Putting Customers First in
Financial Services
New digital products from both traditional and digital-first financial services companies are raising consumer expectations for convenience and personalization in their financial lives. Industry leaders need to make the most of their customer relationships to continue to compete and grow.
“It is important that we have proper client relationship and engagement systems that allow us to see the client from a 360-degree lens.”
Financial Services Use Cases
Push cross-channel customer behaviors to CRM and drive more personalized advisor engagement
Calculate audience affinities for specific products and launch omnichannel journeys based on preferences
Build proactive renewal journeys for clients nearing end of product lifecycle or showing high-propensity to churn
Identify audiences that tend to visit physical locations and build proactive journeys to education on digital solutions
Increase advisor, banker or broker engagement with products by deploying omnichannel journeys designed to drive awareness and adoption
FEATURED CONTENT
CDP Industry Packet for Financial Services
FEATURED CONTENT
CDP Industry Packet for Financial Services
The ActionIQ Opportunity
Harness Customer Insights
CHALLENGE
Historically, financial firms established customer relationships through independent agents and managed relationships via third-party administrators. As a result, internal data about customers is incomplete and fragmented across dozens of systems and processes.
SOLUTION
Establish a foundation for customer centricity by overcoming data siloes and building a unified view of each customer accessible to teams responsible for building and improving customer experiences.
Orchestrate Seamless Digital Experiences
CHALLENGE
As financial services enterprises establish digital channels and bring core services in-house, they are challenged to create experiences for product discovery, conversion and servicing and more that are seamlessly orchestrated across D2C call center, web, and app, as well as agent and third-party channels.
SOLUTION
Centralize customer data and decisioning workflows in a single platform where business users can segment and analyze cross-channel customer behaviors and orchestrate channel-agnostic journeys based on customer preferences.
Manage Data Governance & Security
CHALLENGE
Subject to regulation including GDPR, CCPA, HIPAA and much more, financial organizations already face significant compliance, security and data governance challenges. In addition, personally identifiable information (PII) from D2C channels further increases complexity.
SOLUTION
To succeed in shifting focus to the customer, organizations must find enterprise-grade customer experience solutions that unburden business and IT from security and governance concerns.
Learn more about the ActionIQ CDP
To bring customer data to the edge of every customer experience, brands need a platform that doesn’t shy away from enterprise scale, speed and complexity. ActionIQ offers the only enterprise-grade Customer Data Platform designed for business teams to build modern customer experiences.
Request a Demo with Industry Experts
FEATURED CONTENT
The Financial Services Advertisers's Guide to CX in a Cookieless World
The death of the cookie represents massive change for the financial services industry — as well as a major opportunity. Financial services brands have a chance to deliver exceptional customer experiences by ending dependence on flawed anonymous data in favor of authenticated first-party data.
Take your customer data strategy to the next level.
