Naveego, Recently Acquired by Aunalytics, Honored as a 2021 Michigan Celebrates Awardee

Aunalytics Empowers Customers to Harness Their Data with Advanced Analytics and Valuable Business Insights to Enhance Customer Satisfaction, Deliver New Services and Accelerate Competitive Advantage

 

Traverse City, MI (April 7, 2021) – Naveego, recently acquired by Aunalytics, is being celebrated as one of the 2021 awardees for the Michigan 50 Companies to Watch award, presented by Michigan Celebrates Small Business. Aunalytics will be honored at an awards ceremony during the 17th annual Michigan Celebrates Small Business gala event, July 20.

Aunalytics provides Insights-as-a-Service to answer enterprise and midsized companies’ most important IT and business questions. The Aunalytics® cloud-native data platform is built for universal data access, advanced analytics and AI while unifying disparate data silos into a single golden record of accurate, actionable business information.

“Being recognized as a Top 50 Company to Watch is an honor and underscores our commitment to deliver best of breed data analytics solutions and hosting services here in Michigan and beyond,” said Tracy Graham, CEO, Aunalytics. “I want to thank our team members for their dedication and drive to give each and every customer the assurance of quality data they can trust along with actionable analytics to make the most accurate decisions for their businesses while increasing customer satisfaction and competitive advantage.”

The Michigan 50 Companies to Watch are known for making a substantial economic impact and have proven that with this year's nominations totaling 559. This year has challenged businesses due to COVID-19, but many have proven to be valiant and continue to impact Michigan’s economy despite the obstacles they have faced. Out of the applicants for this year's gala each demonstrated innovation and growth, helping their small business create change in communities around Michigan.

“Small businesses create significant economic impact in communities all across Michigan,” said Josh Hundt, Chief Business Development Officer and Executive Vice President at the Michigan Economic Development Corporation. “We are excited to acknowledge and celebrate more than 80 small businesses this year who have been selected by their peers, communities and small business support organizations and demonstrate the resiliency and impact of Michigan small businesses.”

Companies nominated for the Michigan 50 Companies to Watch award must be second-stage companies, defined as having six to 99 full-time-equivalent employees and generating $750,000 to $50 million in annual revenue or working capital from investors or grants. Additionally, the companies must be privately held and headquartered in Michigan.

Each nominee is evaluated based off of intent and capacity to grow such as:

  • Employee or sales growth
  • Exceptional entrepreneurial leadership
  • Sustainable competitive advantage
  • Other notable factors that showcase the company's success

Michigan Celebrates Small Business hopes to celebrate small business success in-person at the Breslin Center in East Lansing on July 20. At this time MCSB is planning for a hybrid approach to the celebration, offering a virtual and in-person experience. If an in-person gala is permitted, MCSB will comply with CDC, state and Michigan State University guidelines.

About Michigan Celebrates Small Businesses

Michigan Celebrates Small Businesses is a non-profit (501c3) organization that is composed of statewide founding organizations that provide small businesses with resources to help their company grow. MCSB has Since 2005, their awards gala has celebrated and honored the impact small businesses have on our communities and state. MCSB makes small businesses their priority and will continue to support, connect, and celebrate small businesses in Michigan.

Michigan Celebrates Small Business is a partnership of the Michigan Economic Development Corporation, Edward Lowe Foundation, Small Business Association of Michigan, U.S. Small Business Administration, Michigan Business Network and the Michigan Small Business Development Center.

Kinexus Group is the Managing Partner of 2021 Michigan Celebrates Small Business gala.

Information about Michigan Celebrates Small Business can be found at www.MichiganCelebrates.org

Tweet this: Naveego Recently Acquired by Aunalytics Honored as a 2021 Michigan Celebrates Awardee! #Dataplatform #Dataanalytics #Dataintegration #Dataaccuracy #ArtificialIntelligence #AI #Masterdatamanagement #MDM #DataScientist #MachineLearning #ML

About Aunalytics

Aunalytics is the data platform company delivering answers for your business. Aunalytics provides Insights-as-a-Service to answer enterprise and midsized companies’ most important IT and business questions. The Aunalytics® cloud-native data platform is built for universal data access, advanced analytics and AI while unifying disparate data silos into a single golden record of accurate, actionable business information. Its DaybreakTM industry intelligent data mart combined with the power of the Aunalytics data platform provides industry-specific data models with built-in queries and AI to ensure access to timely, accurate data and answers to critical business and IT questions. Through its side-by-side digital transformation model, Aunalytics provides on-demand scalable access to technology, data science, and AI experts to seamlessly transform customers businesses. To learn more contact us at +1 855-799-DATA or visit Aunalytics at https://www.aunalytics.com  or on Twitter and LinkedIn.

