Client Analytics
With the client analytics feature integrated in the Enrichment Engine, you gain valuable insights from your clients’ transactions.
With the client analytics feature integrated in the Enrichment Engine, you gain valuable insights from your clients’ transactions.
Client analytics: Gain valuable insights from client behavior
The Enrichment Engine‘s integrated client analytics provide “ready-to-use” client-level analytics, enabling you to gain an even more thorough understanding of your clients. The analytics capabilities build on Contovista’s transaction data enrichment capabilities at its core.
As a bank, you receive a comprehensive picture of your clients’ financial situation and specific statements about their current stage of life.
The client analytics functions of Contovista support banks in developing personalised and tailor-made offers for clients and in managing sales campaigns more effectively. This data can be automatically transferred via interface to advisor tools for bank advisors.
Your customers at a glance
Client Analytics provides 15 out-of-the-box insights and identifies recurring incoming and outgoing payments derived from the clients’ transaction history.
Understanding the financial situation
The enrichment engine analyses user:s transactions and detects regular incoming and outgoing payments, as well as expected future transactions – for a better understanding of one’s financial health.
Detect third-party assets and trends
Based on all bank transactions, third-party banks and payment flows are automatically detected as well. Client Analytics provides an estimate of annual salary and bonus based on detected deposits.
Identify significant lifetime events
Client Analytics enables banks to automatically identify key client life events. For example, new employers, retirement, or bonus payments and inheritances are all detected. These insights can then be used as triggers for targeted cross- and upselling.