at Financial Technnology Year
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Insurance Industry Solutions from S&P Capital IQ
Market research and analytics platform providing financial metrics, market trends, competitive analysis, and risk assessment tools tailored for insurance product development.
Product analysis by function
Market Research and Analytics Platforms for Product Development
Tools that collect and analyze consumer data, market trends, and competitive intelligence to inform product development decisions.
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Data Collection Capabilities
(8 Yes /8 Known /11 Possible features)
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Multi-source Data Integration Ability to collect data from multiple sources such as surveys, social media, CRM, and third-party databases. |
S&P Capital IQ integrates data from surveys, social media, CRM, and major third-party financial and industry datasets, supporting multi-source data integration. | |
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Real-time Data Acquisition System can ingest and update data in real time. |
Platform advertises real-time market data, news, and competitive events for the insurance industry. | |
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Historical Data Import Supports import and analysis of historical datasets. |
S&P's solution supports import and analysis of historical financial and claims datasets as part of its analytics capabilities. | |
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API Accessibility Platform provides APIs for custom data feed integrations. |
Developer documentation advertises API accessibility for data integration and custom analysis. | |
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Web Scraping Tools Ability to scrape publicly available data from competitor websites and news sources. |
No information available | |
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Automated Data Cleansing Processes to detect and resolve inconsistencies or errors in incoming data. |
Automated data cleansing is a feature of S&P's risk and market analytics solutions, ensuring accuracy. | |
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Data Enrichment Capability to augment data with contextual or demographic attributes. |
S&P enables enrichment of insurance datasets with contextual, market, and demographic data from internal and external sources. | |
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Batch Data Upload Allows uploading multiple files or large data sets at once. |
Users can upload large market and claims datasets in batch for analysis and benchmarking. | |
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Consent Management System tracks and manages user data collection consents. |
No information available | |
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Data Storage Capacity Volume of data that can be reliably stored. |
No information available | |
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Custom Tagging and Categorization Capability to tag and categorize data for easier retrieval and filtering. |
Allows users to tag, categorize, and filter market and claims data for flexible retrieval. |
Consumer Insights and Analytics
(8 Yes /8 Known /11 Possible features)
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Segmentation Analysis Ability to segment consumers by demographics, behavior, or needs. |
Platform supports segmentation analysis, including demographic and behavioral segmentation for insurance lines. | |
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Predictive Analytics Uses historical and current data to forecast future consumer trends and needs. |
Predictive analytics is a core feature for forecasting loss trends and market needs. | |
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Sentiment Analysis Identifies and analyzes consumer sentiments in collected text data. |
S&P includes sentiment analysis tools for social and news data as part of market trend features. | |
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Churn Prediction Analyzes the likelihood of customer attrition and identifies at-risk groups. |
Churn prediction and policyholder retention models are marketed to insurers on the S&P solution page. | |
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Cross-sell/Upsell Opportunities Finds patterns that suggest cross-sell or upsell product opportunities. |
Cross-sell/upsell opportunity identification cited as an application of their predictive analytics tools. | |
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Custom Dashboards Personalized dashboards to present relevant insights and data visualizations. |
Custom dashboards are supported and are a core benefit highlighted for insurance product teams. | |
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Time Series Analysis Methods to study consumer data trends over time. |
Time series analysis for premium, claim, and trend monitoring is part of their financial analytics. | |
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Natural Language Processing (NLP) Uses NLP to analyze unstructured consumer feedback (e.g., from surveys, social media, calls). |
NLP is used for analysis of unstructured feedback and social inputs in S&P's advanced analytics. | |
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Survey Creation Tools Ability to build and distribute consumer questionnaires and analyze results. |
No information available | |
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Insight Generation Speed Time required to process and display consumer insights after data ingestion. |
No information available | |
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A/B Testing Support Enables running and analyzing experiments of product features or messaging. |
No information available |
Market Trend Analysis
(10 Yes /10 Known /10 Possible features)
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Industry Benchmarking Ability to compare internal data vs. market or peer benchmarks. |
Industry benchmarking against peers and markets is repeatedly cited as a key solution value. | |
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Trend Visualization Tools Visual representation of market, consumer, or competitor trend data. |
Trend visualization tools are shown in their product and demo videos. | |
