{"id":10575,"date":"2024-10-14T17:20:18","date_gmt":"2024-10-14T15:20:18","guid":{"rendered":"https:\/\/www.contovista.com\/client-analytics\/"},"modified":"2025-02-10T09:00:44","modified_gmt":"2025-02-10T08:00:44","slug":"client-analytics","status":"publish","type":"page","link":"https:\/\/www.contovista.com\/en\/products\/enrichment-engine\/client-analytics\/","title":{"rendered":"Client Analytics"},"content":{"rendered":"<section height=\"710\" class=\"hero hero--diagonal   logo-color logo-color-white no-lazy\">\n  <div class=\"container container--small\">\n    <div class=\"hero__wrapper flex row jscb\">\n\n                          <div class=\"hero__info hero__info--no-image hero__info--small hero__info--for-small-image\">\n\n        <!-- Article data  -->\n                <!-- Article data  -->\n\n        <!-- Titles  -->\n                              <h1 class=\"white\">Client Analytics<\/h1>\n                   \n\n                <!-- Titles  -->\n\n        <!-- Description  -->\n                  <p class=\"white hero__info-description-desktop\">With the advanced client analytics features of the Enrichment Engine, financial institutions can extract valuable insights from the anonymised transaction data of their clients. <\/p>\n                          <p class=\"white hero__info-description-mobile\">With the advanced client analytics features of the Enrichment Engine, financial institutions can extract valuable insights from the anonymised transaction data of their clients. <\/p>\n                <!-- Description  -->\n\n        <!-- Button  -->\n         \n        <!-- Button  -->\n\n        <!-- Clients slider  -->\n                <!-- Clients slider  -->\n\n\n      <\/div>\n\n      <!-- Image \/ Lottie  -->\n            <!-- Image \/ Lottie  -->\n\n    <\/div>\n  <\/div>\n<\/section> \n\n\n \n\n\r\n\n\n\r\n\r\n<div class=\"breadcrumbs\">\r\n  <div class=\"container\">\r\n    <div class=\"breadcrumbs__wrapper flex row aic\">\r\n      <nav aria-label=\"breadcrumbs\" class=\"rank-math-breadcrumb\"><p><span class=\"last\">Home<\/span><\/p><\/nav>    <\/div> \r\n  <\/div>\r\n<\/div>\r\n\r\n\n\n\r\n<section class=\"title-copy section logo-color logo-color-dark\"  >\r\n  <div class=\"container\">\r\n    <div class=\"title-copy__wrapper\">\r\n          <h2>Valuable insights through client analytics  <\/h2>\r\n          <div class=\"textbox\">\r\n        <p>The integrated client analytics functions of the<a href=\"https:\/\/www.contovista.com\/en\/products\/enrichment-engine\/\"> Enrichment Engine<\/a> offer powerful, ready-to-use analytics specifically designed for the financial sector. Banks benefit from an even deeper understanding of their clients and receive a comprehensive overview of their financial situation, enabling more specific insights into their clients&#8217; current life circumstances. The Client Analytics features are available as add-on modules to the <a href=\"https:\/\/www.contovista.com\/en\/products\/personal-finance-manager\/\">AI Finance Manager<\/a>.<\/p>\n<p>Thanks to <a href=\"#clientanalytics\">client analytics<\/a>, financial institutions can develop personalised and tailored offers and manage sales activities more effectively. Our scalable and adaptable platform, based on vast data volumes and cutting-edge AI models, adapts seamlessly to market dynamics. It delivers maximum value by driving revenue growth, reducing costs for financial institutions, and minimising risk.<\/p>      <\/div>\r\n    <\/div>\r\n  <\/div>\r\n<\/section>\n\n \n\n<section class=\"section columns logo-color logo-color-dark\" >\n  <div class=\"container\">\n      <div class=\"columns__wrapper flex row jcsb fww\">\n\n              \n                      \t\t\n          <div class=\"columns__column columns__column--half-width\">\n\n                          <div class=\"columns__column-icon\">\n                <img decoding=\"async\" \n                  width=\"56\"\n                  height=\"56\"\n                  src=\"https:\/\/www.contovista.com\/wp-content\/uploads\/2022\/11\/071122_Contovista_Icons_48px_conversion-rate-.svg\" \n                  alt=\"Steigerung der Abschlussrate bei Privatkredit-Kampagne\"\n                  caption=\"\"\n                  description=\"\">\n              <\/div>\n            \n                          <h3 class=\"fw700 h4 columns__column-title flex\"> \n                                <span>Competitive edge through shared learning <\/span>\n              <\/h3>\n            \n                          <p class=\"dark-sky-80\">Financial institutions reap the benefits of modern AI models and analytics that leverage the extensive