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• Matomo vs WP-Statistics – which web analytics plugin suits you best ?

  2 avril 2020, par Joselyn Khor — Analytics Tips, Plugins

  Due to the endless choices, you may be wondering which web analytics plugin (GA, Slimstat or WP-Statistics) to choose from on the WordPress directory. If the choice is between WP-Statistics and Matomo for WordPress, we’ve got you covered. Have a look at which could be the best option for you. Our team tested the WP-Statistics plugin to see how it compares. It’s hard not to be biased, but we’ll try our best to give you a fair assessment.

  The main considerations in this article : 

  • General overview
  • General comparison
  • Similarities
  • Differences
  • Three notable feature category comparisons
  • Which tool suits you better ?

  General overview

  What’s Matomo Analytics for WordPress ?

  Matomo for WordPress is a free, privacy-friendly web analytics plugin that lets you understand website visitors and how they behave on your site. With comprehensive insights, you get the opportunity to increase conversions, and the know-how to improve your website. 

  It lets you undertake essential analysis by tracking information, such as, where visitors are coming from, what your most popular pages are, and how visitors are using your site.

  In addition to the fundamentals, the tool also allows for advanced tracking and analysis with features that give you a full understanding of behavioural patterns and website performance. This enables you to optimise your WordPress website to increase sales or engagement.

  It offers a complete analytics package with the bonuses of 100% data ownership, no data sampling, and GDPR compliance. 

  What’s WP-Statistics ?

  WP-Statistics is currently the most used self-hosted WordPress statistics plugin. It provides reports that let you analyse who your visitors are, where they’re coming from, and to an extent what they’re doing on your website.

  Like Matomo for WordPress, it gives you an understanding of your audience which helps you make decisions on how to improve your website for more conversions. 

  As it’s self-hosted on your own WordPress servers it can be seen as a privacy-friendly choice with a few tweaks (more on this below).

  Like Matomo for WordPress, it gives you an understanding of your audience which helps you make decisions on how to improve your website for more conversions. 

  General comparison

  Let’s compare the installation process and the dashboards that get installed in your WordPress.

  Installation

  Both Matomo and WP-Statistics are installed directly in your WordPress so you’ll be able to see your analytics reports right in your WordPress dashboard. You can install them both straight from the WordPress Directory.

  The installation process for both plugins is beginner-friendly. You simply need to find them on the WordPress directory, click on ‘Install Now’, and tracking should start immediately in your WordPress dashboard.

  Dashboard

  For the main Matomo platform you’ll see :

  • Visitors – Overview, Visits Log, Real-time, Real-time Map, Locations, Devices, Software, Times, User IDs, Custom Variables, User Type
  • Behaviour – Pages, Entry Pages, Exit Pages, Page titles, Site Search, Outlinks, Downloads, Events, Contents, Engagement, Transitions, Users Flow, Top Paths, Page Author, Page Location, Page Type, Crawling errors
  • Acquisition – Overview, All Channels, Search Engine & Keywords, Websites, Social Networks, Campaigns, Campaign URL Builder, Crawling overview
  • Ecommerce – Overview, Ecommerce Log, Products, Sales, Multi Attribution
  • Goals – Overview, Multi Attribution, Choose Goals, Manage Goals
  • These may be worded differently from WP-Statistics, but they show you all the information you need to know about your traffic, pages, etc.

  Previous

  Next

  In the dashboard for WP-Statistics you’ll see :

  • Overview, Hits, Online, Referrers, Search Words, Search Engines, Pages, Visitors, Categories, Tags, Authors, Browsers, Top Visitors Today
  • These are the only things you can see in the dashboard. So you can’t click into them for a drop down section to get deeper insights. 
  •  

  

  Key similarities between Matomo and WP-Statistics

  • Free to use
  • Self-hosted – All data collected is stored only within your own servers, no third parties have rights over your data, and logs or report data will never be sent to other servers. 
  • Beginner-friendly – Both offer simple reporting for people who are very much beginners and only want basic insights. With Matomo the advantage is also that you can get more details should you ever want/need to.

  Key differences between Matomo and WP-Statistics

  The main differences fall in these categories : features, privacy, documentation/support, security, active development, extensibility, price and ads.

