Extract value from data and embed analytics throughout your business.
Reduce the time required to access insights from multiple data sources. Avaloq Insight Explorer provides out-of-the-box data analytics capabilities for wealth management and private banking. Automatically generate near real-time insights across your whole organization so you can monitor the performance of advisors, client churn risk, or product penetration rates. Our pre-defined models allow you to get started in days and streamline your management, financial and compliance reporting.
Near real-time data streaming
Multiple data structures and views
Sensitive data separation
Connect to multiple financial news providers such as Yahoo Finance or Dow Jones, and only extract the relevant information for your wealth and relationship managers. Avaloq Insight News uses natural language processing to capture information such as company names, people, or subjects from different news sources. Your advisors will receive a personalized overview that keeps them up to date and enables them to instantly act upon news that affects clients’ portfolios. You can integrate Insight News with Avaloq products, such as Client Service, or third-party products.
Connections to news providers
Relevant content extraction
Answers to client queries such as sharing of account statements, money transfers, or even individual trading proposals are suggested automatically in the Engage App or similar conversational banking tools used by your relationship managers. The natural language processing engine used by the Virtual Assistant reacts swiftly by handling the next best action while chatting with your clients. Reduce the time needed for routine requests and at the same time keep clients’ satisfaction high.
Client intent detection
Smart suggestions, such as for trade proposal
Identify new prospects based on public data and current clients' relationships using network analytics. When integrated with a client management tool such as Client Service, our Client Networks product identifies people relationships from multiple external sources such as publicly accessible websites and visualizes them in an intuitive overview. Your advisors will get automated insights into their clients’ connections to identify new opportunities and increase acquisitions.
People data integration
Data extraction from public websites
News alerts about client connections
Compliance risk identification
“The usage of AI/NLP, which is provided by the Avaloq Insight platform offers an added bonus for advisors and clients in terms of product recommendations and advisor efficiency. The news function is notable - it can provide both public news or product-specific insights and sync clients’ interests to any product recommendations.”
Senior Analyst, Celent
Front-to-middle office platforms: EMEA wealth management edition 2020