 

PR Contact:

Sabrina Sanchez
The Ventana Group for Aunalytics
(925) 785-3014
sabrina@theventanagroup.com

 

# # #


CULytics Virtual Summit

Aunalytics Joins 2021 CULytics Summit as Gold Sponsor

Leading Data Platform Provider to Showcase Daybreak for Financial Services Providing Credit Unions with Advanced Analytics and Valuable Business Insights to Accelerate Competitive Advantage

 

South Bend, IN (March 24, 2021) - Aunalytics, a leading data platform company delivering Insights-as-a-Service for enterprise businesses, today announced it is a Gold Sponsor at the upcoming 2021 CULytics Summit.  CULytics attendees are invited to join Aunalytics President, Rich Carlton and customer Benjamin Smith of Communication Federal Credit Union for a joint Q&A session on April 1st @ 9:45 am titled, “How to Leverage Your Data to Win Against National Banks.”

Aunalytics will showcase its DaybreakTM for Financial Services solution at the CULytics virtual event from March 29 to April 1, 2021. Built from the ground up for credit unions and mid-sized banks, Daybreak for Financial Services is a cloud-native data platform with advanced analytics that empowers users to focus on critical business outcomes. The solution seamlessly cleanses data for accuracy, ensures data governance and employs artificial intelligence (AI) and machine learning (ML) driven analytics to glean customer intelligence and business insights for competitive advantage.

“Utilization of digital banking platforms has grown exponentially in the wake of Covid-19 and consumers are not looking back,” said Rich Carlton, President of Aunalytics. “This shift is forcing credit unions and other financial institutions to accelerate their digital transformation plans to meet the needs of their members and remain competitive. We are excited to be a gold sponsor at the upcoming CULytics event and to demonstrate to attendees how our Daybreak for Financial Services solution can help them harness the power of their data with advanced analytics producing valued insights to target and deliver new services and solutions for their customers.”

Tweet this: .@Aunalytics Joins CULytics Summit as Gold Sponsor

#Dataplatform #Dataanalytics #Dataintegration #Dataaccuracy #ArtificialIntelligence #AI #Masterdatamanagement #MDM #DataScientist #MachineLearning #ML#CreditUnion #DigitalTransformation #FinancialServices

About CULytics

CULytics brings peers from the Credit Union industry together to help them drive real outcomes by excelling in managing data and then using insights to compete better in the market. Naveen Jain, Founder and President, is a credit union leader experienced in actionable strategic planning, data analytics, marketing, and innovation that deliver immediate ROI at multi-billion-dollar institutions.

CULytics offers, CULytics Membership, a community-based program of education, exchange and inspiration. The topics are data-centric, interactive and, in large part, selected by their members. Membership, tiered to be cost-effective for any size credit union, covers individual CU Leaders or the entire organization throughout the year and provides access to Webinars, Case-Studies, Vendor Evaluations and a variety of tools, including the Data Governance Application and Credit Union Peer Benchmark tools. In addition, members can take advantage of CULytics Workshop series and special events like CULytics Annual Summits and CULytics Days.

About Aunalytics

Aunalytics is the data platform company delivering answers for your business. Aunalytics provides Insights-as-a-Service to answer enterprise and midsized companies’ most important IT and business questions. The Aunalytics® cloud-native data platform is built for universal data access, advanced analytics and AI while unifying disparate data silos into a single golden record of accurate, actionable business information. Its DaybreakTM industry intelligent data mart combined with the power of the Aunalytics data platform provides industry-specific data models with built-in queries and AI to ensure access to timely, accurate data and answers to critical business and IT questions. Through its side-by-side digital transformation model, Aunalytics provides on-demand scalable access to technology, data science, and AI experts to seamlessly transform customers’ businesses. To learn more contact us at +1 855-799-DATA or visit Aunalytics at https://www.aunalytics.com  or on Twitter and LinkedIn.