  Features : 

  WP-Statistics – On a fundamental level, WP-Statistics is focused on simplicity and the basics. There are fewer reports than Matomo and they function on a level that suits beginners who are interested in seeing only the numbers of visitors on the website, and how often each page is viewed. 

  Matomo – provides an interface with similar simplicity. However, there is also a more feature-rich and more comprehensive user interface available. In addition to the basics, Matomo offers features like Goals, Ecommerce, in the free version which show a deeper level of insight. WP Statistics does not let you track essentials like Goals or Ecommerce.

  Privacy : 

  WP-Statistics – One of the concerns we wish to raise here is for data privacy. There doesn’t appear to be an opt-out option in WP-Statistics, which could be problematic for some privacy laws such as GDPR. There’s also no documentation on this.

  We were a bit concerned to see that WP-Statistics didn’t have IP anonymization enabled by default. Considering the IP address is personal data, it means you are not compliant with privacy laws such as the GDPR when you use this plugin unless you tweak the settings. They mentioned : “In previous versions, there was an option called Hash IP. When Hash IP was activated, the IP addresses wouldn’t be stored in the database, but instead, a unique hash would be used. In this new version, an option has been added to store IPs anonymously. This option is active by default.” However, when we installed this and tested it on multiple WordPress installations, this option was not active by default. 

  Matomo – has more measures in place to ensure privacy is respected, such as, opt-outs. Due to the stringent privacy features in place, Matomo is well equipped to ensure GDPR compliance. Matomo has an abundance of user guides and FAQs you can follow to configure your platform to fully comply with GDPR. There’s even an 12-step compliant checklist. The most compelling proof is that the leading voice on GDPR – The European Commission uses Matomo Analytics. 

  Documentation/Support : 

  WP-Statistics – has little documentation, FAQs, and no support.

  Matomo – has thousands of FAQs and user guides, as well as a dedicated support team and forum you can turn to for help. Should you ever run into any issue, this might be something important to consider.

  The contrast in support between WP-Statistics and Matomo for WordPress :

  

  

  Security :

  Matomo takes protecting your data very seriously. We have a security bounty programme giving security researchers money should they find any security issues. Matomo also performs a security review for every new release. We couldn’t find anything similar in WP-Statistics.

  Active development : 

  WP Statistics – doesn’t seem to have active development. The last change in this plugin was over three months ago (source : https://github.com/wp-statistics/wp-statistics/commits/master) and in general, only 10 people really contributed to it (source : https://github.com/wp-statistics/wp-statistics/graphs/contributors, the graphs shows little contributor activity.) 

  Matomo – has been built by hundreds of contributors (source : https://github.com/matomo-org/matomo/graphs/contributors), and is actively maintained by multiple developers including developers who work on this full time. This means you can rest assured that Matomo will be there for you in the future, it will receive regular improvements.

  Extensibility :

  WP-Statistics – have a section on their website offering customisation but for a price. 

  Matomo – should you want any changes and have some developer knowledge or some developers at hand, you can completely customise and extend Matomo for free. There are also one hundred additional plugins available for Matomo for free. 
  

  Price :

  The main WordPress plugins ‘WP Statistics‘ and ‘Matomo Analytics – Ethical Stats. Powerful Insights.‘ are both free.

  WP Statistics and Matomo also sell paid add-ons. However, WP-Statistics’ paid add-ons are ones already integrated in Matomo for free. These basic features are provided as the development team believe they’re necessities to a fully functional analytics platform. 

  Ads :

  WP Statistics shows you ads, whereas Matomo doesn’t.

  Three most notable feature category comparisons

  Both Matomo and WP-Statistics have basic tracking categories in the WP dashboard. In addition, Matomo has feature categories that can be expanded e.g. when clicked, Visitors drops down to reveal 11 more features. 

  We’ll compare three feature categories : Visitors, Behaviour, and Acquisitions.

  1. Visitors (WP-Statistics) vs Visitors (Matomo)

  Let’s dive into how each analytics platform provides insight into the visitors feature category.

