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Context and Comparisons for Financial Wellness
Financial Peer Comparisons
Enable consumers to compare their spending to others with similar income levels or geographic location with financial comparisons by peers. Analyze how much consumer segments spend by category or merchant, and compare savings and credit card balances. Help your users set smart goals relative to their financial peers, and use comparison data to inform financial planning and drive specialized consumer offerings.
Peer Comparisons for Greater Context
Key Benefits
Compare spending, credit card balances, and savings across financial peer groups to offer more personalized financial advice and services.
Unique Peer-Related Advice
Tailor advice to consumers based on how they compare to peers with similar income and geographic locations
Customer Segmentation
Use peer bank benchmarking data to offer services and solutions to the right segments to drive long-term engagement and increase wallet-share
Complete Picture
By comparing their financial data to their peers, peer benchmarking can provide much-needed context for consumers and advisors in the financial services industry.
Key Performance Indicators
See context and compare processes and performance, based on income and geography, spend by category or merchant, and balance by credit/savings
Rich Peer Data
Get a complete and clear picture with comparisons based on billions of transactions
Timely Comparisons
Peer benchmarking data is calculated continually, so the data reflects new trends
eBook
Driving Customer Advocacy Through Hyper-Personalized Financial Experiences
In a world where brands battle for their very survival, the best – and even the only way to succeed is to foster customer loyalty by driving customer advocacy through hyper-personalized digital experiences. In this eBook, we’ll show how.
Video
Insights Overview Video
Learn more about how Insights Solutions empower financial service providers to deliver the innovative, hyper-personalized banking services that consumers demand. Tailored banking services use meaningful insights on spending, borrowing, saving and planning to foster financial wellness and drive loyalty among their customers.