INSIGHT Pro is the configurable analytics solution that transforms adviser behaviour, market interactions, lender products and criteria into decision-ready insight.
Supported by AI, users can connect data from across the advice journey, uncover trends, identify opportunities and make faster, evidence-based decisions.
Every business measures success and risk differently. INSIGHT Pro allows organisations to identify trends, bottlenecks, risks and market opportunities that align directly to their own commercial objectives and governance requirements.
Move beyond predefined dashboards. INSIGHT Pro gives you the flexibility to filter, sort and analyse data at a highly granular level, allowing you to build views around the questions your business actually needs answered.
Understand adviser behaviour, customer demand, market trends and operational performance, benchmarked amongst your peers. Surface opportunities, emerging patterns and commercial risks before they impact outcomes.
Ensure the right information reaches the right people at the right time without relying on manual reporting processes. Save time by creating customised reports once and exporting them as often as needed, reducing repetitive manual work and improving efficiency.
Schedule reports, automate outputs and configure alerts around any aspect of product or market performance metrics, giving you peace of mind that you'll be able to react quickly when changes happen.
Would you like to move from “I think” to “I know”?
Filter data at both report and visualisation level using layered logic, custom date ranges, multiple dimensions and flexible time periods to uncover deeper insight and enable faster, more confident decision making.
Configure dashboards, charts and reports around the metrics that matter most. Adapt outputs to suit operational teams, management functions, compliance oversight and executive reporting.
Schedule any saved report or dashboard with configurable recipients, formats and frequencies. Reduce manual reporting effort while improving consistency and governance.
Configure automated notifications and report generation when thresholds are breached, trends emerge or conditions change. Ensure key stakeholders are informed without constant dashboard monitoring.
Interrogate complex datasets using natural language queries, helping users uncover insight faster without requiring specialist reporting expertise.
Generate clear, exportable reports and visualisations that support governance meetings, strategic planning and commercial decision making.
INSIGHT Pro helps lenders move beyond assumptions and make decisions backed by real market intelligence.
Saffron Building Society uses INSIGHT Pro to analyse adviser behaviour, validate market opportunities and support evidence-based product development. By replacing disconnected data sources with one configurable analytics platform, the team has transformed how it evaluates opportunities and responds to changing market conditions.
INSIGHT Pro enables Saffron to validate market opportunities with real adviser behaviour, replacing assumptions with objective data and giving stakeholders greater confidence in product development decisions.
Analysis that previously required multiple data sources and days of manual investigation can now be completed in hours, and sometimes even minutes, freeing the team to focus on strategic priorities.
With highly granular market intelligence and historical trend analysis, Saffron can identify emerging opportunities, benchmark market activity and respond more quickly to changing adviser and customer needs.
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INSIGHT Pro helps you understand why it happened, what it means and what to do next.
Stop working around static reports. Start building better business outcomes with technology-powered analytics.
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