  WP-Statistics

  

  WP-Statistics – We can see WP-Statistics gives you bare bones tracking capabilities so you don’t get a really detailed picture of your visitors. It allows you to monitor users currently online in real-time, which is useful to look at the most recent activity on your site. WP-Statistics doesn’t offer a dropdown section to see more about your visitor’s behavioural patterns. There is no Visitors category in WP-Statistics, just individual features in the dashboard but we can group three options together to compare with Matomo’s Visitors category, these are : Online, Browsers, Top Visitors Today.

  Matomo

  

  

  Comparison

  Matomo – In comparison, Matomo has a Visitors category with a dropdown list that lets you drill deeper into what your visitors are doing. It lets you evaluate every action an individual user has taken on your website which is compiled into a full historical profile. Matomo gives an in-depth view. E.g. you can look at individual visit logs, locations, and devices.

  This lets you see what the life-time journey of an active user looks like, or perhaps you want to see what a profile looks like for a user who comes back time-and-time again without ever purchasing ; there is no better way to gain insights to these journeys and this is why the Visitor Profiles feature is so widely used by Matomo users.

  2. Pages tracking (WP-Statistics) vs Behaviour (Matomo)

  For this comparison, WP-Statistics has a few features that can be combined to compare with Matomo’s Behaviour category. 

  WP-Statistics

  

  The Pages section in WP-Statistics gives a basic look at your most popular pages so you know which pages get more visits and those which aren’t performing. This helps with content improvement. You can also see other features in this Behaviour category like Browsers and Hits – these also provide basic stats to help you get a general sense of visitor behaviour. 

  Matomo

  

  Comparison :

  Matomo on the other hand has stats that go into greater detail. The features under the Behaviour section of the tool let you draw actionable conclusions e.g. seeing that a page has a higher exit rate than it’s supposed to, so you optimise that page to prevent people leaving and help them progress through your website. 

  Not only can you see popular pages, you can look at : which page people viewed first when they visited your website ; which page they left from ; what people search for on your site ; and see how people are flowing through pages. Most importantly you can see how each of these reports perform over time so you can improve engagement and conversions on your website.

  3. Referrers (WP-Statistics) vs Acquisition (Matomo)

  For this comparison, WP-Statistics has a few features that can be combined to compare with Matomo’s Acquisition category. 

  WP-Statistics

  

  WP-Statistics gives you Referrers, Search Words, and Search Engines. Which give a basic understanding of the channels that work best for you. This is helpful to know where to focus more of your attention.

  Matomo

  

  Comparison :

  With Matomo you see multiple layers of stats to understand how your acquisition channels are performing. So you can see tables of data that drill into visits, downloads, bounce rate, and newsletter sign ups. For example seeing that Facebook is the channel bringing in the most visitors to your site. This gives you a better sense of which acquisition strategy is working for your site. 

  Who suits WP-Statistics

  This is a great starter pack for people who want a lightweight, functional statistics plugin that gives you a basic overview of website hits and visitors. It’s very easy to use, so it’s great for beginners and those who want simple tracking. If you have basic goals for your website or blog’s success then WP-Statistics is enough for you to get numbers on visitors, page views, and hits, but won’t be suitable for a larger-scale business or organisation. 

  It’s suited for hobby websites, blogs, and freelancers who want simple, effective stats tracking, who don’t need detailed insights on site performance or tracking. 

  Who suits Matomo

  Matomo can be used for the same basic reporting, but has the capability for you to go deeper into more advanced reporting in a different UI if you need it. It’s an option that can work for a wider range of users – from beginners to analysts. There are features to suit all skill levels. This complete suite of features makes it a more comprehensive tool, as you can get more out of it. Ideal not only for bloggers and beginners, but also powerful enough to suit businesses, privacy-respecting organisations, and those who would benefit from conversion optimisation features. 

  You can draw insights from all stages of the customer journey – you’ll track behavioural patterns as soon as visitors enter your site, to their progression through your site, and ultimately to conversion and exit. It’s also an ethical choice because you get 100% data ownership. 

  If you’d like to look deeper into your data then Matomo would also be suitable for you. Matomo’s UI is lean, very easy to learn and shouldn’t overwhelm users in the way another tool like Google Analytics might do. If you think Matomo suits you best, you can install it for free now.