PR Contact:

Sabrina Sanchez
The Ventana Group for Aunalytics
(925) 785-3014
sabrina@theventanagroup.com


Daybreak Analytic Database

Aunalytics Introduces Next-Generation Daybreak for Financial Services

Empowering Users with Advanced Analytics and Valuable Business Insights to Accelerate Competitive Advantage

 

South Bend, IN (March 23, 2021) - Aunalytics, a leading data platform company delivering Insights-as-a-Service for enterprise businesses, today introduced its next generation of DaybreakTM for Financial Services designed for mid-sized banks and credit unions. The enhanced solution empowers community financial institutions with advanced analytics and valuable business insights to improve customer relationships, strategically deliver new products and services through data-driven campaigns and drive competitive advantage with Aunalytics’ side-by-side digital transformation model.

As with many businesses, financial institutions have a plethora of data that is typically siloed across many systems throughout the organization. Aggregating and integrating this data is a major challenge that can be difficult and time-consuming, if not nearly impossible, such as with transactional data. According to leading analysts, 70 percent of big data and analytics deployments will fail to meet cost savings and revenue generation objectives due to skill and integration challenges.

“We have data; every bank has data—tons of it. What we didn’t have was a way to integrate all this data into something useful,” said John Kamin executive vice president and chief information officer, Provident Bank. “We embarked on a journey that would not only allow us to turn data into information but enable us to look forward with predictive analytics and AI capabilities. Aunalytics helped us jumpstart that vision.”

Built from the ground up for mid-sized banks and credit unions, Daybreak for Financial Services is a cloud-native data platform with advanced analytics that empowers users to focus on critical business outcomes. The solution cleanses data for accuracy, ensures data governance across the organization, and employs artificial intelligence (AI) and machine learning (ML) driven analytics to glean customer intelligence and insights in focus from relevant business information. With daily insights powered by the Aunalytics® cloud-native data platform, industry intelligence, and smart features that enable a variety of analytics solutions for fast, easy access to credible data, users can find the answers to such questions as:

  • Who are my current customers that have a loan and not a deposit account?
  • Who are my most profitable members?
  • Who are my customers at risk for churn?
  • Which loans were modified from the previous day?
  • Who are my current members with a HELOC that are utilizing less than 25% of their line of credit?

“As customer interactions become increasingly digital, community banks and credit unions are losing the competitive advantage that local, personalized, white-glove service has traditionally afforded them and, at the same time, they lack valuable business insights that untapped data could provide to improve their operations,” said Katie Horvath, VP of Marketing and Communications, Aunalytics. “Daybreak for Financial Services offers an opportunity to turn that around and regain advantage with the ability to target, discover and offer the right services to the right people, at the right time.”

New features in Daybreak for Financial Services include:

  • Golden Record Assurance:
    • Daybreak cleanses data for accuracy and governance and transforms disparate data forms and formats into a common language for building data models. Data fields and records are matched and merged into a golden record for a single source of truth, ready for analytics.
    • The industry-intelligent data mart is designed specifically for banks and credit unions, allowing them to automatically find customer data across the organization such as lending, mobile banking, ATM, CRM, wealth and trust. Extracting company data from all business units that is accurate and streamed in real-time, enables better decision making. Aggregated data reveals a 360-degree view of customer behaviors and insights for data-driven campaigns and greater customer and product targeting capabilities.
  • Smart Features™ :
    • Aunalytics data scientists create high value data fields derived from a company’s internal data and added to data models capable of answering industry and functional questions. Business users have access to actionable data, enriched with Smart Features, to answer impactful questions for the first time. For example, if a banking customer has improved a credit score and is now in the “excellent” range, the bank can take action and let the customer know that if interested in a home equity loan, s/he qualifies for low interest rates.
    • In addition, Daybreak offers a significant advantage with automated data enrichment and pre-built connectors to most major core systems such as CRMs, loan and mortgage systems, and other heavily utilized financial industry applications. Mid-sized banks and credit unions now have access to external data, allowing them to understand more about their customers’ relationships with other companies and identify products and services that customers might be interested in. This presents opportunities that may have otherwise been missed - learning that a customer has outside investment and mortgage accounts might prompt outreach to the customer to make a switch.
  • Natural Language Answers™ and Insights:
    • Daybreak is built for the non-technical business user to query data using NLP searching, and visually display golden records of data, analytics results, and insights. Users do not need to know SQL, computer coding, database technical knowledge or IT expertise to find answers to their most important business and IT questions.
    • Insights allows users to better understand the information in their data by creating visualizations of their query results. Visualizations can be easily configured and viewed as intuitive graphics, not through complex database filtered lists of endless fields, so users can answer important business questions about customers.

