Data Intelligence Platform
with AI agents
What makes udo special
udo combines data, analysis and activation in one platform. AI agents develop campaign ideas, create content and research suitable contacts – based on prepared, analyzed and enriched data.
The decisive advantage: sensitive business data does not flow directly into an LLM. Instead, udo’s AI agents work on a protected, compliance-compliant intelligence basis.
From the database to the productive AI application
Database, analysis and activation in one platform
udo creates the basis for productive AI agents: The platform takes data from your systems via API, connects and cleanses it in a protected data cloud in Germany and supplements it with potential data from the Capaneo data universe. Sensitive business data remains in a controlled, compliance-secure data environment and is not transferred directly to an LLM or to the USA. This creates a secure intelligence basis on which AI agents can work productively.
The data depth on which udo works
Historical customer data alone is not enough for precise analyses and effective campaigns. That’s why udo supplements your data with additional features from the Capaneo data universe (70 million consumer data, 4.6 million company data and billions of additional features). This results in deeper customer profiles, more precise target groups and more well-founded recommendations for addressing, timing and channel and a prepared intelligence basis for productive AI agents.
From analysis to activation
Based on the prepared data, udo analyzes potentials, identifies target groups and develops specific campaign ideas.
- Analyzes sales opportunities and untapped potential
- Recognizes target groups and develops personas
- Derives suitable campaign ideas for channel, content and tonality
- transfers campaigns directly to your systems on request
- secures results through additional control agents.
Directly usable in everyday working life
You work with udo on a dialog-based basis and directly on specific tasks in marketing and sales. The platform provides well-founded suggestions, answers questions and supports operational steps – structured, comprehensible and on a protected database.
udo works in a compliance-oriented manner, accesses various AI models and safeguards results with additional control mechanisms.
More impact with less effort
udo enables faster campaigns, more precise target groups and more relevant content for marketing and sales. At the same time, the platform reduces manual effort, creates greater efficiency in processes and ensures that AI can be used productively – on a protected, compliance-compliant database.
Digital Champions Award: Success in practice
By using udo, our customer bevo was able to digitize its sales and marketing processes. This was also considered innovative by DIGITAL X (an initiative of Deutsche Telekom and WirtschaftsWoche) and rightly honored with the Digital Champion Award. The reasoning: “By digitizing its sales and marketing processes and automating lead scoring, i.e. determining the willingness of potential customers to buy, bevo has significantly improved its processes. The time gained can be used to support existing customers.”
Reliable data quality and GDPR-compliant enrichment
Data origin & quality – transparency for your trust
We place the highest value on data quality, timeliness and legal certainty. That is why the data used in udo comes from verified, trustworthy sources:
- Business data: from publicly accessible directories that are regularly checked for up-to-dateness and accuracy.
- Consumer data: from our own surveys and from certified partners, with the verifiable consent of the data subjects (opt-in).
100% GDPR-compliant data enrichment
Data protection and compliance are essential for us. udo fulfills all requirements of the GDPR to guarantee you a secure use of the data:
- Transparency: All data is collected and processed according to clear, documented processes.
- Legal compliance: Processing is based on legitimate interests and/or consent in accordance with Art. 6 GDPR.
- Secure data processing: We use the latest technologies and encryption methods to ensure maximum security for your data.
The most important functions at a glance
What distinguishes udo from generic AI tools
Unique selling point:
udo is the only data intelligence platform with AI agents and its own marketing data. udo works seamlessly with the comprehensive database of Capaneo (formerly Schober), including:
- Billions of characteristics on private individuals, households & companies
- Up-to-date microgeographic and demographic data
- B2B and B2C data enrichment in real time
Advantage:
users immediately receive a qualified, data-based customer image – without having to rely on external data providers or third-party integrations.
