Identify what it means to be a good distributor of your investment portfolio. Reward distributors of your products through a tier-based Loyalty Management Programme, providing further incentive to high-performing distributors to push your products in a competitive market. Measure and manage channel performance to update loyalty tiers.
Track the performance of your own salesteams and their relationship through sales performance metrics and analysis. Understand who is falling below targets, who meets them, and who is performing above and beyond them.
Discover the performance of your investment products in relation to customers and the financial markets. Understand and rank products in terms of sales, investment returns and customer segments.
Understand company performance from a geographic perspective. Understand customer location hot-spots, well-performing branches, to map out the demand and supply of investment products.
Understand YoY, Quarterly and Monthly trends for Assets under Management and Revenue from Distributor Channels. Map these with other financial information for score keeping.
Use data from distributors to understand customer behavior trends and clusters. Cross-Sell, Up-Sell, or design products to relevant clusters based on indicators such as his/her interests in investment returns and other factors.
Applying statistical and mathematical methods to summarize relevant insights from data. Predictive analytics results that will aim to highlight data patterns and predict tomorrow's outcome.
Depending on your organization's data journey, Vizualytics has something for you at each stage of analytics adoption.
Debt is one person's liability, but another person's asset.- Paul Krugman -