Tweet this: .@Aunalytics Introduces Next-Generation Daybreak for Financial Services, Empowering Users with Advanced Analytics and Valuable Business Insights to Accelerate Competitive Advantage

#Dataplatform #Dataanalytics #Dataintegration #Dataaccuracy #ArtificialIntelligence #AI #Masterdatamanagement #MDM #DataScientist #MachineLearning #ML

About Aunalytics

Aunalytics is the data platform company delivering answers for your business. Aunalytics provides Insights-as-a-Service to answer enterprise and midsized companies’ most important IT and business questions. The Aunalytics® cloud-native data platform is built for universal data access, advanced analytics and AI while unifying disparate data silos into a single golden record of accurate, actionable business information. Its DaybreakTM industry intelligent data mart combined with the power of the Aunalytics data platform provides industry-specific data models with built-in queries and AI to ensure access to timely, accurate data and answers to critical business and IT questions. Through its side-by-side digital transformation model, Aunalytics provides on-demand scalable access to technology, data science, and AI experts to seamlessly transform customers’ businesses. To learn more contact us at +1 855-799-DATA or visit Aunalytics at https://www.aunalytics.com  or on Twitter and LinkedIn.

PR Contact:
Sabrina Sanchez
The Ventana Group for Aunalytics
(925) 785-3014
sabrina@theventanagroup.com


Aunalytics Acquires Naveego to Expand Capabilities of its End-to-End Cloud-Native Data Platform to Enable True Digital Transformation for Customers

Naveego Data Accuracy Platform Provides Comprehensive Data Integration, Data Quality, Data Accuracy and Data Governance for Enterprises to Capitalize on Data Assets for Competitive Advantage

South Bend, IN (February 22, 2021) - Aunalytics, a leading data platform company, delivering Insights-as-a-Service for enterprise businesses today announced the acquisition of Naveego, an emerging leader of cloud-native data integration solutions. The acquisition combines the Naveego® Complete Data Accuracy Platform  with Aunalytics’ AunsightTM Data Platform to enable the development of powerful analytic databases and machine learning algorithms for customers. 

Data continues to explode at an alarming rate and is continuously changing due to the myriad of data sources in the form of artificial intelligence (AI), machine learning (ML), the Internet of Things (IoT), mobile devices and other sources outside of traditional data centers. Too often, organizations ignore the exorbitant costs and compliance risks associated with maintaining bad data. According to a Harvard study, 47 percent of newly created records have some sort of quality issue. Other reports indicate that up to 90 percent of a data analyst’s time is wasted on finding and wrangling data before it can be explored and used for analysis purposes.   

Aunalytics’ Aunsight Data Platform addresses this data accuracy dilemma with the introduction of Naveego into its portfolio of analytics, AI and ML capabilities. The Naveego data accuracy offering provides an end-to-end cloud-native platform that delivers seamless data integration, data quality, data accuracy, Golden-Record-as-a-ServiceTM and data governance to make real-time business decisions for customers across financial services, healthcare, insurance and manufacturing industries.

Aunalytics will continue to innovate advanced analytics, machine learning and AI solutions including the company’s newest DaybreakTM offering for financial services. Unlike other “one-size-fits-all” technology solutions, Daybreak was designed exclusively for banks and credit unions with industry specific financial industry intelligence and AI built into the platform. Daybreak seamlessly converts rich, transactional data for end-users into actionable, intelligent data insights to answer customers most important business and IT questions.  

“I’m extremely excited to be leading this next chapter of innovation and growth for Aunalytics and to provide our customers with a new era of advanced analytics software and technology service coupled with Naveego’s data accuracy platform,” said Tracy Graham, CEO, Aunalytics. “Now enterprises have the assurance of data they can trust along with actionable analytics to make the most accurate decisions for their businesses to increase customer satisfaction and shareholder value.”