  Advantages of using Matomo

  Truly privacy-respecting

  There’s no messing about when it comes to privacy. As a lot of users are based in Europe, Matomo adheres to the strictest privacy laws and can be counted on as a privacy-respecting tool that’s used by many government entities. Needing to comply with major privacy laws (GDPR) in Europe means Matomo can proudly ensure users are making the ethical choice.

  GDPR compliance

  You mitigate the risks of getting caught out and fined for breaching GDPR regulations. There’s a complete list of documentation, guides, information, and tools to make sure you’re on the right side of GDPR. 

  All-rounder

  Matomo gives you a clearer picture of your visitors which helps you make better decisions for your website overall. The support and documentation is thorough which means you get more out of your Matomo experience.

  Conclusion

  Both tools will do you justice in terms of fundamental reporting, but Matomo Analytics will outshine if you want a greater understanding of your website and want to carry out deeper levels of analysis.

  You can draw useful insights with WP-Statistics so it has to be said that they are doing something right with an entry-level offering. The simplicity is great, but you won’t really get more than a basic idea of how your site is performing.

  On the flipside, this simplicity could also be a double-edged sword for WP-Statistics in that it’s too simplistic to draw actionable insights. If you’re wanting to know anything that could increase sales, conversions or subscribers – then you wouldn’t really get the reports to do so. 

  WP-Statistics also falls short when it comes to updates and support. So a major difference can be seen in support, active development, ads, security, documentation, which many people may think about until they’re in trouble and find they need these resources. Matomo offers support, continuous product development, and extensive documentation. There are also no ads, making it more enjoyable to use.

  One thing we’d like to raise awareness about is WP-Statistics’ claims of being privacy-respecting without much documentation to back up those claims. There is a lack of privacy features which could put some website owners at risk of non-compliance. Just be sure to check that you’ve carried out the steps to comply with the privacy laws in your country.

  Matomo makes it clear that privacy is essential as is compliance to privacy laws like GDPR. The strength also lies in the peace of mind you get from a tool that’s used by global privacy leaders such as the European Commission. 

• GA360 vs GA4 : Key Differences and Challenges

  20 mai 2024, par Erin

  While the standard Universal Analytics (UA) was sunset for free users in July 2023, Google Analytics 360 (GA360) users could postpone the switch to GA4 for another 12 months. But time is running out. As July is rapidly approaching, GA360 customers need to prepare for the switch to Google Analytics 4 (GA4) or another solution. 

  This comparison post will help you understand the differences between GA360 vs. GA4. We’ll dive beneath the surface, examining each solution’s privacy implications and their usability, features, new metrics and measurement methods.

  What is Google Analytics 4 (Standard) ?

  GA4 is the latest version of Google Analytics, succeeding Universal Analytics. It was designed to address privacy issues with Universal Analytics, which made compliance with privacy regulations like GDPR difficult.

  It completely replaced Universal Analytics for free users in July 2023. GA4 Standard features many differences from the original UA, including :

  • Tracking and analysis are now events-based.
  • Insights are primarily powered by machine learning. (There are fewer reports and manual analysis tools).
  • Many users find the user interface to be too complex compared to Universal Analytics.

  The new tracking, reports and metrics already make GA4 feel like a completely different web analytics platform. The user interface itself also includes notable changes in navigation and implementation. These changes make the transition hard for experienced analysts and digital marketers alike. 

  For a more in-depth look at the differences, read our comparison of Google Analytics 4 and Universal Analytics.

  What is Google Analytics 360

  Google Analytics 360 is a paid version of Google Analytics, mostly aimed at enterprises that need to analyse a large amount of data.

  It significantly increases standard limits on data collection, sampling and processing. It also improves data granularity with more custom events and dimensions.

  Transitioning from Universal Analytics 360 to GA4 360

  You may still use the Universal Analytics tag and interface if you’ve been a Google Analytics 360 customer for multiple years. However, access to Universal Analytics 360 will be discontinued on July 1, 2024. Unlike the initial UA sunset (free version), you won’t be able to access the interface or your data after that, so it will be deleted.

  That means you will have to adapt to the new GA4 user interface, reports and metrics before the sunset or find an alternative solution.

