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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.

Financial Services Journey
Genworth Capital Client logo
Hartford Financial Customer of ActionIQ
Capital Group Client of ActionIQ

“ActionIQ is the brain of our smart-hub approach to customer experience management.

It enables us to consolidate data across the organization and provide self-service access to orchestrate omnichannel customer journeys.”

Deidre Watts Director of Marketing, Genworth Financia

Deidre Watts
Director of Marketing,
Genworth Financial

Financial Services Use Cases

360° View of User Activity

Push cross-channel customer behaviors to CRM and drive more personalized advisor engagement

Product Cross-Sell

Calculate audience affinities for specific products and launch omnichannel journeys based on preferences

Customer Retention

Build proactive renewal journeys for clients nearing end of product lifecycle or showing high-propensity to churn

Migrate Offline Customers

Identify audiences that tend to visit physical locations and build proactive journeys to education on digital solutions

Educate Advisors

Increase advisor, banker or broker engagement with products by deploying omnichannel journeys designed to drive awareness and adoption

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CDP Industry Packet for Financial Services


CDP Industry Packet for Financial Services

The ActionIQ Opportunity

Harness Customer Insights


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.


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.

Harness Customer Insights
Orchestrate Seamless Digital Experiences

Orchestrate Seamless Digital Experiences


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.


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


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.


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.

Manage Data Governance & Security
ActionIQ Platform Architecture

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

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