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Custom Alerts for Trend Changes System generates custom alerts when significant market changes are detected. |
Alerting of significant events and trends is highlighted in product literature. | |
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Integration with External Market Reports Direct access to third-party market research databases/reports. |
Integration with external market reports such as Fitch, Moody's, etc., supported by S&P's partnerships ecosystem. | |
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Economic Indicator Monitoring Tracks and integrates leading economic indicators relevant to insurance. |
Monitors and integrates economic indicators supporting insurance trend analysis. | |
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Geographical Market Analysis Analyzes market trends and penetration by geography. |
Supports granular geographic market analysis by territory/region. | |
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Trend Forecasting Uses statistical or machine learning models to predict emerging trends. |
Trend forecasting with ML/statistical methods is a stated function. | |
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Seasonality Analysis Identifies and accounts for recurring seasonal patterns in markets. |
Seasonality analysis available for insurance lines and claims. | |
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Macro & Micro Trend Breakdown Granular and high-level trend analysis features. |
Macro and micro level trend analysis is present in dashboards and analytics modules. | |
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External News Aggregation Pulls and organizes relevant industry news and updates. |
Aggregates news from a wide range of industry and regulatory outlets. |
Competitive Intelligence
(6 Yes /6 Known /10 Possible features)
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Competitor Product Monitoring Tracks new product launches and changes in competitor offerings. |
Monitors and lists new competitor insurance product launches and changes. | |
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Pricing Intelligence Collects and analyzes competitor pricing information in real time. |
Pricing intelligence on insurance products is included in competitor benchmarking features. | |
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Share of Voice Tracking Measures presence and prominence in digital media vs. competitors. |
Share of voice tracking via social, press, and online mentions is a feature. | |
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Competitor Feature Comparison Allows side-by-side comparison of competitor product features. |
Competitor product feature comparison dashboard is part of insurance benchmarking tools. | |
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Patent and IP Monitoring Tracks new patents, IP filings, or technological advances from competitors. |
No information available | |
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Competitive Benchmarking Reports Provides automated reports summarizing competitive position. |
Automated competitor benchmarking reports offered as part of competitive intelligence for insurance. | |
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Automated Alerting Notifies users about significant competitor activity or product announcements. |
Users are notified of significant market/competitor announcements via alert system. | |
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Competitor SWOT Analysis Tools Assists with systematic tracking of competitor strengths, weaknesses, opportunities, threats. |
No information available | |
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Regulatory Activity Tracking Monitors compliance or legal filings by competitors. |
No information available | |
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Speed of Competitor Update Detection Timeliness of identifying and reporting on competitor changes. |
No information available |
Reporting and Visualization
(9 Yes /9 Known /10 Possible features)
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Custom Report Builder Flexible tools to create tailored, multi-source reports. |
Flexible custom report builder is a core benefit of the analytics platform. | |
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Export Formats Ability to export reports and data to multiple formats (PDF, Excel, PowerPoint, etc.). |
Export to PDF, Excel, PowerPoint and more is standard for S&P's reporting modules. | |
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Data Visualization Library Comprehensive library of charts, graphs, and diagrams. |
Comprehensive visualization library, including charts and graphs, with interactive elements advertised. | |
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Interactive Dashboards Support for interactive, filterable dashboards for data exploration. |
Interactive dashboards for insurance analytics are a key feature. | |
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Scheduled Reporting Ability to automate report generation and delivery at set intervals. |
Reporting scheduling and automated delivery available. | |
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Whitelabel Branding Design tools to apply company branding to reports and dashboards. |
Whitelabel branding available for enterprise clients as indicated in enterprise product documentation. | |
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Collaboration & Commenting Tools Allows team members to provide feedback directly on reports/visualizations. |
Supports collaboration—users can comment and annotate on shared reports. | |
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Mobile Accessibility Reports and dashboards are accessible via smartphones/tablets. |
Mobile accessible dashboards available through S&P web/mobile apps. | |
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Report Generation Speed Time required to compile and render reports. |
No information available | |
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Access Controls for Reporting Role-based permissions for viewing, editing, or sharing reports. |
Role-based controls for report access/sharing are configurable in S&P's administrative settings. |
Collaboration and Workflow
