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Customer Loan Conversion Dataset
Finance & Banking Analytics
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About
This dataset aims to support a digital division of a bank in addressing challenges with lead conversions and increasing customer acquisition through digital channels. The primary objective is to identify segments of potential customers who exhibit a higher conversion ratio from lead to product purchase. This allows for targeted engagement through additional marketing channels and re-marketing efforts. A marketing lead is defined as an individual showing interest in a brand's offerings, representing a potential customer. The bank's strategy involves identifying qualified leads and potential customers by considering loan requests as offers and approvals as indicators of higher conversion.
Columns
- ID: Unique Customer Identifier.
- Gender: The applicant's gender.
- DOB: The applicant's date of birth.
- Lead_Creation_Date: The date when the lead was generated.
- City_Code: An anonymised code representing the city.
- City_Category: An anonymised feature categorising the city.
- Employer_Code: An anonymised code for the employer.
- Employer_Category1: An anonymised feature categorising the employer.
- Employer_Category2: Another anonymised feature categorising the employer.
- Monthly_Income: The applicant's monthly income in dollars.
- Customer_Existing_Primary_Bank_Code: An anonymised code for the customer's existing primary bank.
- Primary_Bank_Type: An anonymised feature indicating the type of primary bank.
- Contacted: Indicates whether contact was verified (Y/N).
- Source: A categorical variable indicating the source from which the lead was obtained.
- Source_Category: The type of lead source.
- Existing_EMI: Equated Monthly Instalment (EMI) of existing loans in dollars.
- Loan_Amount: The requested loan amount.
- Loan_Period: The duration of the loan in years.
- Interest_Rate: The interest rate for the submitted loan amount.
- EMI: The EMI of the requested loan amount in dollars.
- Var1: An anonymised categorical variable with multiple levels.
- Approved: The target variable, indicating whether a loan was approved (1) or not (0), which also signifies if a customer is a qualified lead (1) or not (0).
Distribution
The dataset is provided in CSV format and is split into training and testing sets. It includes partial data on customer loan history from the last three months. The total size of Version 1 of the dataset is 10.07 MB, containing files such as
test.csv (2.99 MB) and train_loan. Specific numbers for rows or records are not detailed.Usage
This dataset is ideal for developing models to predict the probability of customer conversion within the next 30 days. It can be used to identify specific lead segments that are more likely to convert, enabling banks to better target potential customers through additional marketing channels and re-marketing initiatives. It supports optimising digital acquisition strategies and refining lead conversion funnels.
Coverage
The dataset covers customer loan history over the last three months. It includes demographic information such as gender, date of birth, monthly income, and employer details, along with anonymised city and bank features, providing insight into the geographical and customer profile scope.
License
CC0: Public Domain
Who Can Use It
This dataset is particularly useful for marketing divisions of banks, data scientists, and analysts focused on improving customer acquisition and lead conversion. It supports use cases such as:
- Developing predictive models for customer conversion.
- Segmenting leads based on conversion potential.
- Optimising digital marketing campaigns.
- Informing re-marketing strategies to increase product uptake.
Dataset Name Suggestions
- Banking Lead Conversion Predictor
- Digital Banking Acquisition Analytics
- Customer Loan Conversion Dataset
- Bank Marketing Lead Optimisation
- Financial Product Conversion Data
Attributes
Original Data Source: Customer Loan Conversion Dataset
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