at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
SAS Customer Intelligence 360 from SAS
Comprehensive customer analytics platform for banks offering real-time decisioning, omnichannel marketing, predictive modeling, customer journey mapping, and advanced segmentation. Includes AI-powered insights, next-best-offer capabilities, and regulatory compliance features specifically for financial institutions.
Product analysis by function
Customer Analytics for Analytics and Business Intelligence
Solutions for analyzing customer data to gain insights into behavior, preferences, and opportunities for engagement.
More Customer Analytics
More Analytics and Business Intelligence ...
Data Integration
(8 Yes /8 Known /10 Possible features)
|
Multi-Source Data Connectivity Ability to connect and import data from diverse sources such as core banking systems, CRM, social media, transaction databases, etc. |
Product documentation and marketing outline integration of banking systems, CRM, web, and unstructured data, demonstrating multi-source data connectivity. | |
|
Real-time Data Ingestion Capability to process and analyze data as it is generated, minimizing delays. |
Real-time decisioning and analytics for customer journeys is prominently featured in product literature. | |
|
Batch Data Processing Support for larger scheduled imports of data sets. |
Batch data processing supported alongside real-time streams according to SAS CI 360 architecture documentation. | |
|
APIs for Data Access Availability of APIs to facilitate integration with external or custom data sources. |
RESTful APIs for data access and integrations described in developer resources and platform datasheets. | |
|
Automated Data Quality Checks System can automatically detect duplicates and errors in imported data. |
Product description includes automated data health, cleansing, and error checks within ETL processes. | |
|
ETL (Extract, Transform, Load) Capabilities Includes built-in ETL tools to prepare and transform data for analysis. |
SAS tooling is well-known for native ETL capabilities; documentation confirms ETL pipelines for analytics readiness. | |
|
Data Volume Capacity Maximum volume of data that can be integrated and processed efficiently. |
No information available | |
|
Data Refresh Rate Frequency at which data can be updated in the analytical system. |
No information available | |
|
Data Validation Rules Pre-built and customizable data validation rules. |
Enables pre-built and customizable validation rules for incoming and processed data; confirmed by product documentation. | |
|
Encryption During Data Transfer Ensures data is encrypted during transfer between systems. |
SAS promotes strong encryption in transit as part of their bank compliance/security offering. |
Customer Segmentation
(8 Yes /8 Known /10 Possible features)
|
Demographic Segmentation Segment customers based on demographic information such as age, income, occupation, etc. |
Demographic segmentation (age, income, etc.) is a core SAS CI 360 targeting/campaign feature. | |
|
Behavioral Segmentation Identify customer groups based on transaction patterns and behavior. |
Behavioral segmentation is available as part of customer journey and interaction analysis. | |
|
Custom Segment Creation Users can define and create custom segments with multiple filters and logic. |
The UI allows users to define custom segments with compound filters and rules. | |
|
AI-driven Segmentation Uses AI/ML algorithms to automatically discover and suggest segments. |
AI-driven segment discovery and suggestion is marketed as a differentiator in SAS CI 360. | |
|
Number of Segments Supported Maximum number of customer segments the system can handle simultaneously. |
No information available | |
|
Loyalty and Profitability Segmentation Classifies customers based on loyalty or profitability scores. |
Loyalty/profitability scoring and segmentation are cited for banking use cases. | |
|
Segment Overlap Analysis Ability to identify and analyze overlapping members of different segments. |
No information available | |
|
Dynamic Segment Updates Segments are automatically refreshed based on new data. |
Segments can be automatically updated based on data refresh; described under real-time analytics and activation. | |
|
Segment-driven Targeting Tools Enables marketing or outreach based on segment membership. |
Integrated targeting tools applying segments for marketing/outreach are central to SAS CI 360. | |
|
Visualization of Segments Graphical representation and dashboarding of customer segments. |
Visual dashboards for segments and journeys are promoted widely. |
Advanced Analytics & Insights
(9 Yes /9 Known /10 Possible features)
|
Predictive Analytics Capability to predict customer behaviors such as churn or product interest using advanced models. |
Predictive analytics is central to CI 360, including AI/ML predictions on churn, acquisition, and more. | |
|
Machine Learning Model Support Supports training, deployment, and use of machine learning models on customer data. |
ML model development, training, and deployment supported natively via integration with SAS Viya. | |
|
Customer Lifetime Value (CLV) Calculation Calculates the expected lifetime value of each customer. |
CLV metrics are part of customer analytics in CI 360. | |
