Finance

The Growing Importance of Data Analysis in the Financial Sector

As a company with FIDUCIA and OPDV certifications, InfoZoom supports you in analyzing your customer data efficiently, be it for customer segmentation, risk control, or compliance.

InfoZoom has been well-established in the financial sector for many years. More than 100 financial service providers make full use of its versatile analysis options. Besides controlling, marketing and sales, InfoZoom is increasingly being used for tasks related to compliance, fraud, and revision. Renowned business consultancies specialized in savings banks and local cooperative banks recommend InfoZoom. The main focus is on data quality and sales control.

It has been proved in practice that customer data have become an asset to banks and financial service providers. The analysis of numerous customer, account and document data can reveal strategies for targeted sales activities and consulting services. Sound decision-making requires the latest information on a daily basis.

Analytics that you can take to the bank

FIDUCIA IT AG ZertifizierungInfoZoom is regularly reviewed and certified by FIDUCIA IT AG regarding its technical security requirements. German credit unions conduct this certification so that its employees can use third-party software. 

 

 

Benefits:

  • Optimal support for sales control and management:
    InfoZoom offers versatile analysis options for target marketing with which you obtain results in just a few seconds, whether you analyze specific sales activities, prepare letters to customers, identify customer preferences, or build and refine dynamic segments. You can easily increase response rates while reducing acquisition costs. With InfoZoom, you are always on top of your data quality and can therefore fully rely on your prospect data. You can optimize your sales and marketing strategies and may even win back customers.
  • Compliant and clean data:
    High data quality is crucial to banks and financial service providers. InfoZoom displays data in a unique overview, thanks to which problems with data quality can be easily detected. Root cause analyses can be carried out in no time. New requirements and regulations can be conveniently met with versatile analysis options.
  • All data at a glance:
    In InfoZoom, you can not only handle CRM and account data, you can also relate and analyze any other business data.
  • Automation coupled with high flexibility:
    The full integration of macros allows you to carry out recurring analyses with a single click (rankings, reports on data quality, etc.). You can thus save time and cost, and reduce stress.

InfoZoom for finance:

 

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Early Warning System for Credit Risk

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Customer Segmentation · Targeted Sales Activities · Internal Monitoring System · Data Quality

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Professional IT service for the finance and insurance sector · approx. 890 employees at five locations

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