  What is the difference between GA4 360 and free GA4 ?

  The key differences between GA4 360 and free GA4 are higher data limits, enterprise support, uptime guarantees and more robust administrative controls.

  

  GA4 offers most of the same features across the paid and free versions, but there are certain limits on data sampling, data processing and integrations. With the free version, you also can’t define as detailed events using event parameters as you can with GA4 360.

  Higher data collection, accuracy, storage and processing limits

  The biggest difference that GA4 360 brings to the table is more oomph in data collection, accuracy and analysis.

  You can collect more specific data (with 100 event parameters instead of 25 for custom metrics). GA4 360 lets you divide users using more custom dimensions based on events or user characteristics. Instead of 50 per property, you get up to 125 per property.

  And with up to 400 custom audiences, 360 is better for companies that heavily segment their users. More audiences, events and metrics per property mean more detailed insights.

  Sampling limits are also of a completely different scale. The max sample size in GA4 360 is 100x the free version of GA4, with up to 1 billion events per query. This makes analysis a lot more accurate for high-volume users. A slice of 10 million events is hardly representative if you have 200 million monthly events.

  Finally, GA4 360 lets you store all of that data for longer (up to 50 months vs up to 14 months). While new privacy regulations demand that you store user data only for the shortest time possible, website analytics data is often used for year-over-year analysis.

  Enterprise-grade support and uptime guarantees

  Because GA360 users are generally enterprises, Google offers service-level agreements for uptime and technical support response times.

  • Tracking : 99.9% uptime guarantee
  • Reporting : 99% uptime guarantee
  • Data processing : within 4 hours at a 98% uptime guarantee

  The free version of GA4 includes no such guarantees and limited access to professional support in the first place.

  Integrations

  GA4 360 increases limits for BigQuery and Google Ads Manager exports.

  

  The standard limits in the free version are 1 million events per day to BigQuery. In GA4 360, this is increased to billions of events per day. You also get up to 400 audiences for Search Ads 360 instead of the 100 limit in standard GA4.

  Roll-up analytics for agencies and enterprises

  If you manage a wide range of digital properties, checking each one separately isn’t very effective. You can export the data into a tool like Looker Studio (formerly Google Data Studio), but this requires extra work.

  With GA360, you can create “roll-up properties” to analyse data from multiple properties in the same space. It’s the best way to analyse larger trends and patterns across sites and apps.

  Administration and user access controls

  Beyond roll-up reporting, the other unique “advanced features” found in GA360 are related to administration and user access controls.

  

  First, GA360 lets you create custom user roles, giving different access levels to different properties. Sub-properties and roll-up properties are also useful tools for data governance purposes. They make it easier to limit access for specific analysts to the area they’re directly working on.

  You can also design custom reports for specific roles and employees based on their access levels.

  Pricing 

  While GA4 is free, Google Analytics 360 is priced based on your traffic volume. 

  With the introduction of GA4, Google implemented a revised pricing model. For GA4 360, pricing typically begins at USD $50,000/year which covers up to 25 million events per month. Beyond this limit, costs increase based on data usage, scaling accordingly.

  What’s not different : the interface, metrics, reports and basic features

  GA4 360 is the same analytics tool as the free version of GA4, with higher usage limits and a few enterprise features. You get more advanced tracking capabilities and more accurate analysis in the same GA4 packaging.

  If you already use and love GA4 but need to process more data, that’s great news. But if you’re using UA 360 and are hesitant to switch to the new interface, not so much. 

  Making the transition from UA to GA4 isn’t easy. Transferring the data means you need to figure out how to work with the API or use Google BigQuery.

  Plus, you have to deal with new metrics, reports and a new interface. For example, you don’t get to keep your custom funnel reports. You need to use “funnel explorations.”

  Going from UA to GA4 can feel like starting from scratch in a completely new web analytics tool.

  Which version of Google Analytics 4 is right for you ?

  Standard GA4 is a cost-effective web analytics option, but it’s not without its problems :

  • If you’re used to the UA interface, it feels clunky and difficult to analyse.
  • Data sampling is prevalent in the free version, leading to inaccuracies that can negatively affect decision-making and performance.

