Customer analytics

Gain insights to drive profitability and sustainable growth

Are you looking for ways to optimise potential, create more efficient marketing activities, streamline processes, and reduce efforts in consulting, administration or support?

The better a bank knows their customers, the more they can tailor products and services to their individual needs. It is therefore only logical that a deep understanding of both customer and user behaviour means a decisive competitive advantage for every customer-centric bank.

The right insights from customer analytics can provide a basis for better decision making to plan systems and capacities, to improve products and processes and – last but not least – to increase sales opportunities.

Furthermore, a bank’s customers can also benefit from these insights, for example through faster processes, reduced administrative efforts and targeted offerings.

Based on our MULTIVERSA products, we enable the collection, aggregation, analysis and interpretation of your customer’s data. We provide a data-driven foundation for future-oriented business decisions involving process optimisation, product development, marketing and more.

Customer analytics help banks to

  • Gain a solid basis for strategic decision-making
  • Get a better understanding of customers and their businesses
    to provide more targeted services
  • Adapt processes cost-efficiently
  • Generate capacities in the internal data warehouse department
  • Promote or test new features and services, and monitor their effects

Customer analytics and MULTIVERSA products

We help banks to better understand their corporate customers and develop beneficial insights. We collect relevant data from all MULTIVERSA products and optionally additional systems to aggregate them in our customer analytics module. Together with the right evaluation parameters and our predefined dashboards we then achieve compact and valuable information.

We use common tools such as Kibana and Elasticsearch to provide the analytical results in compact dashboards, with configurable personal views and the option to download reports. Additionally, alerts and notifications can be set for specific events.

Furthermore, our MULTIVERSA products enable automated actions based on specific data correlations. For example, MULTIVERSA FIP can display a widget that promotes preferential loan conditions whenever a customer overdraws their account for a defined period.

 

Get started right now with our ready-to-go dashboards

Operational dashboards

for administrators and product managers to enable monitoring of systems and applications.

  • Number of customers, companies, users
  • Transactions
  • Usage of devices, browsers, screens
  • Number of active / inactive / currently online users
  • Session durations

Real-time information for optimising system workload and capacities

Business dashboards

for product managers and customer advisers to gain insights into customers and users.

  • Aggregated overview of customer / user activities and customer growth
  • Usage of extended cash management services such as liquidity, forecasting, cash pooling
  • Usage of other bank services such as self-service, multi-banking

Valuable insights for cross-selling opportunities with targeted offerings

Process dashboards

for product managers, processes and UX designers to analyse workflows and their level of convenience.

  • Status information on process steps, during onboarding, for example
  • Insights in customer settings such as security methods, number of accounts
  • Information on cancellations, waiting times and help requests

Aggregated information to optimise processes and increase user experience

We know that companies who analyse their customers' behaviour lay the foundation for increasing customer loyalty and growth, and within our products we already have a lot of these useful data.
So, let’s talk about your options...

Marcus Klotz
Head of R&D at CoCoNet

Request a meeting with Marcus

Contact us