anonymised and enriched data of our partner banks. This results in more sales through targeted marketing, effective cross-selling and upselling, and hyper-personalised advice, ultimately leading to increased client satisfaction. <\/p>\n            \n          <\/div>\n\n        \n                      \t\t\n          <div class=\"columns__column columns__column--half-width\">\n\n                          <div class=\"columns__column-icon\">\n                <img decoding=\"async\" \n                  width=\"56\"\n                  height=\"56\"\n                  src=\"https:\/\/www.contovista.com\/wp-content\/uploads\/2022\/11\/071122_Contovista_Icons_48px_investment-securities.svg\" \n                  alt=\"H\u00f6here durchschnittliche Investitionssumme in Wertpapiere\"\n                  caption=\"\"\n                  description=\"\">\n              <\/div>\n            \n                          <h3 class=\"fw700 h4 columns__column-title flex\"> \n                                <span>Greater efficiency thanks to privacy-compliant AI <\/span>\n              <\/h3>\n            \n                          <p class=\"dark-sky-80\">Thanks to real-time insights, workflows for risk management, marketing, and advisory services can be optimised, enabling informed decision-making. This allows financial institutions to boost productivity while ensuring the highest standards in data protection and compliance.<\/p>\n            \n          <\/div>\n\n        \n                      \t\t\n          <div class=\"columns__column columns__column--half-width\">\n\n                          <div class=\"columns__column-icon\">\n                <img decoding=\"async\" \n                  width=\"56\"\n                  height=\"56\"\n                  src=\"https:\/\/www.contovista.com\/wp-content\/uploads\/2022\/11\/041122_Contovista_Icons_48px_investment-ecurities.svg\" \n                  alt=\"\"\n                  caption=\"\"\n                  description=\"\">\n              <\/div>\n            \n                          <h3 class=\"fw700 h4 columns__column-title flex\"> \n                                <span>Risk management with transaction-based analytics <\/span>\n              <\/h3>\n            \n                          <p class=\"dark-sky-80\">Financial institutions gain deeper insights into client behaviour by leveraging the full potential of anonymised transaction data from our ecosystem and ready-to-use client analytics. This simplifies risk assessments and enables more accurate and informed credit decisions.<\/p>\n            \n          <\/div>\n\n        \n                      \t\t\n          <div class=\"columns__column columns__column--half-width\">\n\n                          <div class=\"columns__column-icon\">\n                <img decoding=\"async\" \n                  width=\"56\"\n                  height=\"56\"\n                  src=\"https:\/\/www.contovista.com\/wp-content\/uploads\/2022\/11\/041122_Contovista_Icons_48px_understand.svg\" \n                  alt=\"\"\n                  caption=\"\"\n                  description=\"\">\n              <\/div>\n            \n                          <h3 class=\"fw700 h4 columns__column-title flex\"> \n                                <span>Innovation through scalable and flexible solutions  <\/span>\n              <\/h3>\n            \n                          <p class=\"dark-sky-80\">Stay ahead of the market \u2013 Contovista&#8217;s client analytics solutions keep financial institutions flexible as they integrate into any banking process and are designed for scalability and continuous customisation. No matter what the future holds, our solution can grow to meet new requirements.<\/p>\n            \n          <\/div>\n\n         \n      \n    <\/div>\n      \n        <!-- Button  -->\n             \n    <!-- Button  -->\n  <\/div>\n<\/section>\n\n\n\r\n<section class=\"title-copy section logo-color logo-color-dark\" id=\"clientanalytics\" >\r\n  <div class=\"container\">\r\n    <div class=\"title-copy__wrapper\">\r\n          <h2>Client analytics add-on modules<\/h2>\r\n          <div class=\"textbox\">\r\n        <p>Contovista&#8217;s <a href=\"https:\/\/www.contovista.com\/en\/products\/enrichment-engine\/\">Enrichment Engine<\/a> offers state-of-the-art, ready-to-use client analytics specifically designed to meet the growing needs of the financial industry.