Manage sales analyses securely with agree21IDA
With agree21IDA, financial institutions operating in the agree21 environment have a powerful tool for analysis and evaluation. Fincon Reply enables structured, standardised use of agree21IDA for sales management. Financial institutions gain a transparent basis for campaigns, selections and analyses without having to build up extensive specialist knowledge.
The scenario
Analysis and sales management based on a consistent data basis
Financial institutions need reliable analytical tools to derive specific actions for market engagement from customer and sales data. Sales management defines target groups, prepares campaigns, supports sales channels and evaluates the success of individual measures. In this context, business rules relating to products, segments and conditions must be aligned with marketing consents, process requirements and the technical data storage in the core banking system. A transparent and consistent basis for recurring evaluations, mailings, and ad-hoc activities is therefore essential.
The challenge
Reducing dependency on specialist agree21IDA knowledge may sound simple – enabling sales management to operate independently is the real challenge
Many financial institutions face the challenge of providing reliable evaluations without making every analysis dependent on in-depth knowledge of data logic, core banking systems, and agree21IDA. Particularly for customer-related activities, GDPR-compliant selections, valid marketing consents, accurate address data and clearly defined target groups are essential.
At the same time, skills shortages and the high degree of specialisation make it difficult to maintain this expertise within a single role over the long term. Without standardised logic, additional coordination effort, manual checks and error-prone variations can arise.
The solution
Translate business logic into clear data structures
A proven approach translates the business objectives of sales management into a reusable analytical solution. The first step is to define the bank's own sales management: sales orientation, segmentation criteria, sales channels, and permissible reasons for contacting customers are specified precisely. This provides the basis for selection logic that incorporates marketing consents, exclusions and address quality.
Each evaluation follows a transparent standardised approach, allows controlled variations and remains reproducible. By documenting the criteria applied, each analysis remains fully traceable.
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The implementation
Establish reliable sales selections
The implementation combines business precision with technical reusability. The result is a report that reduces the workload for sales management while improving the quality of each selection. In practice, a clearly defined process has proven effective:
Analysis and Definition
Clarify the technical control logic and derive precise technical requirements.
Concept
Separate professional definitions from technical specifications to create a flexible and maintainable analysis report.
Automation
Automatically update data, reduce manual interventions, and keep the data foundation reliably up to date.
Implementation
Use a report with structured prompts, standardized selection logics, and controlled variants.
Quality Assurance
Test along professional test cases, such as target groups, consents, exclusions, and address quality.
Knowledge transfer
Empower employees in the development, maintenance, and application of the report so that the solution is used sustainably.
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The result
Use data faster and reliably
The result is a tailored analytical solution that enables financial institutions to carry out individual analyses and recurring sales activities efficiently. Standardised selection logic reduces complexity, error-prone variations and the need for repeated coordination. Employees can use the analyses within a controlled framework without having to understand every detail of the agree21IDA data logic.
Automatic documentation of the selection criteria also improves transparency and auditability. This allows sales management to focus on its core task: using reliable data insights to support effective market engagement.
