Implementing a personalized consumer dialogue on climate and energy transition: 10 key considerations for choosing the right tech supplier

In an era where climate change and the transition to sustainable energy sources are at the forefront of global concerns, institutions are increasingly turning to Software as a Service (SaaS) platforms to monitor emissions, strategize and track reductions and instigate transformative change. Utilizing a 360-degree property perspective on climate and energy-related transitions and risks, these platforms eliminate uncertainty in the process, facilitating targeted and personalized engagement with the right person, the right message, at the right time. The selection of an appropriate SaaS platform is paramount for well-informed decision-making, efficient risk management and possessing the requisite data and tools to connect with customers across all channels. This article addresses the essential criteria for evaluating a SaaS platform that offers a comprehensive 360-degree property view of climate and energy transition. And here’s the great news: Hemma covers everything on our list and then some. But don’t take our word for it. Contact us to find out more. By selecting Hemma, the industry leading partner and platform, your organization is ensured to excel in its pursuit of achieving net-zero. 

1. Data Accuracy and Quality:

   Ensure the platform relies on accurate and high-quality data sources, adheres to recognized standards and industry best practices, guaranteeing the robustness of the insights derived from the platform. Look for partnerships with reputable environmental data providers, governmental agencies, and scientific institutions to ensure the reliability of the information.

Related: Unlocking Sustainable Banking: Hemma's Innovative Portfolio Analysis Solution for Banks

2. Comprehensive Data Coverage

   A robust SaaS platform should cover a wide range of climate and energy-related data, including high resolution energy data, property- and transition modeling, reporting, and financial institutions regulations. And corresponding energy related methodologies, such as NILM disaggregation techniques. This breadth of coverage ensures a holistic understanding of the landscape.

Related: Using actual emissions for carbon accounting of residential buildings

3. Advanced Analytics and Modeling

   Seek a platform that incorporates advanced and accurate analytics and modeling capabilities. Based on industry standards such as ISO 52017-1:2017. This enables organizations to simulate different scenarios, assess the impact of transition changes, and make data-driven predictions about the future of climate and energy transition.

Related: How to reach the decarbonisation target of your mortgage portfolio

4. Integration Capabilities

   Look for a SaaS platform that seamlessly integrates with existing systems and data sources within your organization. Integration ensures that the platform becomes a valuable part of your overall infrastructure and can augment your existing data.

5. 360° Real-time Data

   Climate and energy transition are dynamic processes. A good SaaS platform should provide a 360° property real-time view, allowing organizations to respond promptly to emerging risks and opportunities and engage with the right person with the right message at the right time.

Related: Precision in Practice: Energy Declaration Challenges and Climate Goal Alignment for Banks

6. Regulatory Compliance

   Verify that the platform is designed to assist organizations in staying compliant with evolving environmental regulations and standards. This includes tracking and reporting capabilities to meet legal requirements and industry standards. And look for a team with a strong track record in these areas.

Related: How mortgage banks should manage transition risks from EPBD

7. Support and Maintenance

   Climate and energy transition is not a fire and forget activity but requires a structured approach over a long period of time. Look for a SaaS platform that’s backed by a team with the right expertise which can help and assist you in the long run. Enabling you to succeed in your decarbonisation strategy.

Related: Möt den f.d. bankchefen som vill att alla ska kunna bo i ett hållbart hem

8. Scalability

   As your organization grows and the complexities of climate and energy-related issues evolve, the SaaS platform should be scalable to accommodate increased data volumes and additional functionalities.

9. Security and Data Privacy

   Handling vast amounts of data and integrations is central. Choose a SaaS platform with robust security measures and a commitment to data privacy. And look for a team with a strong track record of building secure and privacy centered infrastructure.

10. Customization and Flexibility

    Every organization has unique requirements. Look for a SaaS platform that offers customization options, allowing you to tailor the platform to your specific needs and goals.


Selecting the right SaaS platform for a 360-degree property view of climate and energy-related transition and risk is a strategic decision with long-term implications. By considering these ten factors, organizations can make an informed choice that aligns with their goals and contributes to a sustainable and resilient future for their customers.

About Hemma

Hemma is the leading SaaS-platform in Sweden for collecting, processing and delivering high resolution, primary data for energy and climate transition of private-owned properties. We help mortgage banks operationalize and drive proactive actions in consumer dialogues and all related support processes.