  And that’s just scratching the surface of common GA4 issues.

  Google Analytics 4 360 is a more reliable web analytics solution for enterprises. However, it suffers from many issues that made the GA4 transition painful for many free UA users last year.

  • You need to rebuild reports and adjust to the new complex interface.
  • To transfer historical data, you must use spreadsheets, the API, or BigQuery.

  You will still lose some of the data due to changes to the metrics and reporting.

  What if neither option is right for you ? Key considerations for choosing a Google Analytics alternative

  Despite what Google would like you to think, GA4 isn’t the only option for website analytics in 2024 — far from it. For companies that are used to UA 360, the right alternative can offer unique benefits to your company.

  Privacy regulations and future-proofing your analytics and marketing

  Although less flagrant than UA, GA4 is still in murky waters regarding compliance with GDPR and other privacy regulations. 

  And the issue isn’t just that you can get fined (which is bad enough). As part of a ruling, you may be ordered to change your analytics platform and protocol, which can completely disrupt your marketing workflow.

  When most marketing teams rely on web analytics to judge the ROI of their campaigns, this can be catastrophic. You may even have to pause campaigns as your team makes the adjustments.

  Avoid this risk completely by going with a privacy-friendly alternative.

  Features beyond basic web analytics

  To understand your users, you need to look at more than just events and conversions.

  That’s why some web analytics solutions have built-in behavioural analytics tools. Features like heatmaps (a visual pattern of popular clicks, scrolling and cursor movement) can help you understand how users interact with specific pages.

  

  Matomo allows you to consolidate behavioural analytics and regular web analytics into a single platform. You don’t need separate tools and subscriptions for heatmaps, session recordings, from analytics, media analytics and A/B testing. You can do all of this with Matomo.

  With insights about visits, sales, conversions, and usability in the same place, it’s a lot easier to improve your website.

  Try Matomo for Free

  Get the web insights you need, without compromising data accuracy.

  Start for free

  No credit card required

  Usability and familiar metrics

  The move to event tracking means new metrics, reports and tools. So, if you’re used to Universal Analytics, it can be tricky to transition to GA4. 

  But there’s no need to start from zero, learning to work with a brand-new interface. Many competing web analytics platforms offer familiar reports and metrics — ones your team has gotten used to. This will help you speed up the time to value with a shorter learning curve.

  Why Matomo is a better option than GA4 360 for UA 360 users

  Matomo offers privacy-friendly tracking, built from the ground up to comply with regulations — including IP anonymisation and DoNotTrack settings. You also get 100% ownership of the data, which means we will never use your data for our own profit (unlike Google and other data giants).

  This is a big deal, as breaking GDPR rules can lead to fines of up to 4% of your annual revenue. At the same time, you’ll also future-proof your marketing workflow by choosing a web analytics provider built with privacy regulations in mind.

  Plus, for legacy UA 360 users, the Matomo interface will also feel a lot more intuitive and familiar. Matomo also provides marketing attribution models you know, like first click, which GA4 has removed.

  Finally, you can access various behavioural analytics tools in a single platform — heatmaps, session recordings, form analytics, A/B testing and more. That means you don’t need to pay for separate solutions for conversion rate optimisation efforts.

  And the transition is smooth. Matomo lets you import Universal Analytics data and offers ready-made Google Ads integration and Looker Studio Connector.

  Join over 1 million websites that choose Matomo as their web analytics solution. Try it free for a 21-days. No credit card required.

  Try Matomo for Free

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• How HSBC and ING are transforming banking with AI

  9 novembre 2024, par Daniel Crough — Banking and Financial Services, Featured Banking Content

  We recently partnered with FinTech Futures to produce an exciting webinar discussing how analytics leaders from two global banks are using AI to protect customers, streamline operations, and support environmental goals.

  Watch the on-demand webinar : Advancing analytics maturity.

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  Meet the expert panel

  Roshini Johri heads ESG Analytics at HSBC, where she leads AI and remote sensing applications supporting the bank’s net zero goals. Her expertise spans climate tech and financial services, with a focus on scalable analytics solutions.

