Get reports about your business to make faster and better decisions driven by artificial intelligence. Our data analytics cloud platform consolidates data from various Avaloq and third-party sources and allows you to access insights in the way you need. The pre-trained models consolidate data across all business areas into management or financial reports to help you understand key metrics such as sales efficiency. Leverage automation across other Avaloq products to answer routine client requests, select important news or find new prospects, and make your advisors more efficient.
Start accessing and acting on your business data more quickly. Our pre-defined models are constantly learning and improving thanks to artificial intelligence.
Regular management reporting
Generate standard and bespoke reports with less manual intervention. Shorten management reporting cycles and improve decision-making based on insights from data.
Multiple sources and integration
Extract and combine format-agnostic data from various sources to facilitate advanced analytics. Integrate insights into your Avaloq and third-party tools with embedded solutions.
Insight products in detail
Gather and use Avaloq or third-party data to generate insights about your business. Improve your front office with data analytics.
Save 95% of time spent on data preparation and integration
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
React instantly to news that affects your clients
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
Answer client requests within seconds
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
Increase client acquisition by up to 20%
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
Flexible cloud deployment options
Our products are all designed with a choice of deployment and implementation options to meet the needs of any financial services provider.
SaaS on public cloud
Consume our products in SaaS mode from a secure public cloud infrastructure.
Cost-effective and scalable model
Available on Amazon Web Services (AWS)
Shortest time to market
SaaS on Avaloq private cloud
Consume our products in SaaS mode from our private cloud.
Deployed on Avaloq’s secure private cloud
Suitable for stricter regulatory frameworks
Self-hosted in private or public cloud
Manage our products yourself in your private cloud (or data centre) or a public cloud.
Cloud-hosted or on-premises
Provider of your choice or self-managed
Full control over customization and deployment
Secure and insightful data
Infrastructure as a platform
Our highly-scalable multi-tenant cloud data warehouse integrates data from various client entities across regions so data is shared rather than cloned for building different environments.
Distributed data architecture empowers domain-based data ownership throughout its lifecycle. Standard domain-specific data accelerate analytical exploration.
Data vault modeling
Raw data from Avaloq and third-party data sources are transformed and modeled into a single consistent data model following the Data Vault 2.0 methodology.
“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.”
Contact us today for further information on how it can make a difference to your business.
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