COCO{Insights}
Empower your financial institution by offering your customers personalised recommendations based on their financial behaviour.
Hyper-personalise your relationship with your customers to improve engagement and conversion. Discover and harness new up-selling and cross-selling opportunities.
Data is the world’s most valuable resource
99% of the collected data is never used. This data is also isolated in internal and external systems, often unstructured and rapidly changing. Analyzing these tons of data required major investments in human resources.
Current user demand personalized experiences, but raw transaction data remains difficult to analyze due to lack of standardization and enrichment.
PERFECT FOR
Retail Banking
Insurance Companies
FinTechs
InsurTechs
Maximize the ROI on your digital channel
Improve ROI by providing hyper-personalized financial information and insights by creating a comprehensive digital banking experience.
Drives customer
loyalty and retention
Builds trust through knowledge and highly personalized advice to increase engagement.
Find the right time
Offer products and services in a timely manner to your customers.
THE KEY
Insights
as a service
COCO {Insights} takes advantage of transactional banking data, categorizes and enriches it to build automated financial insights allowing you to better understand your customers financial habits.
COCO{Insights} provides you a dashboard with a full picture of the financial habits of the user from different points of view: income, expenses, saving capacity, consumer habits, insurance coverage…
Out-of-the-box and financial smart insights covering: day-to-day insights, onboarding new customers, transaction monitoring, subscriptions, optimize cash, saving tips, loan recommendations, etc.
Fosters business opportunities
Increases user recurrence
Generates new sales opportunities
Improves up-selling and cross-selling programs
