofidis.

Applied Domains: Computer Vision, Pattern Recognition, Deep Learning, Image Classification

Key Features

• GEOX GIS Layers (68 layers)
• ESA, images, remote sensing data, indexes (35 layers)

Location based AI – best site for Solar

Opt For Sol

All-in-one tool for site selection developed for the needs of the
Hungarian, Czech and German market.

Solution: OPT4SOL is an AI-driven site selection tool designed for utility-scale solar projects in Hungary. It integrates satellite imagery, GIS, and over 70 spatial data types to identify optimal locations quickly and accurately. Users can create custom AI models and conduct manual analysis with built-in GIS tools. Developed by GeoX and HolsitiCRM with ESA support, OPT4SOL streamlines solar development and offers a scalable methodology applicable to other European markets. The solution was developed by GeoX and HolsitiCRM in cooperation with, and the support of the European Space Agency (ESA).

Technology: AI-GIS platform

Business Domain: Solar site development

Key Deliverables

• AI-powered platform for detecting and selecting optimal utility-scale solar sites and tested in multiple markets.
• Integration of 70+ spatial data layers from Hungarian and EU sources for comprehensive analysis.
• Custom AI model feature to identify similar high-potential locations based on user input.
• Built-in GIS tools for advanced manual analysis and visualization.
• Scalable methodology adaptable to other European countries with available data.

Manufacturing

Purchase Order Delay Prediction

Solution: Manufacturers depend heavily on timely deliveries to maintain efficient supply chain operations. Currently, human vendor managers predict purchase order delays based on limited historical data and intuition, leading to inconsistent accuracy. Our AI solution analyzes over 11,000 variables, including vendor performance, logistical patterns, seasonality, and external data, to reliably predict whether purchase orders will be delayed. It also categorizes delays into specific time frames for precise supply chain management.

Technology: Mixture-of-Experts AI Model, Extensive Feature-rich Dataset, Delay-Time Classification

Customer: Global Manufacturing Companies

Business Domain: Supply Chain Management, Procurement Optimization

Key Features:
• AI model predicts delays with 74% accuracy, compared
to 44% accuracy by human managers.
• Achieved a 168% improvement over manual predictions.
• Training Ensemble Machine Learning models,
• Leveraging extensive internal and external datasets, including seasonality and logistical features

Results

• AI model predicts delays with 74% accuracy, compared
to 44% accuracy by human managers.
• Achieved a 168% improvement over manual predictions.

Manufacturing

Automated Testing Code Generation with LLM

Solution: In manufacturing, the manual creation of automated testing scripts from extensive product specifications (often exceeding 50 pages across multiple documents) is highly resource-intensive and prone to errors. Our solution leverages advanced Large Language Models (LLMs) to automatically convert these detailed specifications into over 60,000 lines of accurate testing code in under 20 minutes. Utilizing multiple LLM models and tailored fine-tuning methods, the solution efficiently interprets technical documentation while ensuring the integrity and consistency of critical IDs and configurations during code generation.

Technology: Multiple Large Language Models (LLMs), Document Processing Framework,
Function-specific Tooling

Customer: Global Manufacturing Companies

Business Domain: Quality Assurance, Automated Software Testing

Key Features:
• Multi-LLM model integration
• Specialized fine-tuning of language models
• Automated document processing
• Function-specific tooling
• Integrity preservation of IDs and configurations

Results

• 60-80% reduction in manual coding efforts for automated testing.
• Rapid generation of 60,000+ lines of testing code within 20 minutes.
• Significant improvement in test script accuracy and consistency.

Manufacturing

Best Practices Identification with Product Similarity Clustering

Solution: Manufacturing companies with multiple sites often encounter variability in efficiency and best practices. Our AI-powered clustering solution identifies similarities among products across different sites by analyzing Bill of Materials (BOM) descriptions through multidimensional clustering. The system uncovers opportunities for cost reduction, productivity enhancement, and standardized practices by highlighting the most effective methodologies within each cluster. Additionally, it provides insightful impact analyses concerning cost and time improvements achievable by adopting identified best practices.