Tweet this: .@Aunalytics Acquires Naveego to Expand Capabilities of its End-to-End Cloud-Native Data Platform to Enable True Digital Transformation for Customers #DataPlatform #DataAnalytics #DataIntegration #DataAccuracy #ArtificialIntelligence #AI #MasterDataManagement #MDM #DataScientist #MachineLearning #ML

About Aunalytics

Aunalytics is the data platform company delivering answers for your business. Aunalytics provides Insights-as-a-Service to answer enterprise and midsized companies’ most important IT and business questions. The Aunalytics® cloud-native data platform is built for universal data access, advanced analytics and AI while unifying disparate data silos into a single golden record of accurate, actionable business information. Its DaybreakTM industry intelligent data mart combined with the power of the Aunalytics data platform provides industry-specific data models with built-in queries and AI to ensure access to timely, accurate data and answers to critical business and IT questions. Through its side-by-side digital transformation model, Aunalytics provides on-demand scalable access to technology, data science, and AI experts to seamlessly transform customers businesses. To learn more contact us at 1-855-799-DATA or visit Aunalytics at http://www.aunalytics.com  or on Twitter and LinkedIn.

PR Contact: 

Sabrina Sanchez
The Ventana Group for Aunalytics
(925) 785-3014
sabrina@theventanagroup.com


Six Steps Toward a More Secure Technology Environment

In the past few months, it’s become obvious that despite the world and our communities being hurt by the ongoing pandemic, hackers and bad actors are continually on the hunt for a good score. Ransomware attacks have been hitting hard at key infostructures; particularly schools. Schools have already paid over a half million dollars in ransom to some of these attackers.

In the last seven days, there have been over 20 attacks on these targets, ranging from inaccessible systems to full payouts to the attackers.

While there are no guarantees that your organization will not be hit, there are many things every organization can do to become less of a target and strengthen your own boundaries. Though some of these recommendations require an operations cost, many are free and only take a little time. ALL tactics are extremely valuable towards ensuring your organization is harder to hit.

Please contact Aunalytics if you’re interested in discussing the following steps toward a more secure technology environment.

  1. Only do work-related activities on work computers
  2. Check for password strength
  3. Review your spam and phishing filters (Microsoft Security)
  4. Train your users so they can maintain vigilance (in-house education, Knowbe4)
  5. Apply Multi-Factor Authentication (Microsoft, Okta)
  6. Put CXOs, VPs and organizational decision makers on an anti-spoof list (Microsoft Advanced Threat Protection)


Daybreak Analytic Database

Daybreak: A Foundation for Advanced Analytics, Machine Learning, and AI

Financial institutions have no shortage of data, and most know that advanced analytics, machine learning, and artificial intelligence (AI) are key technologies that must be utilized in order to stay relevant in the increasingly competitive banking landscape. Analytics is a key component of any digital transformation initiative, with the end goal of providing a superior customer experience. This digital transformation, however, is more than simply digitizing legacy systems and accommodating online/mobile banking. In order to effectively achieve digital transformation, you must be in a position to capitalize one of your greatest competitive assets—your data.

However, getting to successful data analytics and insights comes with its own unique challenges and requirements. An initial challenge concerns building the appropriate technical foundation. Actionable BI and advanced analytics require a modern specialized data infrastructure capable of storing and processing a large magnitude of transactional data in fractions of a second. Furthermore, many financial institutions struggle not only with technical execution, but also lack personnel skillsets required to manage an end-to-end analytics pipeline—from infrastructure to automated insights delivery.

In this article, we examine some of the most impactful applications of advanced analytics, machine learning, and AI for banks and credit unions, and explain how Daybreak for Financial Services solves many of these challenges by providing the ideal foundation for all of your immediate and future analytics initiatives.

Machine Learning and Artificial Intelligence in the Financial Industry

Data analysis provides a wide range of applications that can ultimately increase revenue, decrease expenses, increase efficiency, and improve the customer experience. Here are just a few examples of how data can be utilized within the financial services industry:

  1. Inform decision-making through business intelligence and self-service analytics:

While banks and credit unions collect a wide variety of data, traditionally, it has not always been easy to access or query this data, which makes uncovering the desired answers and insights difficult and time-consuming. With the proper analytics foundation, employees across the organization can begin to answer questions that directly influence both day-to-day and long-term decision-making.