(5 Yes /5 Known /10 Possible features)
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Project Management Tools Integrated tools for project planning, assignment, and tracking. |
No information available | |
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Shared Workspaces Common spaces for teams to organize and share research outputs. |
Teams can create and manage shared workspaces for research collaboration. | |
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Task Assignment and Tracking Users can assign, prioritize, and monitor market research tasks. |
No information available | |
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Version Control Tracks changes to documents and allows rollbacks to previous versions. |
Version control for reports and shared data is included to support audit and compliance. | |
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Integration with Productivity Suites Direct integration with tools like Slack, Teams, or Google Workspace. |
No information available | |
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Workflow Automation Automatic trigger of routine processes or notifications based on activity/status. |
Workflow automation around alerts and data processes is promoted for operational efficiency. | |
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User Annotations Permits annotation or note-taking on shared resources/data. |
User annotation tools are available for marking up analytics reports. | |
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Approval Workflows Formalizes review and approval of research findings before distribution. |
No information available | |
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File Sharing Limits Maximum file size or volume for direct in-platform sharing. |
No information available | |
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Real-Time Notifications Delivers updates and alerts to team members instantly. |
Real-time team notifications available for critical events or updates. |
Security and Compliance
(8 Yes /8 Known /10 Possible features)
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Data Encryption At Rest & In Transit Data is encrypted both when stored and while being transmitted. |
Data security documentation references strong encryption for data in transit and at rest. | |
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GDPR/CCPA Compliance Platform supports features to aid compliance with global data privacy regulations. |
GDPR/CCPA compliance publicly stated in S&P's privacy and compliance resources. | |
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Role-Based Access Controls Customizable user permissions for data and tool access. |
Role-based access controls for datasets and tools are configurable in the platform. | |
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Audit Logging Tracks user actions and data access for forensic or compliance review. |
Audit logging of data and user activity is available for compliance. | |
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Data Anonymization/Pseudonymization Tools to mask or pseudonymize personal information in data sets. |
No information available | |
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Single Sign-On (SSO) Support Allows users to authenticate via corporate SSO providers. |
SSO integration is available for enterprise S&P customers. | |
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Multi-factor Authentication (MFA) Requires additional authentication factors for login. |
Multi-factor authentication (MFA) supported for user authentication. | |
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Data Retention Policies Support setting and automatic enforcement of data retention schedules. |
Data retention policies and automated enforcement are described in compliance documentation. | |
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Security Certification (e.g., ISO 27001, SOC 2) Whether the product provider holds recognized security certifications. |
Holds multiple security certifications, including ISO 27001 and SOC 2. | |
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Data Backup Frequency How often platform data is backed up. |
No information available |
Integration and Extensibility
(5 Yes /5 Known /10 Possible features)
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Third-party Data Source Integration Easily connect and pull from additional data providers. |
Integrates with multiple third-party data sources and providers for insurance intelligence. | |
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Open API Documentation Publicly available, comprehensive API documentation. |
No information available | |
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Integration with CRM/ERP Pre-built connectors to leading CRM and ERP systems. |
Integration with leading CRM and ERP systems confirmed in third-party implementation case studies. | |
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Plug-in/Module Support Allows addition or customization of features via plug-ins/modules. |
No information available | |
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Webhook Support Custom real-time event or data push via webhooks. |
No information available | |
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Data Import/Export Automation Automated routines for periodic data exchange with other systems. |
Automated import/export routines documented for regularly scheduled external data feeds. | |
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Custom API Endpoints Ability to define APIs specific to organization needs. |
No information available | |
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Integration Setup Time Average duration required to connect to third-party systems. |
No information available | |
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Support for Multiple Data Formats Can handle various data formats (CSV, XML, JSON, XLSX, etc.) |
Support for a wide variety of file/data formats listed in import/export and developer docs. | |
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Pre-built Connector Library Comes with pre-built connectors to popular market data providers. |
Pre-built connectors for popular insurance and market data sources available. |
Artificial Intelligence and Automation
(3 Yes /3 Known /10 Possible features)