Technology: Machine Learning Clustering Algorithms, NLP for Material Description Analysis, Impact Analysis Tools

Customer: Global Manufacturing Companies

Business Domain: Production Optimization, Best Practice Standardization

Key Features:
• Multidimensional clustering based on BOM material descriptions
• Product similarity analysis across multiple manufacturing locations
• Cost-time impact analysis
• Identification of actionable improvement opportunities within clusters

Results

• Clear identification of cost-saving and productivity-enhancing opportunities.
• Data-driven insights for standardizing best practices across multiple manufacturing sites.
• Improved efficiency and reduced variability in production processes.

Online Marketing Ads References

Conversion increase

Industry : E-commerce

In the e-commerce sector, we significantly boosted order numbers with our conversion-optimized campaigns. We run cross-border campaigns as well.

Customer: ROKSH, Mogyi

Used platforms: 

• Google Ads – display, search
• Meta – facebook, Instagram
• Tiktok

Google Ads – Display

Facebook

Instagram

Facebook

Conversion and website traffic increase

Industry : Manufacturing, Services

In the manufacturing sector, we saw a substantial rise in website traffic, with a large portion of orders now coming from our online campaigns.

Customer: EDELHOLZ, Solar Express, HAN Spaces Hungary

Used platforms: 

• Google Ads – display, search
• Meta – facebook, Instagram
• Pinterest

Facebook

Google Ads – Display

Pinterest

Facebook – Google

Conversion and website traffic increase

Industry : Healthcare

In the healthcare industry, our campaigns led to notable revenue growth as well. We continuously monitor and optimize our campaigns, making recommendations for budget adjustments, keyword changes, and creative swaps as needed.

Customer: ReproGenesis, Széchenyi Thermal Bath,
Pesterzsébeti Jódos-Sós Gyógy- és Strandfürdő

Used platforms: 

• Google Ads – display, search
• Meta – facebook, Instagram

Google Ads – Display

Instagram

Google Ads – Display

Facebook

Applying for a job

Industry : Recruitments

We can effectively apply online campaigns in the recruitment sector as well. We can acquire leads at a fifth of the cost compared to traditional headhunting firms.

Customer: UNIQA, ROKSH, EDELHOLZ, NFSZ, EURES Hungary

Used platforms: 

• Google Ads – display, search
• Meta – facebook, Instagram
• LinkedIn

Facebook

Facebook

Facebook

LinkedIn

LinkedIn

Dashboard References

Tableau Dashboard for Personal loan product

Marketing Tableau Dashboard focusing for Personal loan product

Erste marketing department requested a comprehensive report on the personal loan application process, starting from which landing page the interested party originated, all the way to the final status of the loan request, including how many days the application was reviewed and the amount the customer received.

Customer: Erste Bank Hungary / Smart Design Digital

Used datasources

• Google Ads
• Google Analytics
• Erste Credit system

Power BI Report

Marketing Power BI Report

WellWay Clinics aimed to integrate all its systems into a single dashboard to track the source of patient arrivals (e.g., campaigns, walk-ins), analyze doctor statistics, monitor call center activities, record examination results and associated revenues, and assess the outcomes of sent emails, among other metrics.

Customer: WellWay Clinics

Used datasources

• Google Ads
• Google Analytics
• Social (Meta)
• Patient traffic data
• Call Center system
• CRM system

Power BI Report

Marketing Power BI Report focusing for Google reviews

MBH Bank aimed to increase both the quantity and quality of its Google reviews. To achieve this, they launched a competition among their branches. Our task was to create a report that would allow them to monitor each branch’s ratings, detailing how many reviews each branch received and the nature of those reviews, as well as how the ratings changed compared to the situation before the competition.

Customer: MBH Bank

Used datasources

• Google My Business
• MBH branch data