   

  Marco Li Mandri leads Advanced Analytics Strategy at ING, where he focuses on delivering high-impact solutions and strengthening analytics foundations. His background combines analytics, KYC operations, and AI strategy.

   

  Carmen Soini Tourres works as a Web Analyst Consultant at Matomo, helping financial organisations optimise their digital presence whilst maintaining privacy compliance.

   

  Key findings from the webinar

  The discussion highlighted four essential elements for advancing analytics capabilities :

  1. Strong data foundations matter most

  “It doesn’t matter how good the AI model is. It is garbage in, garbage out,”

  Johri explained. Banks need robust data governance that works across different regulatory environments.

  2. Transform rather than tweak

  Li Mandri emphasised the need to reconsider entire processes :

  “We try to look at the banking domain and processes and try to re-imagine how they should be done with AI.”

  3. Bridge technical and business understanding

  Both leaders stressed the value of analytics translators who understand both technology and business needs.

  “We’re investing in this layer we call product leads,”

  Li Mandri explained. These roles combine technical knowledge with business acumen – a rare but vital skill set.

  4. Consider production costs early

  Moving from proof-of-concept to production requires careful planning. As Johri noted :

  “The scale of doing things in production is quite massive and often doesn’t get accounted for in the cost.”

  This includes :

  • Ongoing monitoring requirements
  • Maintenance needs
  • Regulatory compliance checks
  • Regular model updates

  Real-world applications

  ING’s approach demonstrates how banks can transform their operations through thoughtful AI implementation. Li Mandri shared several areas where the bank has successfully deployed analytics solutions, each benefiting both the bank and its customers.

  Customer experience enhancement

  The bank’s implementation of AI-powered instant loan processing shows how analytics can transform traditional banking.

  “We know AI can make loans instant for the customer, that’s great. Clicking one button and adding a loan, that really changes things,”

  Li Mandri explained. This goes beyond automation – it represents a fundamental shift in how banks serve their customers.

  The system analyses customer data to make rapid lending decisions while maintaining strong risk assessment standards. For customers, this means no more lengthy waiting periods or complex applications. For the bank, it means more efficient resource use and better risk management.

  The bank also uses AI to personalise customer communications.

  “We’re using that to make certain campaigns more personalised, having a certain tone of voice,”

  noted Li Mandri. This particularly resonates with younger customers who expect relevant, personalised interactions from their bank.

  Operational efficiency transformation

  ING’s approach to Know Your Customer (KYC) processes shows how AI can transform resource-heavy operations.

  “KYC is a big area of cost for the bank. So we see massive value there, a lot of scale,”

  Li Mandri explained. The bank developed an AI-powered system that :

  • Automates document verification
  • Flags potential compliance issues for human review
  • Maintains consistent standards across jurisdictions
  • Reduces processing time while improving accuracy

  This implementation required careful consideration of regulations across different markets. The bank developed monitoring systems to ensure their AI models maintain high accuracy while meeting compliance standards.

  In the back office, ING uses AI to extract and process data from various documents, significantly reducing manual work. This automation lets staff focus on complex tasks requiring human judgment.

  Sustainable finance initiatives

  ING’s commitment to sustainable banking has driven innovative uses of AI in environmental assessment.

  “We have this ambition to be a sustainable bank. If you want to be a sustainable finance customer, that requires a lot of work to understand who the company is, always comparing against its peers.”

  The bank developed AI models that :

  • Analyse company sustainability metrics
  • Compare environmental performance against industry benchmarks
  • Assess transition plans for high-emission industries
  • Monitor ongoing compliance with sustainability commitments

  This system helps staff evaluate the environmental impact of potential deals quickly and accurately.

  “We are using AI there to help our frontline process customers to see how green that deal might be and then use that as a decision point,”

  Li Mandri noted.

  HSBC’s innovative approach

  Under Johri’s leadership, HSBC has developed several groundbreaking uses of AI and analytics, particularly in environmental monitoring and operational efficiency. Their work shows how banks can use advanced technology to address complex global challenges while meeting regulatory requirements.

  Environmental monitoring through advanced technology

  HSBC uses computer vision and satellite imagery analysis to measure environmental impact with new precision.

  “This is another big research area where we look at satellite images and we do what is called remote sensing, which is the study of a remote area,”

  Johri explained.