Unique selling point:
udo enables customer insights at the touch of a button, e.g. through:
- Automated customer segmentation
- Target group comparisons with the market (“recognize blind spots”)
- Behavioral, purchasing power and interest profiles
Advantage:
No need for an additional data science team or external tools – udo provides the intelligence directly.
Unique selling point:
While many platforms specialize in sending emails or analysis, udo:
- Data import, data cleansing & data enrichment
- Target group selection & personnel development
- Campaign planning including channel, content and target group
- Campaign management across multiple channels (email, print, display, social)
- Performance measurement incl. uplift analysis and attribution
Advantage:
A central interface for understanding and targeting customers – and measuring results.
Unique selling point:
Made in Germany speaks for itself. Unlike other solutions, your sensitive (customer) data is not simply uploaded to a Large Language Model (LLM). Our AI agent accesses ready-made anonymized analyses!
- Server location & data storage exclusively in Germany
- Private udo cloud (your data is in your own environment)
- GDPR-compliant data handling (incl. data pseudonymization, opt-in logic)
- Consulting & auditing by Capaneo compliance experts
- EU AI Act compliant
Advantage:
Data security & compliance for companies that work with sensitive customer data – e.g. in the financial or healthcare sector.
Unique selling point:
On request, we can customize your udo exactly to your individual needs.
- Setup & onboarding by experts
- Individual adjustments can also be made during operation on request
- Training, support & success monitoring
Advantage:
No self-service hurdle – we actively accompany you on your way to using AI. udo grows with you and your requirements – you can start small and feel your way to udo’s advantages.
OUR ANSWERS
What is udo von Capaneo (formerly Schober)?
udo is Capaneo’s data intelligence platform with AI agents for marketing and sales. The platform cleanses and combines data from various sources, enriches it with features from the Capaneo data universe and uses it to analyze target groups, signals and potential. On this basis, the AI agents develop campaign ideas, create content and research suitable contacts.
The decisive advantage of udo is that the AI agents do not work directly on sensitive business data in an LLM, but on a prepared, analyzed and enriched database. In this way, udo combines data intelligence, marketing data, AI agents and maximum compliance security in one platform. Companies use udo to make marketing and sales more efficient, address target groups more precisely and implement campaigns faster and more effectively.
Did you know? udo stands for universal data orchestration.
Why is the data universe in udo so important?
General AI models cannot enrich your CRM data with valuable additional features. This means they cannot describe your target group or deliver fresh potential. They also don’t know your sales and can’t show you any sales opportunities.
But if you put your customer data and potential data in a protected data cloud, udo will help you as an AI agent to identify customer potential. It tells you which customers you need to approach, how and when in order to make the next turnover and expand your customer base, and it recognizes new potential. He will also tell you what requirements these potential customers have of you and which products you should ideally use to reach the target groups. At the same time, the agent helps you to develop the right approaches and set up the corresponding processes.
Why is this unique? Only udo combines customer data with potential data, campaign knowledge, marketing automation and AI.
How does udo succeed in individual marketing and the digitalization of sales?
udo is precisely designed for individual marketing and the digitalization of sales. In the field of MarTech Solutions, artificial intelligence combined with marketing intelligence is indispensable. However, what makes udo better than most other providers for digitalization in sales and marketing is the overall package of the 4 steps. Data cleansing, qualitative data analysis, segmentation as well as customer targeting all come from a single source. The expansion of udo into a genuine AI agent is what makes it so practical and attractive in the field of marketing automation.
Where is udo hosted and is my data secure?
udo is “hosted and made in Germany”. The servers of our Software-as-a-Service platform udo are located in a secured server room and of course meet all modern requirements regarding security and technology.
What specific tasks does udo take on?
udo works like an experienced colleague: You talk to him as normal, he makes well-founded suggestions, answers queries, prioritizes tasks and implements them automatically if desired (e.g. via API in your tools). udo …
- consolidates your data from the systems relevant to you in your own udo Data Cloud
- cleanses your data to make it ready for the enrichment of valuable additional information from the Capaneo data universe
- Analyzes sales opportunities and untapped potential
- Creates personas and target group segments
- provides campaign ideas (channel, content, tonality)
- implements campaigns (e.g. e-mail tool, social APIs if necessary)
- monitors its own results and continuously optimizes them in clear dashboards
Which systems and data sources does udo integrate with?