|
Attrition/Churn Prediction Uses analytics to forecast which customers are at risk of leaving. |
Churn/attrition prediction regularly cited as a typical banking outcome for SAS Customer Intelligence. | |
|
Next Best Action Recommendations Suggests optimal follow-up actions for each customer based on data. |
Next-best-action recommendations is a flagship feature, combining analytics and business rules. | |
|
Propensity Modeling Models to estimate a customer's likelihood to buy or use a particular product. |
Propensity modeling is included within SAS CI, used for upsell/cross-sell. | |
|
Sentiment Analysis Analyzes and reports on customer sentiment from multiple data points such as feedback, calls, or social media. |
Sentiment analytics is available for multi-channel customer interactions including digital and voice. | |
|
Custom Analytics Models Users can upload or define their own mathematical/statistical models. |
Custom mathematical/statistical models can be uploaded and run on customer data. | |
|
Speed of Analytics Processing Average time taken to run predefined analytical models on the full customer dataset. |
No information available | |
|
Scenario Analysis Tools Test the impact of potential strategies or market conditions on customer analytics. |
Scenario analysis tools present in CI 360 for marketers and analysts to test strategy outcomes. |
Data Visualization & Reporting
(9 Yes /9 Known /10 Possible features)
|
Interactive Dashboards Customizable dashboards with drill-down capability. |
Highly customizable dashboards with interactivity are frequently showcased in demos/documentation. | |
|
Exportable Reports Allows users to export reports in various formats (PDF, Excel, etc.). |
Reports exportable in multiple formats including PDF and Excel. | |
|
Scheduled Reports Automatic generation and delivery of reports at regular intervals. |
Documented ability to send scheduled reports, such as campaign summaries, to users. | |
|
Role-based Report Access Control which users have access to which reports. |
Role-based access for reports and dashboarding is part of SAS platform security. | |
|
Custom Dashboard Templates Build and reuse dashboard designs across projects. |
Custom dashboard templates and re-use patterns are part of the reporting/dashboards module. | |
|
Visualization Types Supported Number of different visualization types (charts, graphs, heatmaps, etc.) available. |
No information available | |
|
Ad-hoc Query Builder Create custom queries on customer data without coding. |
Ad-hoc query capabilities are built in for marketers and analysts. | |
|
Drill-down Capabilities View granular details from summaries within reports and dashboards. |
Drill-down to granular customer views is featured in visual analytics capabilities. | |
|
Automated Insights System automatically surfaces interesting trends, anomalies, or patterns. |
Automated insights, trends, and anomaly detection are key elements of SAS AI/ML functionality. | |
|
Sharing & Collaboration Tools Features for sharing dashboards and collaborating on reports. |
Sharing and collaboration for dashboards/reports built into platform and accessible via web. |
Personalization & Recommendation Engines
(9 Yes /9 Known /10 Possible features)
|
Personalized Offer Generation Automatically creates and delivers personalized offers based on analytics. |
Personalized offer creation and delivery based on real-time analytics is deeply integrated. | |
|
Real-time Recommendations Generates recommendations for customers in real time based on their behavior. |
Supports real-time recommendations and next-best-offer logic within customer journeys. | |
|
Multi-channel Personalization Supports personalization across channels (email, app, web, SMS, etc.). |
Multi-channel orchestration (email, web, in-app, SMS, call center) supported and promoted. | |
|
A/B Test Management Supports running A/B tests to optimize recommendations and personalization strategies. |
A/B test management is featured as a built-in tool for optimizing offers and marketing impacts. | |
|
Recommendation Algorithm Selection Allows administrators to choose from multiple algorithms (collaborative filtering, content-based, etc.). |
Allows selection and customization of recommendation algorithms for analysts/admins. | |
|
Personalization Rule Engine Lets users set business rules to govern personalization tactics. |
Personalization rule engine and business rule customization is core to CI 360's approach. | |
|
User Profile Enrichment Ability to augment customer profiles with external and behavioral data. |
Profile enrichment using internal and external behavioral data included in customer profile features. | |
|
Personalization Performance Metrics Tracks how well personalization strategies perform (e.g., lift, conversion rate). |
Personalization performance tracking (e.g., lift, conversion, A/B results) is provided. | |
|
Scalability of Recommendations Maximum number of customers who can receive personalized recommendations simultaneously. |
No information available | |
|
Self-service Configuration Business users can configure personalization strategies without IT intervention. |
Self-service configuration for business users highlighted as a differentiator in product materials. |