For example, a data-informed employee could make a determination on where to open a new branch based on where most transactions are taking place currently, or filter customers by home address. They could also determine how to staff a branch appropriately by looking at the times of day that typically have the most customer activity, and trends related to that activity type.

  1. Improve collection and recovery rates on loans:

By implementing pattern recognition, risk and collection departments can identify and efficiently target the most at-risk loans. Loan departments could also proactively reach out to holders of at-risk loans to discuss refinancing options that would improve the borrower’s ability to pay and decrease the risk of default.

  1. Improve efficiency and effectiveness of marketing campaigns:

Banks and credit unions can create data-driven marketing program to offer personalized services, next-best products and improve customer onboarding, by knowing which customers to reach out to at the right time. Data-driven marketing allows financial institutions to be more efficient with their marketing dollars and track campaign outcomes better.

  1. Increased fraud detection abilities

Unfortunately, fraud has become quite common in the financial services industry, and banks and credit unions are investing in new technologies to fight it. Artificial intelligence can be used to detect triggers that indicate fraud in transactional data. This gives institutions the ability to proactively alert customers of suspected fraudulent activities on their accounts to prevent further loss.

These applications of machine learning and AI simply scratch the surface of what outcomes can be achieved by utilizing data, but they are not always easy to implement. Before a financial institution can embark on any advanced analytics project, they must first establish the appropriate foundational analytics infrastructure.

Daybreak is a Foundational Element for Analytics

There are many applications for analytics within the financial services industry, but the ability to utilize machine learning, AI, or even basic business intelligence is limited by data availability and infrastructure. One of biggest challenges to the achievement of advanced analytics initiatives is collecting and aggregating data across multiple disparate sources, including core data. In order to make truly proactive decisions based on data, these sources need to be updated regularly, which is a challenge unto itself.

Additionally, this data needs to be aggregated on an infrastructure built for analytics. For example, a banking core system is built to record large amounts of transactions and is designed to be a system of record. But it is not the optimal type of database structure for analytics.

To solve these challenges, Aunalytics has developed Daybreak, an industry-intelligent data mart built specifically for banks and credit unions to access and take action on the right data at the right time. Daybreak includes all the infrastructure components necessary for analytics, providing financial institutions with an up-to-date, aggregated view of their data that is ready for analysis. It offers users easy-to-use, intuitive analysis tools for people of all experience levels—industry-specific pre-built queries, the Data Explorer guided query tool, or the more advanced SQL Builder. Daybreak also provides easy access to up-to-date, accurate data for more advanced analytics through other modeling and data science tools.

Once this infrastructure is in place, providing the latest, analytics-ready data, the organization’s focus can shift to implementing a variety of analytics solutions, such as advanced KPIs, predictive analytics, targeted marketing, and fraud detection.

Daybreak Uses AI to Enhance Data for Analysis

In addition to providing the foundational infrastructure for analytics, Daybreak also utilizes AI to ensure the data itself is both accurate and ready for analysis. Banks and credit unions collect large amounts of data, both structured and unstructured. Unfortunately, unstructured data is difficult to integrate and analyze. Daybreak uses industry intelligence and AI to convert this unstructured data into a structured tabular format, familiar to analysts. To ensure accuracy, Daybreak utilizes AI to perform quality checks to detect anomalies as data is added or updated.

This industry intelligence also allows Daybreak to create Smart Features from existing data points. Smart Features are completely new data points that are engineered to answer actionable questions relevant to the financial services industry.

Banks and credit unions are fortunate to have a vast amount of data at their disposal, but for many institutions, that data is not always easily accessible for impactful decision-making. That is why it is necessary to build out a strong data foundation in order to take advantage of both basic business intelligence and more advanced machine learning and AI initiatives. Daybreak by Aunalytics provides the ideal, industry intelligent foundation for financial institutions to jump start their journeys toward digital transformation, with the tools they need in order to utilize data to grow their organizations.


Customer Intelligence

Aunalytics’ Client Success Team Drives Measurable Business Value

Transitioning to a more data-driven organization can be a long, complicated journey. A complete digital transformation is more than simply adopting new technologies (though that is an important component.) It requires change at all levels of the business in order to pivot to a more data-enabled, customer-focused mindset. Aunalytics Client Success is committed to helping organizations digitally transform by guiding and assisting them along every step of the journey, and ultimately, allowing them to thrive.

