List of BQ Advisory Customers
Vienna, 1090,
Austria
Since 2010, our global team of researchers has been studying BQ Advisory customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased BQ Advisory for Marketing Analytics, Sales Analytics from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using BQ Advisory for Marketing Analytics, Sales Analytics include: BKS Bank, a Austria based Banking and Financial Services organisation with 1200 employees and revenues of $199.0 million, Alvarium Analytics, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million, revaluate Germany, a Germany based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using BQ Advisory, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Alvarium Analytics | Banking and Financial Services | 10 | $1M | United States | BehaviorQuant | BQ Advisory | Marketing Analytics,Sales Analytics | 2023 | n/a |
In 2023, Alvarium Analytics deployed BQ Advisory in the Marketing Analytics,Sales Analytics category to support its investment advisory business function in the United States. The implementation is centered on profiling clients' behavioral preferences to feed advisor decision workflows, producing advisor-facing recommendations and structured portfolio-design inputs for direct use in client allocation conversations. The deployment reflects a compact operational footprint consistent with a small advisory firm, instrumenting behavioral segmentation across client intake and ongoing advisory processes.
BQ Advisory provides behavioral preference profiling, automated recommendation generation for advisors, and structured inputs for portfolio construction, with analytics outputs consumed directly within advisor workflows rather than as isolated reports. Operational coverage explicitly targets client segmentation and tailoring allocation decisions within investment advisory processes, improving the precision of segmentation and informing allocation choices used by advisors. Governance emphasis is on embedding the recommendation feed into advisory decision workflows and refining segmentation rules, with rollout focused on advisory teams in the United States.
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BKS Bank | Banking and Financial Services | 1200 | $199M | Austria | BehaviorQuant | BQ Advisory | Marketing Analytics,Sales Analytics | 2023 | n/a |
In 2023 BKS Bank deployed BQ Advisory as part of a finance and CRM deployment in Austria to support its private banking and wealth advisory process. The relationship is BKS Bank using BQ Advisory, a Marketing Analytics,Sales Analytics application, to drive advisor-facing client profiling and recommendation workflows for private banking business functions.
The implementation centers on client profiling and financial personality analysis capabilities that generate data-driven recommendations for advisors. BQ Advisory is configured to surface advisor dashboards and structured recommendation output within advisory workflows, aligning analytical outputs with conversational prompts and next-best-action suggestions.
Operational coverage is focused on private banking and wealth advisory teams in Austria, with the solution embedded into the bank's CRM and advisor client engagement processes. Governance emphasized standardizing recommendation presentation and integrating the tool into advisory workflows, and the vendor testimonial reports improved advisor-client conversations and greater client reflection in results.
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revaluate Germany | Banking and Financial Services | 10 | $1M | Germany | BehaviorQuant | BQ Advisory | Marketing Analytics,Sales Analytics | 2023 | n/a |
In 2023 revaluate AG implemented BQ Advisory to apply Marketing Analytics,Sales Analytics capabilities for deep behavioural analysis of mandates within its fee based financial advisory services in Germany. BQ Advisory is used to profile client behaviour, segment mandates, and shape tailored advisory approaches through analytics driven evaluation. The deployment emphasizes embedding BQ Advisory insights into advisor workflows to accelerate consultative planning and recommendation formation.
Functional configuration centers on behavioural analysis, mandate evaluation, and advisory workflow integration, aligning with typical Marketing Analytics,Sales Analytics capabilities such as segmentation, scoring, and insight orchestration for advisory teams. The implementation covers the finance and advisory business function at revaluate AG operations in Germany, with analytical outputs consumed directly by advisors to inform client conversations and service design. According to the vendor case statement, BQ Advisory reportedly delivers clearer, data driven evaluations and enables quick integration of insights into advisory workflows.
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