Security & Compliance
(9 Yes /9 Known /10 Possible features)
|
Data Encryption At Rest Customer data is encrypted when stored in the system. |
Data encryption at rest is listed as a SAS platform security baseline, including for CI 360. | |
|
Role-based Access Control Granular permissions for different user roles and responsibilities. |
Role-based access controls configurable through SAS security admin UI. | |
|
Audit Logging Comprehensive tracking of all data access and manipulation activities. |
Comprehensive audit logs available for all data/report access in analytics stack. | |
|
Data Masking & Anonymization Sensitive data elements can be masked or anonymized for analysis. |
Data masking and anonymization offered for compliance-focused clients in banking/healthcare. | |
|
GDPR/CCPA Compliance Features to support compliance with regional privacy regulations such as GDPR or CCPA. |
GDPR and CCPA compliance features validated by SAS for financial customers. | |
|
Automatic Security Updates System automatically applies patches and security updates. |
Automatic security updates and managed patching detailed in managed SAS services. | |
|
Penetration Testing Certification System is regularly tested for vulnerabilities and has certification. |
Penetration testing and certifications are part of SAS Information Security compliance. | |
|
Data Residency Controls Specify and enforce where customer data is physically stored. |
Data residency configuration/support for regulatory and legal requirements offered for banks. | |
|
Multi-Factor Authentication Requires additional authentication factors to access customer analytics. |
Multi-factor authentication (MFA) supported for secure access according to SAS documentation. | |
|
Number of External Security Certifications Count of reputable third-party security certifications attained by the product. |
No information available |
User Experience & Usability
(8 Yes /8 Known /10 Possible features)
|
Web-based Interface Accessible from modern web browsers without additional installation. |
Web-based interface accessible in browser is a fundamental feature. | |
|
Mobile Access Usable from smartphones and tablets. |
Mobile access for campaign management and analytics confirmed by product sheets. | |
|
Customizable Workspace Users can tailor dashboards, workflows, and notifications. |
Workspace, dashboard, and workflow customization highlighted for enhancing user experience. | |
|
Multi-language Support Interface can be displayed in various languages. |
Multi-language interface support included in CI 360 platform specs. | |
|
Accessibility Compliance Meets accessibility standards (WCAG, ADA, etc.) for users with disabilities. |
No information available | |
|
User Onboarding/Tutorials Built-in guides and tutorials for fast learning. |
User training modules, onboarding, and walkthroughs are provided. | |
|
User Satisfaction Score User-rated ease of use (out of 10). |
No information available | |
|
Search and Navigation Tools Robust search capabilities and intuitive menu organization. |
Advanced search and modern menu navigation described in UI overviews. | |
|
Self-service Features Non-technical users can create and manage analytics tasks without IT help. |
Platform enables non-technical users to configure analytics and segments; self-service is a focus. | |
|
Workflow Automation Automate repetitive tasks, such as report generation or alerts. |
Workflow automation (including report scheduling and notifications) available. |
Collaboration & Sharing
(9 Yes /9 Known /10 Possible features)
|
Commenting on Reports/Dashboards Users can add notes or discuss insights directly within analytics tools. |
Allows users to comment and collaborate directly on reports/dashboards. | |
|
Role and Permission-based Sharing Share data, reports, and dashboards securely based on user permissions. |
Role- and permission-based sharing features confirmed. | |
|
Integration with Messaging Platforms Ability to share analytics artifacts directly into common business chat tools (Teams, Slack, etc.). |
Integrates with external messaging/collaboration tools such as Microsoft Teams & Slack. | |
|
Collaborative Workspaces Multiple users can work together on analytics projects or dashboards. |
Collaborative workspaces and co-authoring are available in CI 360 cloud deployment. | |
|
Change Tracking & Version Control Track changes and revert to previous versions of reports or analyses. |
Change tracking, auditing and version control available for reports and configurations. | |
|
Notification and Alert System Team members are notified of new insights, anomalies, or required actions. |
Notification and alerting system for insights, issues, or campaign results included. | |
|
Number of Simultaneous Collaborators How many team members can work together in real time on a single project. |
No information available | |
|
Access Request Workflow Built-in mechanisms for users to request and be granted additional report or data access. |
Request workflows for additional access or reports available for regulated environments. | |
|
Scheduled Delivery to Distribution Lists Send reports and dashboards on a schedule to user groups. |
Automated, scheduled delivery to groups and lists supported for reports/dashboards. | |
|
