Financial Services

Sharper customer data. Stronger engagement, value, and profit. Built for financial services.

Data and solutions to maximise ROI

Often with extremely large customer bases, insurers and banks are inundated with customer data. However, ensuring it is accessible and valuable are significant challenges that many organisations face. With the provision and enhancement of data, we help improve marketing engagement and effectiveness, as well as delivering capabilities to transform business operations, addressing key issues, including:

Identifying the right types of customer to target and how best to acquire, retain, and engage them

Inaccurate and incomplete data creating a lack of a single customer view and minimal cross-sell / upsell opportunities

Capability to bring new products and systems to market, and addressing new competition and knowledge gaps

Implementation issues when adopting a new technology platform and integrating new solutions

Acquire and engage

Targeted acquisition strategies and meaningful customer engagement with industry-leading data and modelling

Improve data accuracy

Remove inaccurate data to improve compliance, efficiency, and marketing ROI

Accurate customer information

Remove inaccurate data and improve completedness for better decision making and increased customer engagement

Advanced customer segmentation

Comprehensive variables to enrich your customer data for advanced segmentation based on demographics, lifestyles, and behaviours

Optimise customer profitability

Advanced platform that enables a clear understanding of your customers' long term profitability and all the drivers

Complete data view

Consolidate records, reduce data costs and enhance customer data quality

Improve decision making

Statistical technique that predicts customer behaviour so you can make informed decisions through outcome mapping

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Understand customers for effective marketing

Bringing customers to life through profiling to inform marketing activity and optimise spend

Deliver transformation and increased performance

Data, systems, projects and structure to accelerate profitability improvement

Timely, insightful and actionable outcomes

Data analytics, visualisations, dashboards and tooling to solve real business challenges

Delivering outcome at scale

Trusted by over 350+ customers with significant impact delivered

4x

ROI through effective brand strategy following a clients rebrand

29k

Single customer view to reduce risk exposure of multiple account holders

2.5x

ROI increase through creating pet-owner specific variables for direct marketing

54%

Uplift in response versus holdout

atom
Staysure
cynergy
ageas
tesco bank
admiral
metro bank
Howden