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PROJECTS

Case Studies

Detailed explorations of my graduate-level research projects, demonstrating analytical methodology and measurable business impact.

WELLS FARGO

AI-Powered Brand Reinvention

Developed a comprehensive AI-driven marketing strategy to transform Wells Fargo's customer engagement, leveraging machine learning for churn prediction and behavioral segmentation.

The Challenge

Wells Fargo faced declining customer satisfaction, high churn rates, and lagged behind competitors in AI-powered customer experience. The bank needed to shift from legacy issues to a forward-looking, digitally-enabled financial partner.

Methodology

—Logistic regression model with 10 input features for churn prediction

—K-means clustering to identify four distinct customer personas

—Behavioral data analysis (products, balance, tenure, activity)

—Demographic and financial health segmentation

Key Achievements

81.8% churn prediction accuracy using logistic regression

Identified 4 actionable customer personas via K-means clustering

Developed AI-driven personalization strategy for "Fargo" assistant

Created 24-month implementation roadmap for brand transformation

Quantified potential impact on churn reduction and cross-sell growth

Tools & Technologies

Business Impact

The project delivered a comprehensive framework for Wells Fargo to optimize customer engagement, reduce churn through predictive analytics, and compete with industry leaders like Bank of America's "Erica" AI assistant.

TESLA

Driving Intent: Unlocking EV Adoption

Conducted rigorous market research to identify which consumer perceptions most strongly influence the intention to adopt Tesla vehicles with autonomous features.

The Challenge

Consumers show uncertainty about adopting Tesla's EVs with autonomous features. Key concerns include safety of autonomous driving, familiarity with EV/AV technology, comfort relying on advanced systems, and pricing commitment.

Methodology

—Survey design measuring purchase intent, familiarity, safety perception, and openness to innovation

—Multiple linear regression analysis (PI = β₀ + β₁Familiarity + β₂Safety + β₃Openness)

—Independent samples t-test comparing experienced vs. non-experienced consumers

—Hypothesis testing at 0.05 significance level

Key Achievements

R² = 0.38 with F(3,52) = 10.52, p < 0.00002

Safety perception: strongest predictor (+0.71 points per unit, p = 0.0003)

Familiarity: significant predictor (+0.30 points per unit, p = 0.02)

Experience effect: d = 0.41 effect size (higher intent after test drive)

Developed pricing and bundling strategy recommendations

Tools & Technologies

Business Impact

Research provided Tesla with actionable insights: prioritize safety messaging over innovation, expand test drive programs to build familiarity, and consider flexible subscription pricing to reduce adoption barriers.

Interested in Working Together?

I'm currently seeking full-time Marketing Analyst opportunities where I can apply my analytical skills to drive business growth.

Jake Raboy

Marketing Data Analyst

  • LinkedIn

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