Export to Knowledge Repositories Push reports or insights to organizational repositories (SharePoint, Confluence, etc.). |
Export to SharePoint and other knowledge bases is available. |
Integration & Extensibility
(9 Yes /9 Known /10 Possible features)
|
Open APIs APIs available for third-party system integration and automation. |
Open APIs for data ingestion, export, and integration well-documented. | |
|
Plug-in or Add-on Support Developers can build and install extensions to the analytics product. |
Plug-in/add-on system for extensibility (via SAS Viya ecosystem) supported. | |
|
Pre-Built Integrations Out-of-the-box connectors to popular banking and marketing platforms. |
Pre-built connectors for marketing platforms, core banking, and cloud SaaS described in solution briefs. | |
|
Custom Script Execution Run custom business logic scripts within the tool (e.g., Python, R). |
Support for executing custom scripts within Viya/CI 360 environments confirmed. | |
|
Webhook Support Integration with external workflow or event-based systems via webhooks. |
Webhooks and outbound integration supported for event-driven workflows. | |
|
Data Export Options Ability to export data into various file formats or external databases. |
Exports in multiple formats and push to external DBs or tools supported. | |
|
Integration Through iPaaS Solutions Works with integrator platforms such as MuleSoft, Dell Boomi, or Zapier. |
iPaaS (MuleSoft, Boomi, Zapier) integration compatibility cited in technical references. | |
|
Custom Object Model Support Ability to extend the system’s data model with custom objects or fields. |
Custom object/field extension permissible via metadata management. | |
|
Scheduling of API Calls APIs can be scheduled to pull or push data at defined intervals. |
API scheduling for batch and streaming data transfer available, as described in integration guides. | |
|
Maximum API Call Rate Peak allowed frequency of API calls. |
No information available |
Scalability & Performance
(4 Yes /4 Known /10 Possible features)
|
Concurrent User Support Maximum number of users who can be active simultaneously without performance degradation. |
No information available | |
|
Data Storage Scalability System can scale data storage as required, up to a specified maximum. |
No information available | |
|
Analytics Query Response Time Average response time for complex analytics queries. |
No information available | |
|
Elastic Resource Allocation Dynamically allocate more computing resources as needed to meet analytic demand. |
Elastic compute resources can be allocated dynamically via SAS Cloud infrastructure. | |
|
Performance Monitoring Tools Real-time and historic reporting on system performance. |
Performance monitoring, both historical and real-time, is included for admins. | |
|
High Availability (HA) Built-in features to ensure system uptime and resilience. |
High availability (HA) and redundancy supported in cloud deployment. | |
|
Disaster Recovery RTO Recovery Time Objective in minutes for catastrophic failures. |
No information available | |
|
Disaster Recovery RPO Recovery Point Objective – age of backup data on recovery. |
No information available | |
|
Scheduled Maintenance Windows Advance notification period before planned system maintenance. |
No information available | |
|
Hot/Cold Data Archiving Automatic segregation and management of frequently and infrequently accessed data. |
Tiered data archiving and lifecycle management available in deployment references. |
Support & Training
(9 Yes /9 Known /10 Possible features)
|
24/7 Support Availability Round-the-clock technical and business support. |
24/7 support available via standard SAS support agreements; verified on support portal. | |
|
Dedicated Account Manager Assigned contact for ongoing support and relationship management. |
Dedicated account management included for enterprise banking clients. | |
|
Onboarding Assistance Guided setup and implementation support for new clients. |
Onboarding support as part of initial implementation, included in CI 360 project plans. | |
|
Comprehensive Documentation Depth and breadth of user and technical documentation provided. |
Extensive documentation for business and technical users available. | |
|
Online Knowledge Base Self-service repository for FAQs, how-to guides, and troubleshooting. |
Online knowledge base for self-service support provided. | |
|
Regular Product Training Webinars Scheduled online training sessions for users. |
Regular product webinars and trainings offered in the SAS events calendar. | |
|
In-person/Virtual Training Options Availability of classroom or live virtual training sessions. |
In-person and virtual training options listed as available. | |
|
Community Forums Peer support via active online community forums. |
Active user community forums available for SAS CI 360. | |
|
SLA Guaranteed Response Time Support contract's maximum time to first response. |
No information available | |
|
Custom Training Curricula Can provide organization-specific training programs. |
Custom training curricula development available for enterprise banking clients upon request. |
This data was generated by an AI system. Please check
with the supplier. While you are talking to them, remind them that they need
to update their entry.