Below, the Client Success (CS) team has answered some of the most common questions about what they do and how they help organizations achieve measurable business outcomes.

What is Client Success?

Aunalytics CS partners with clients to become their trusted advisor, by building a customized CS Partnership Plan utilizing the client’s unique business needs as the core goals. The CS Partnership Plan creates an exceptional client experience by consistently applying a combination of our team and technology to deliver measurable value and business outcomes for our clients.

What are the main goals of the Aunalytics Client Success team?

The Client Success team has four main goals:

  1. Designing targeted client experiences (by industry, product, and digital transformation stage)
  2. Recommending targeted next steps by simplifying and synthesizing complex information
  3. Delivering proactive and strategic support from onboarding to solution launch, ongoing support, and consulting
  4. Collecting and responding to client feedback on ways our service delivery can evolve

What are the various roles within the CS team?

There are two main roles within the CS team that interact with clients on a regular basis. The first is the Client Success Manager (CSM). The CSM manages day-to-day client tactical needs, providing updates and direction throughout the onboarding process. As the liaison between clients and the Aunalytics team, the CSM synthesizes complex information into clear actions, mitigates any roadblocks that may occur, and clearly communicates project milestones. The CSM works closely with the clients throughout their partnership with Aunalytics, from onboarding, adoption, support, and engagement.

The Client Success Advisor (CSA) works on high-level strategy with each client, translating Aunalytics’ technology solutions into measurable business outcomes. They partner with the clients’ key stakeholders to understand their strategic objectives and create a custom technology roadmap that identifies the specific steps necessary to reach their digital transformation goals. These goals are integrated into the client’s specific CS Partnership Plan to ensure we are aligned on objectives and key results, with clear owners, timelines, and expected outcomes.

How often can a client expect to hear from a CS team member throughout their engagement with Aunalytics?

The CS team is introduced to clients at the initial kickoff meeting and CSMs initiate weekly touch points to ensure onboarding milestones are being met and to communicate action items, responsible parties, and next steps. During these calls the CS team (CS Manager, CS Advisor, Data Engineer, & Business Analyst) will review the project tracker—highlighting recent accomplishments, key priorities, and next steps. Each item is documented, assigned an owner, a timeline, and clear expectations around completion criteria.

What is the Aunalytics “Side-by-Side Support” model and how does the CS team help facilitate this?

Our side-by-side service delivery model provides a dedicated account team, comprised of technology (Data Engineers (DE), Data Scientists (DS), and Business Analysts) and data experts (Product Managers, Data Ingestion Engineers, and Cloud Infrastructure Team), to help transform the way our clients work. The account team collaborates across the company, in service of the client, to ensure that everyone on the team is driving towards the client’s desired outcomes. The CSA captures this information in the CS Partnership Plan to ensure alignment, key priorities, and ownership of time-bound tasks.

The CS team partners with Aunalytics’ Product, Ingestion, and Cloud teams to share client questions, recommendations, and future enhancement ideas. The Partnership Plan is a custom document that evolves with the client’s ever-changing needs. The CSA reviews the Partnership Plan with the client every quarter to capture new goals, document accomplishments, and create feasible timelines for implementation. The goal of the CSA is to create a relationship with the client, in which they view the CSA as a key member of their internal team (e.g. the same side of the table vs. a vendor).

A successful partnership with Aunalytics’ Client Success team is when concrete business outcomes and value are realized by the client, through the use of Aunalytics’ solutions (products + service).

What are some examples of business outcomes that CS has helped Daybreak for Financial Services clients achieve?

In addition to guidance throughout the initial implementation of Daybreak, CS has assisted banks and credit unions with the execution of a number of actionable business cases, such as:

  • Assisting Financial Institutions with implementation of self-service analytics programs;
  • Improving collection and recovery rates on loans;
  • Implementing pattern recognition to make sure that risk and collection departments are efficiently targeting the most at-risk loans;
  • Creating data driven marketing programs to offer personalized services, next-best products, and onboarding. Data-driven marketing allows financial institutions to be more efficient with their marketing dollars and track campaign outcomes better;
  • Integration with 3rdparty software systems.