You can either load your data from your systems into udo via interfaces, use middleware such as Zapier or implement regular data uploads via a secure SFTP server. udo can therefore handle all common systems such as SAP S/4HANA, Microsoft Dynamics 365 Finance & Operations, Oracle Eloqua, Salesforce, HubSpot, Pipedrive (CRM) and optimizely Mailchimp, Brevo (e-mail) and Facebook Custom Audience.
If your desired systems are not listed, just contact us – we have connected everything to udo so far …
Can companies also use udo with first party data?
Yes, in any case, companies can also use udo only with their own first party data. You can also use your own data to analyze the customer journey with the help of udo and play out messages tailored to the target group. The precise coordination of touchpoints by means of data networking alone creates enormous added value. This is also shown by the term “orchestration” in the name of udo = universal data orchestration.
Can udo play out campaigns automatically?
Yes. Depending on authorization, udo can automatically transfer campaigns to connected systems (e.g. email tool, CRM, social media APIs if applicable). You define approvals/workflows; udo takes care of the rest.
Is udo EU AI Act and GDPR compliant?
udo’s data processing is GDPR compliant. udo follows cloud security by design: GDPR compliance, role-based access control, logging, data minimization and clear data sovereignty for the customer. Integration takes place via secure interfaces.
udo is also designed to be EU-AI-Act compliant: Transparency, risk management, governance and traceability are integral components – including role-based access and audit capabilities.
How does udo succeed in addressing my target groups correctly?
udo succeeds in addressing the target groups correctly thanks to the many different modules that give udo a huge marketing intelligence. These make udo an all-in-one solution for your digital sales. From the cleansing of your aggregated data and its automated analysis using artificial intelligence to the targeted customer approach, udo controls your digital sales. This qualitative data analysis and marketing automation gives you a precise picture of your target group and you also know the perfect channel to reach them.
How does the dialog work “like with an experienced colleague”?
You speak or write to udo in natural language. He understands context, asks questions, makes suggestions, prioritizes to-dos and implements tasks – transparently and reversibly – for you.
“Without hallucinations” – how does udo achieve this?
udo combines several AI models with checking and verification mechanisms (fact checks, source reference, rules). Results appear in clear dashboards – checked, comprehensible and reliable.
How quickly will we see results?
Initial quick wins are often possible in just a few weeks – e.g. better segmentation, higher response rates or reduced manual effort. The scope depends on the data situation and system landscape.
What advantages does udo bring to day-to-day business?
- Less routine work, more focus on strategy
- Faster decisions thanks to clean dashboards
- Higher conversion & CLV through more precise targeting
- Scalable campaigns across channels
- Significant savings in human resources
How flexible is udo with channels (email, social, web, CRM)?
Very flexible: udo delivers channel-specific ideas (content, tonality, timing) and controls playouts via connected systems. New channels can be integrated via APIs.
What are the requirements for the introduction of udo?
- Availability/connection of relevant data sources
- Access to target systems (e.g. e-mail tool, CRM, SAP, Fabric)
- Define roles and approvals (e.g. who can publish?)
We provide support with architecture, integration and change.
How does a typical onboarding process work?
→ Scoping & goals
→ Data/system check
→ Integration & setup
→ Pilot scenarios
→ Dashboards & approval workflows
→ Rollout & enablement.
→ Parallel training for teams.
What license/price models are available udo?
udo is available in three versions: udo STARTER, udo PLUS and the customized version udo PREMIUM. HERE is the overview:
The license depends on the scope, desired APIs and data volumes to be processed.
We will create a suitable offer based on your requirements.
