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Customer Analytics User Guide

Customer Analytics provides a suite of interactive dashboards and insights. Use the data these dashboards provide to make decisions about engagement and retention, segmentation, customer growth, and competitive analysis.

Although we've infused the Customer Analytics product with in-app help and data descriptions, we've documented them in a series of user guides to help you learn about Customer Analytics.

Customer Analytics consists of various interactive features that allow access to your product data through a metrics, charts, and graphs. As you navigate through these features, the navigation menu is on the left-hand side of the screen which is available throughout the experience so you can toggle between dashboards. The navigation includes dropdown menus for the following groups of dashboards and data:

  • Overview. Review a high-level view of KPIs and insights for your user base.
  • Portfolio performance. Review portfolio trends across account types, identify your primacy score across your customer base, and access financial health insights on your customers.
  • Digital engagement. Learn how customers are engaging across your digital banking platform and identify opportunities to improve product performance.
  • Competitive insights. Identify where and how your customers are engaging with competitors and export these insights to drive better cross-sale opportunities.
  • Growth opportunities. Export a variety of reports to better build and drive ideal cross-sell opportunities and create more engaging, relevant marketing campaigns.
  • Customer segments. Create custom segments and audiences based on consumer behaviors to export and use in your preferred marketing or CRM platform.
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