  The system provides several key capabilities :

  • Analysis of forest coverage and deforestation rates
  • Assessment of biodiversity impact in specific regions
  • Monitoring of environmental changes over time
  • Measurement of environmental risk in lending portfolios

  “We can look at distant images of forest areas and understand how much percentage deforestation is being caused in that area, and we can then measure our biodiversity impact more accurately,”

  Johri noted. This technology enables HSBC to :

  • Make informed lending decisions
  • Monitor environmental commitments of borrowers
  • Support sustainability-linked lending programmes
  • Provide accurate environmental impact reporting

  Transforming document analysis

  HSBC is tackling one of banking’s most time-consuming challenges : processing vast amounts of documentation.

  “Can we reduce the onus of human having to go and read 200 pages of sustainability reports each time to extract answers ?”

  Johri asked. Their solution combines several AI technologies to make this process more efficient while maintaining accuracy.

  The bank’s approach includes :

  • Natural language processing to understand complex documents
  • Machine learning models to extract relevant information
  • Validation systems to ensure accuracy
  • Integration with existing compliance frameworks

  “We’re exploring solutions to improve our reporting, but we need to do it in a safe, robust and transparent way.”

  This careful balance between efficiency and accuracy exemplifies HSBC’s approach to AI.

  Building future-ready analytics capabilities

  Both banks emphasise that successful analytics requires a comprehensive, long-term approach. Their experiences highlight several critical considerations for financial institutions looking to advance their analytics capabilities.

  Developing clear governance frameworks

  “Understanding your AI risk appetite is crucial because banking is a highly regulated environment,”

  Johri emphasised. Banks need to establish governance structures that :

  • Define acceptable uses for AI
  • Establish monitoring and control mechanisms
  • Ensure compliance with evolving regulations
  • Maintain transparency in AI decision-making

  Creating solutions that scale

  Li Mandri stressed the importance of building systems that grow with the organisation :

  “When you try to prototype a model, you have to take care about the data safety, ethical consideration, you have to identify a way to monitor that model. You need model standard governance.”

  Successful scaling requires :

  • Standard approaches to model development
  • Clear evaluation frameworks
  • Simple processes for model updates
  • Strong monitoring systems
  • Regular performance reviews

  Investing in people and skills

  Both leaders highlighted how important skilled people are to analytics success.

  “Having a good hiring strategy as well as creating that data literacy is really important,”

  Johri noted. Banks need to :

  • Develop comprehensive training programmes
  • Create clear career paths for analytics professionals
  • Foster collaboration between technical and business teams
  • Build internal expertise in emerging technologies

  Planning for the future

  Looking ahead, both banks are preparing for increased regulation and growing demands for transparency. Key focus areas include :

  • Adapting to new privacy regulations
  • Making AI decisions more explainable
  • Improving data quality and governance
  • Strengthening cybersecurity measures

  Practical steps for financial institutions

  The experiences shared by HSBC and ING provide valuable insights for financial institutions at any stage of their analytics journey. Their successes and challenges outline a clear path forward.

  Key steps for success

  Financial institutions looking to enhance their analytics capabilities should :

  1. Start with strong foundations
     • Invest in clear data governance frameworks
     • Set data quality standards
     • Build thorough documentation processes
     • Create transparent data tracking
  2. Think strategically about AI implementation
     • Focus on transformative rather than small changes
     • Consider the full costs of AI projects
     • Build solutions that can grow
     • Balance innovation with risk management
  3. Invest in people and processes
     • Develop internal analytics expertise
     • Create clear paths for career growth
     • Foster collaboration between technical and business teams
     • Build a culture of data literacy
  4. Plan for scale
     • Establish monitoring systems
     • Create governance frameworks
     • Develop standard approaches to model development
     • Stay flexible for future regulatory changes

  Learn more

  Want to hear more insights from these industry leaders ? Watch the complete webinar recording on demand. You’ll learn :

  • Detailed technical insights from both banks
  • Extended Q&A with the speakers
  • Additional case studies and examples
  • Practical implementation advice

   

   

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  Watch the on-demand webinar : Advancing analytics maturity.

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