Skip to content

Ismat-Samadov/yelo_DataAnalyst

Repository files navigation

Yelo Bank Customer Analysis & Product Strategy

Market Analysis and Product Recommendations 2024

Executive Summary

Analysis of 17,160 unique customers with a total loan portfolio of 199.5M AZN reveals distinct market segments and opportunities for targeted product development. Our findings suggest a three-tiered credit card strategy to maximize market penetration while maintaining portfolio quality.

Market Analysis

Customer Base Distribution

Unique Customers Count

Our customer base shows clear segmentation with strong concentration in professionally active age groups:

  1. Early Career Dominance (31-40)

    • 40.2% of customer base (6,905 customers)
    • Core productive age group
    • Highest digital adoption potential
    • Strong financial stability indicators
  2. Mid Career Strength (41-50)

    • 22.8% of total customers (3,914)
    • Highest financial capability
    • Strong credit history
    • Premium product potential
  3. Young Professional Growth (25-30)

    • 12.8% market share (2,196 customers)
    • Highest growth potential
    • Digital-first preferences
    • Future value opportunity

Loan Distribution Analysis

Total Loan Count

The loan count distribution reinforces our segment analysis:

  • Early Career: 8,125 loans (40.5%)
  • Mid Career: 4,633 loans (23.1%)
  • Young Professional: 2,506 loans (12.5%)

Key Finding: Multiple loan tendencies increase with career progression, indicating growing financial sophistication and needs.

Financial Capacity Analysis

Average Loan Amount

Average loan amounts reveal distinct borrowing capacities:

  • Mid Career: 11,632 AZN (Highest)
  • Early Career: 10,007 AZN
  • Young Professional: 7,339 AZN

Portfolio Quality Indicators:

  • Standard deviation increases with age, suggesting more diverse financial needs
  • Higher average amounts correlate with career progression
  • Young professionals show most consistent borrowing patterns

Portfolio Value Distribution

Sum of Loans

Total portfolio value analysis reveals:

  • Early Career: 81.3M AZN (40.8%)
  • Mid Career: 53.9M AZN (27.0%)
  • Young Professional: 18.4M AZN (9.2%)

This distribution supports a tiered product strategy targeting different value segments.

Product Strategy Recommendations

1. Infinity Credit Card (Premium Tier)

Target: Mid Career Segment

  • Justified by highest average loan amount (11,632 AZN)
  • 53.9M AZN total portfolio value indicates premium capacity
  • Lower customer count but higher value per customer

Features:

  • Unlimited cashback on all purchases
  • Global airport lounge access
  • Full travel insurance package
  • 24/7 concierge service
  • Metal card design
  • Extended warranty on purchases
  • Priority banking services

2. Visa Signature (Core Tier)

Target: Early Career Segment

  • Supported by largest portfolio share (81.3M AZN)
  • 40.2% customer base demonstrates market potential
  • Consistent 10,007 AZN average loan amount

Features:

  • 2% cashback on everyday purchases
  • Domestic airport lounge access
  • Travel rewards program
  • Purchase protection
  • Extended warranty
  • Mobile banking benefits
  • Flexible payment options

3. Platinum Card (Growth Tier)

Target: Young Professional Segment

  • 18.4M AZN portfolio with growth potential
  • 7,339 AZN average loan shows responsible borrowing
  • 12.8% market share with expansion opportunity

Features:

  • 1.5% cashback on all purchases
  • 0% intro APR for 6 months
  • No annual fee first year
  • Basic travel insurance
  • Digital-first experience
  • Lifestyle rewards program
  • Automated savings features

Implementation Strategy

Phase 1: Market Entry (Q1-Q2 2025)

  1. Launch Infinity Card to top 20% of Mid Career segment
  2. Roll out Visa Signature to Early Career professionals
  3. Introduce Platinum Card with digital-first campaign

Phase 2: Market Development (Q3-Q4 2025)

  1. Expand Infinity Card to top Early Career customers
  2. Enhance Visa Signature rewards based on usage patterns
  3. Scale Platinum Card through partnership programs

Phase 3: Market Optimization (2026)

  1. Introduce segment-specific value propositions
  2. Develop cross-segment upgrade paths
  3. Launch premium features for each tier

Expected Outcomes

Portfolio Growth

  • 25% increase in Mid Career segment value
  • 35% growth in Early Career customer base
  • 50% expansion in Young Professional segment

Customer Engagement

  • 40% digital banking adoption
  • 30% increase in transaction volume
  • 25% improvement in customer satisfaction

Risk Management

  • Maintain portfolio quality through tiered approach
  • Reduce acquisition costs through targeted marketing
  • Improve cross-selling through segment-specific offers

Releases

No releases published

Packages

No packages published