The Aunalytics Client Success team is instrumental in helping clients realize measurable business value. Together with Aunalytics’ strong technology stack, this side-by-side delivery model ensures that all clients are equipped with the resources they need to affect positive change within the organization and achieve their digital transformation goals.


Daybreak Analytic Database

Daybreak’s Built-in Industry Intelligence Leads to Faster, More Actionable Insights for Banks and Credit Unions

When choosing a piece of technology for your business, it is important to consider technical specs, features, and performance metrics. But that isn’t all that matters. Even though a product or solution may fit all of your technical requirements, it might not be a great fit for your bank or credit union. As an all-in-one data management and analytics platform, Daybreak is a uniquely strong contender on technical abilities alone, but it also offers features specifically engineered to answer the most prevalent and actionable questions that banks and credit unions currently ask, or should be asking themselves, every day. This is made possible through its built-in industry intelligence.

Industry Intelligence Increases Speed to Insights

Daybreak was developed specifically to help mid-market banks and credit unions compete, leveraging the same big data and analytics technologies and capabilities as the largest, leading institutions in the industry. We know that financial services organizations have a wealth of data—but not all of it is actionable, nor even accessible in its current state. We quickly break down data silos and integrate all the relevant data points from multiple systems; including internal and external, structured and unstructured.

It is Industry Intelligent because our experience knows the kinds of questions an institution needs to answer—that is why over 40% of the data in our model doesn’t exist in the raw customer data. These new data points are called Smart Features.

Over 40% of the data in the Daybreak model doesn’t exist in the raw customer data. It is engineered using Smart Features.

Data Enriched with Smart Features Provides Actionable Insights

One huge advantage that Daybreak offers banks and credit unions is automated data enrichment, through the use of Smart Features. Smart Features are newly calculated data points that didn’t exist before. Daybreak utilizes AI to generate these new data points which allow you to answer more questions about your customers than ever before. For example, Daybreak automatically converts unstructured transactional data into structured Smart Features—converting a long, confusing text string to a transaction category. A transaction that looks like this in the raw data…

CHASE CREDIT CRD CHECK PYMT SERIAL NUMBER XXXXXXXX

Is converted to this data point, which can be easily analyzed or used to filter and analyze:

Customer Number Account Number Destination Category Destination Name Recurring Payment
123 456 Credit Card Chase Yes

Another category of Smart Features are new values that are calculated based on existing data. For example, Daybreak’s AI scans transactional data and determine which branch is used most often by each individual. It can look at person’s home address and determine which branch is the closest to their home. The AI also scans transactional data for anomalies, and flags any unusual activities, which may indicate a fraud attempt, or a life change. For example, if an account suddenly stops showing direct deposits, perhaps that customer has changed jobs, or is in the process of switching to a different bank.

Since these Smart Features are automatically created, you can start asking actionable questions right away, without waiting for complicated analysis to be performed.

Daybreak has pre-built connectors to most of the major core systems, CRMs, loan and mortgage systems, and other heavily utilized financial industry applications. This means we can get access to your data faster, including granular daily transactional data, and automatically serve it back in a format that you can use to make data-driven decisions. We’ve figured out the difficult foundational part so you don’t have to spend months of development time building a data warehouse from scratch—you will begin getting insights right away.

Daybreak aggregates data from multiple sources, and allows you to receive actionable insights right away.

Scale your Team’s Industry Experience with Daybreak

One challenge that organizations face with any new initiative is how to transfer knowledge and collaborate across departments or locations. If one team member creates a useful analysis or process, it can be difficult to share with others who may want to look at the same type of information. Daybreak’s Query Wizard makes it easy to share intelligence across your business by providing pre-built queries for common banking questions and insights. We also update the pre-built queries regularly with new business-impacting questions as they are formulated. Lastly, in a click of a button, any query is available in SQL code, providing a huge head start to your IT team in more advanced work that they would like to do.

The Daybreak Advantage

Unlike other “one-size-fits-all” technology solutions, Daybreak has financial industry intelligence and AI built into the platform itself. It allows banks and credit unions easy access to relevant data quickly, and without investing excessive time and money to make it happen. With Daybreak, business users have access to actionable data, enriched with Smart Features, in order to start answering impactful questions they’ve never been able to before. Your entire organization can utilize industry-specific insights and collaborate on data analysis.

Daybreak is a game-changer for banks and credit unions. Start making better business decisions by effectively leveraging your data today.