Savings Aggregations

Identify your client's saving habits and thereby guide patterns and opportunities.

This aggregation is appropriate for B2B and B2C use cases.

Introduction

The Savings Aggregation provides an overview of the current savings situation of a customer.

Information you can get from this aggregation:

How much is the customer saving?
What kind of products does the customer prefer?

The Savings Aggregation is based on the label SAVINGS, and its further sub-labels with a higher level of detail.

The aggregation gives an overview of data such as the number of relevant transactions. How much money does the customer save? What kind of savings does the customer use?

What it solves

The existing savings behavior says a lot about a person. On the one hand, the products used (call money, fixed-term deposits, home savings, shares, etc.) show how risk-averse a person is. On the other hand, it shows which opportunities are not yet being used. In addition, savings behavior can show whether and how much a person is used to putting something aside.

Aggregations

A Savings Aggregation can be generated as an Aggregation with the following query:

JSON

{
  "aggregations": [
    {
      "alias": "Savings",
      "includeLabelGroup": [
        "SAVINGS"
      ]
    }
  ]
}