Analytics & forecasting
Steering in your own language and early warning before clients leave.
Strategic steering tools for brokerage management and portfolio management.
Functions in this group
Management reporting (Natural Language to SQL)
Key figures on request, without a BI tool.
You ask in natural language, for example which line of business is growing fastest in the Canton of Aargau. Below, an interactive chart with export renders itself. A semantic security filter protects the data.
Client-loss early-warning system
Spot client attrition before the cancellation arrives.
An ML classifier continuously scores every client on their cancellation risk. In the case of high risk, a warning icon appears in the file, together with the drivers and a win-back pitch.
Premium & market trend radar
See premium jumps before the client feels them.
Time-series analysis detects above-average increases per line of business and company. A heatmap shows the development, and a click reveals the affected clients and the recommended action.
Compliance monitor & regulatory calendar
FINMA changes automatically into your processes.
A scraper classifies FINMA and legislative publications and maps them onto the affected processes. A compliance calendar shows deadlines and delivers pre-formulated adjustment proposals.
Be there from launch
Sign up for the waitlist. You'll be among the first to access the beta, see the roadmap and help shape the functions.