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Automated Data Classification System can automatically categorize new market data as it is ingested. |
No information available | |
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Machine Learning Modeling Supports building and running ML models within the platform. |
Machine learning modeling tools available as part of advanced analytics for insurers. | |
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Insight Recommendations Uses AI to suggest actionable next steps or strategies. |
Insight recommendations are an advertised value-add for insurance product and risk teams. | |
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Automated Data Cleansing Detects and fixes data quality issues using AI. |
No information available | |
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Natural Language Query Users can ask the system questions using plain language. |
No information available | |
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Voice-driven Analytics Enables users to perform searches and queries by voice input. |
No information available | |
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Auto-tagging of Data System uses AI to automatically tag data with relevant topics or subjects. |
No information available | |
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Pattern Recognition Identifies non-obvious patterns in market or consumer data for deeper insights. |
Pattern recognition for market and portfolio trends is a promoted AI analytics feature. | |
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Robotic Process Automation (RPA) Automates repetitive and rules-based research or data-processing tasks. |
No information available | |
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AI Training Data Volume The amount of data used to train embedded AI models. |
No information available |
Customization and Scalability
(8 Yes /8 Known /10 Possible features)
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Custom Field and Taxonomy Support Administrators can define custom data fields or classification schemes. |
Custom field and taxonomy support available for insurance domain customization. | |
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Configurable Workflows Business processes and research workflows are fully configurable. |
Configurable workflows for research and analytics are part of the insurance suite. | |
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Multi-tenant Support Allows separation of data and features for different lines of business or regions. |
Multi-tenant environment supported for large, multinational insurers. | |
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User Interface Customization Administrators and users can modify layout, colors, and dashboard widgets. |
User interface customization for layout and dashboard design is supported. | |
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Automated Scaling System scales computational resources automatically based on usage. |
Automated scaling is a benefit of S&P's cloud-hosted model. | |
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Concurrent User Capacity The maximum number of users who can operate in the system at once. |
No information available | |
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Custom Branding Capability to apply company logo/branding to all elements. |
Custom branding is supported in dashboards and exports for enterprise clients. | |
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Custom Notification Rules Define specific rules for system notifications and alerts. |
No information available | |
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Variable Retention and Storage Tiers Ability to shift data to lower-cost storage for long-term retention. |
Variable storage and retention tiers are available as part of cloud data management. | |
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Sandbox/Test Environments Availability of a safe test area for configuration/experimentation. |
Sandbox/test environments are offered for new configuration or analytics testing. |
User Experience and Support
(9 Yes /9 Known /10 Possible features)
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Intuitive User Interface Designed for ease of use and reduces learning curve. |
User interface is designed for ease of use, highlighted in reviews and marketing. | |
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Context-sensitive Help In-app help that changes based on selected features or user actions. |
Context-sensitive help messages and tooltips featured in online demos. | |
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Guided Onboarding Walkthroughs and tutorials for new users. |
Guided onboarding process and video/screenwalks are available for new users. | |
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Multi-language Support Ability to use system in multiple languages. |
Multi-language support is available for multinational deployments. | |
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Accessibility Standards Compliance Platform adheres to accessibility standards for users with disabilities. |
Accessibility compliance referenced in S&P platform accessibility statements. | |
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Automated Error Detection and Suggestions System flags user errors and provides actionable suggestions. |
Automated error detection and suggestions available in the UI and during data import steps. | |
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24/7 Customer Support Support team available at any time. |
Premium customer support offers 24/7 access per S&P support page. | |
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Knowledge Base & Documentation Comprehensive guides and FAQs for self-help. |
Comprehensive documentation and searchable online knowledge base available for the platform. | |
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In-app Live Chat Chat support embedded in the platform. |
In-app live chat is available for enterprise accounts as part of support. | |
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User Training Time Estimated average time required for a new user to become proficient. |
No information available |
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