<\/p>      <\/div>\r\n    <\/div>\r\n  <\/div>\r\n<\/section>\n\n<section class=\"section services logo-color logo-color-dark\"  >\r\n  <div class=\"container\">\r\n      <div class=\"services__wrapper\">\r\n\r\n                    \r\n                      <div class=\"services__item\" style=\"min-width: 350px;\">\r\n              <div class=\"services__item--wrapper\">\r\n                <div class=\"services__item-image\">\r\n                    <img decoding=\"async\" \r\n                        src=\"https:\/\/www.contovista.com\/wp-content\/uploads\/2024\/10\/Recurring-transactions-300x300.png\"  \r\n                        alt=\"\"\r\n                        caption=\"\"\r\n                        description=\"\">\r\n                <\/div>\r\n                <h4 class=\"services__item-title fw700\">Recurring Transactions Detection <\/h4>\r\n                <div class=\"services__item-description\">Identify incoming and outgoing transactions with recurring patterns, such as expense and income flows. Use these insights to monitor cash flows, minimise unnecessary outflows, and retain client funds. With this valuable statistical data, banks can continuously improve downstream machine learning and AI models and further enhance internal processes.<\/div>        \r\n              <\/div>\r\n            <\/div>\r\n           \r\n\r\n           \r\n        \r\n                      <div class=\"services__item\" style=\"min-width: 350px;\">\r\n              <div class=\"services__item--wrapper\">\r\n                <div class=\"services__item-image\">\r\n                    <img decoding=\"async\" \r\n                        src=\"https:\/\/www.contovista.com\/wp-content\/uploads\/2024\/10\/Financial-profile-300x300.png\"  \r\n                        alt=\"\"\r\n                        caption=\"\"\r\n                        description=\"\">\r\n                <\/div>\r\n                <h4 class=\"services__item-title fw700\">Financial &amp; Wealth Profile  <\/h4>\r\n                <div class=\"services__item-description\">Create comprehensive 360-degree financial profiles of your clients by utilising relevant data such as income, debts, accounts, and assets from third-party banks. By adhering to applicable data protection regulations, you can use accurate, up-to-date information to gain a detailed understanding of your clients, reduce preparation times, optimise sales strategies, reduce churn, and assess creditworthiness. <\/div>        \r\n              <\/div>\r\n            <\/div>\r\n           \r\n\r\n           \r\n        \r\n                      <div class=\"services__item\" style=\"min-width: 350px;\">\r\n              <div class=\"services__item--wrapper\">\r\n                <div class=\"services__item-image\">\r\n                    <img decoding=\"async\" \r\n                        src=\"https:\/\/www.contovista.com\/wp-content\/uploads\/2024\/10\/Personal-Profile-300x300.png\"  \r\n                        alt=\"\"\r\n                        caption=\"\"\r\n                        description=\"\">\r\n                <\/div>\r\n                <h4 class=\"services__item-title fw700\">Client Profile <\/h4>\r\n                <div class=\"services__item-description\">Analyse your clients&#8217; habits, characteristics, and lifestyles while seeking to understand their preferences, e.g. for sustainability, digital engagement, or luxury products. This allows for even greater personalisation and helps to drive cross-selling and upselling of additional products. As a result, lead generation improves, and the ROI of marketing campaigns increases. <\/div>        \r\n              <\/div>\r\n            <\/div>\r\n           \r\n\r\n           \r\n        \r\n                      <div class=\"services__item\" style=\"min-width: 350px;\">\r\n              <div class=\"services__item--wrapper\">\r\n                <div class=\"services__item-image\">\r\n                    <img decoding=\"async\" \r\n                        src=\"https:\/\/www.contovista.com\/wp-content\/uploads\/2024\/10\/Live-Events-300x300.png\"  \r\n                        alt=\"\"\r\n                        caption=\"\"\r\n                        description=\"\">\r\n                <\/div>\r\n                <h4 class=\"services__item-title fw700\">Life Events Triggers<\/h4>\r\n                <div class=\"services__item-description\">Track key life events and identify significant shifts in your clients&#8217; behaviour patterns. This approach enhances sales through highly personalised, targeted marketing campaigns. Leverage these events as triggers to automate your marketing strategies and optimise risk management processes. As a result, you\u2019ll achieve greater operational efficiency and facilitate timely, relevant interactions with clients. \r\n<\/div>        \r\n              <\/div>\r\n            <\/div>\r\n           \r\n\r\n           \r\n        \r\n                      <div class=\"services__item\" style=\"min-width: 350px;\">\r\n              <div class=\"services__item--wrapper\">\r\n                <div class=\"services__item-image\">\r\n                    <img decoding=\"async\" \r\n                        src=\"https:\/\/www.contovista.com\/wp-content\/uploads\/2024\/10\/Risk-Profile-300x300.png\"  \r\n                        alt=\"\"\r\n                        caption=\"\"\r\n                        description=\"\">\r\n                <\/div>\r\n                <h4 class=\"services__item-title fw700\">Risk Profile<\/h4>\r\n                <div class=\"services__item-description\">Use our extensive ecosystem of anonymised transaction data to calculate client risk profiles and KPIs such as credit score and financial health. Improve risk assessments and credit decisions by automating processes, cutting time and costs, and increasing accuracy. The result? Greater security and fewer financial losses. <\/div>        \r\n              <\/div>\r\n            <\/div>\r\n           \r\n\r\n           \r\n         \r\n            \r\n    <\/div>\r\n  <\/div>  \r\n<\/section>   \r\n\n\n\r\n<section class=\"image-copy section logo-color logo-color-white\"  >\r\n  <div class=\"container\">\r\n    <div class=\"image-copy__wrapper flex jcsb image-copy__wrapper--reverse\">\r\n      \r\n      <div class=\"image-copy__image image-copy__image--right\">\r\n\r\n                      <img decoding=\"async\" \r\n          src=\"https:\/\/www.contovista.com\/wp-content\/uploads\/2024\/10\/Rest-API.png\"  \r\n          alt=\"\"\r\n          caption=\"\"\r\n          description=\"\">\r\n                      \r\n              <\/div>\r\n\r\n      <div class=\"image-copy__copy\">\r\n        <h2>REST API for seamless integration <\/h2> \r\n        <div class=\"textbox\">\r\n          <p>Our client analytics functions can be easily integrated into existing IT infrastructure via customisable database interfaces or seamlessly via our versatile REST API.<\/p>\n<p>With our customisable REST API, you can effortlessly integrate our powerful analytics tools into your existing IT environment or platforms. All important client data is collected and prepared in a structured way for you to analyse. This makes client analytics even smarter, allowing you to gain deeper insights into your clients and optimise consulting and CRM processes.<\/p>\r\n                  <\/div>\r\n      <\/div>\r\n\r\n    <\/div>\r\n  <\/div>\r\n<\/section> \n\n\r\n<section \r\n  style=\"background: linear-gradient(90deg, rgba(34, 236, 187, 0.5) 0%, rgba(6, 78, 96, 0.5) 28.12%, rgba(0, 41, 75, 0.5) 100%),url(https:\/\/www.contovista.com\/wp-content\/uploads\/2022\/10\/Meeting-scaled-e1728900134849.jpg);background-position: center; background-repeat:no-repeat; background-size: cover;\"\r\n  class=\"section contact contact--diagonal-down contact--footer-stick logo-color logo-color-white\"  >\r\n  <div class=\"container\">\r\n    <div class=\"contact__wrapper\">\r\n          <h2 class=\"white\">Client Analytics<\/h2>\r\n          <p class=\"fw700 white\">What else does Contovista do for financial institutions, FinTechs and their analytics teams in customer engagement and relationship management using the Enrichment Engine?<\/p>\r\n\r\n      <!-- Button  -->\r\n       \r\n                  <a \r\n        href=\"https:\/\/www.contovista.com\/produkte\/enrichment-engine\/\" \r\n        class=\"btn btn--gradient\"\r\n        data-modal=\"modal-contacts\"\r\n        target=\"_self\">\r\n        Learn more about the Enrichment Engine \r\n        <span class=\"btn--gradient--span1\"><\/span>\r\n        <span class=\"btn--gradient--span2\"><\/span>\r\n      <\/a>\r\n      \r\n            <!-- Button  -->\r\n\r\n\r\n    <\/div>\r\n  <\/div>\r\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":10656,"parent":2623,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-10575","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/pages\/10575","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/comments?post=10575"}],"version-history":[{"count":20,"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/pages\/10575\/revisions"}],"predecessor-version":[{"id":13348,"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/pages\/10575\/revisions\/13348"}],"up":[{"embeddable":true,"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/pages\/2623"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/media\/10656"}],"wp:attachment":[{"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/media?parent=10575"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}