Unified Customer Insights & Analytics
Consolidate your customer data for a clearer view, create more personalised experiences, and make smarter decisions.
Dashboard
Get a unified view of your customer analytics and intelligence from one centralised place. The Dashboard brings together your most important customer metrics, live alerts, and platform health indicators so your team always has the full picture and can act quickly when it counts.
Unified Customer Metrics
Track your most critical customer health indicators from one screen. Active customer counts, open service tickets, churn risk percentage, and engagement rate are all displayed with month-on-month comparisons.
Real-Time Alerts
Stay on top of issues as they emerge with a live feed of alerts across fraud, churn, security, engagement, and service. Each alert is prioritised by severity to help you focus on the metrics that matter without having to monitor multiple systems at once.
Category Health Overview
Get a high-level view of how each area of your customer intelligence platform is performing. From customer service response times and communication delivery rates to prediction model accuracy and system uptime, Category Health gives you confidence that everything is running as it should.
Customer Service
Manage lifetime customer profiles, account administration, and fraud checks from one place. With powerful lookup tools, detailed customer records, and real-time fraud risk scoring, your service team has everything they need to support customers effectively and keep your platform secure.
Advanced Customer Lookup
Find any customer instantly using the search bar, and filter by status or loyalty tier. Whether you need to find a specific account, reviewing suspended customers, or checking on a flagged user, the lookup tools make it fast and straightforward to get to the information you need without having to scroll through thousands of records.
Complete Customer Profiles
View a full snapshot of every customer. Each record shows account status, loyalty tier, total spend, order count, fraud risk score, and last active date, giving your service team everything they need to understand a customer’s history and take the right action without switching between systems.
Fraud Risk and Account Status
Monitor account status and fraud risk across your entire customer base at a glance. Active, suspended, and blocked accounts are clearly labelled alongside individual fraud risk scores to quickly identify customers that need attention.
Communication
Improve customer engagement and interactions across email, chat, and notifications with real-time performance metrics, multi-channel campaign management, and clear status tracking across every communication.
Communication Performance at a Glance
Monitor the performance of all your customer communications: emails sent, open rates, click rates, and active chat counts are all displayed with percentage changes so you’ll see at a glance how your messaging is landing and where there may be room to improve.
Multi-Channel Campaign Management
Manage all your customer communication campaigns from one place across email, auto-response, and insights tabs. Each campaign shows its type, current status, send count, open and click figures, and progress through its stages for a complete view of every communication.
Campaign Status Tracking
Campaigns stay visible from start to finish. As they move from scheduled to live to paused, each stage is clearly marked, creating a continuous view of performance without your team having to rely on separate reports.
Prediction
Stay ahead of customer churn with ML-powered models that identify risk and forecast behaviour to surface actionable insights across your entire customer base. From churn analysis and segmentation to lookalike audiences and revenue forecasting, Prediction gives your team the intelligence they need to act before customers leave.
Predictive Intelligence Metrics
Get an instant view of your most important predictive indicators across your entire customer base. Churn rate, at-risk customer counts, model accuracy, and predicted revenue loss are all tracked with trend indicators to help you take the right actions and the right times.
Advanced Prediction Tools
Access a full suite of predictive analytics tools from one place. Switch between churn analysis, customer segmentation, dataset management or lookalike audience building to get a deeper understanding of your customer base and make more informed decisions about where to focus your retention and acquisition efforts.
At-Risk Customer Identification
Identify customers most likely to churn before it happens. Each at-risk customer is listed with their risk score, segment, last purchase date, and a predicted churn timeline so your team can prioritise outreach and take targeted action to retain your most valuable customers.
Security & Fraud
Protect your platform and your customers with enterprise-grade security, fraud detection, and compliance tools. From real-time threat blocking and KYC verification to payment approvals and authentication controls, Security & Fraud is everything you need to keep your platform safe and your customers protected.
Security at a Glance
Monitor the health of your security infrastructure in real–time. Threats blocked in the last 24 hours, KYC verification rates, encryption status, and system uptime are all displayed in one place for a clear picture of how well your platform is protected.
Comprehensive Security Tools
Access the full range of security and fraud protection tools from one screen. Switch between KYC profile management, authentication controls, payment approvals, and threat detection to stay on top of every aspect of your platform security.
KYC Profile Management
Keep track of the verification status and risk level of every customer on your platform. Verified, pending, and flagged profiles are clearly labelled alongside risk levels and last check dates so your compliance team can quickly identify accounts that need review and ensure your platform stays protected against fraud and financial risk.
Tracking Insights
Understand how customers discover your brand, which channels drive the most valuable traffic, and where users drop off before converting. Track referral sources, funnel performance, and abandonment points to improve acquisition and increase conversions.
Referral Source Tracking
Tracks which channels, campaigns, and partners are driving customer acquisition. Compare traffic volume, engagement, and conversion performance to understand where your highest-value customers are coming from.
Conversion Funnel Analysis
Monitor how customers progress through each stage of your funnel, from first visit to completed purchase. Measure stage-by-stage performance to identify bottlenecks and make informed decisions about where to focus your optimisation efforts.
Abandonment Tracking
Pinpoint exactly where customers exit your platform, whether that’s on product pages, sign-up forms, or at checkout. Understand the behavioural patterns behind the drop-off and take targeted action to recover lost opportunities and improve conversion rates.
Frequently Asked Questions
How does this create a single customer view?
Our Customer Insights & Analytics platform brings together behavioural data, transaction history, engagement activity and lifecycle events into a unified customer profile. By removing data silos, it gives you a clear real-time view of how each customer interacts with your brand across every touchpoint.
How does the platform improve customer support efficiency?
Support teams can see account history, subscription status, transaction records and engagement logs within a single view. With everything in one place, queries are resolved faster, and workflows can continue to run on accurate information.
Can we run targeted lifecycle campaigns?
Yes, you can. The Customer Insights & Analytics platform enables configurable lifecycle journeys supported by performance dashboards across channels, such as email and live chat. You’ll be able to launch targeted engagement strategies based on customer behaviour and monitor measurable outcomes to refine campaign effectiveness.
Does the platform include predictive analytics?
Our Customer Insights & Analytics platform incorporates predictive modelling capabilities that identify churn risk and behavioural trends, enabling marketing and retention teams to stay proactive with the development of their engagement strategies.
How flexible is the customer segmentation?
Segments can be created from transactional history and behavioural signals, alongside key profile attributes, so you can group customers in a way that reflects how they interact with your brand. This makes it easier to focus on high-value audiences or flag potential churn early, while directing marketing spend where it will have the greatest impact.
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Get a full overview of the Customer Insights & Analytics platform, including features, capabilities, and how it can work for your business.
