Financial Services

Financial Services businesses have tremendous opportunity to more deeply engage prospects and customers through data.

Financial Services industry has traditionally led the pack with oceans of data waiting to be unlocked across prospect and customer audiences. The challenges these organizations face is doing so through a scalable, privacy-respected, and actionable approach. A special emphasis lies in the addressing prospects with the recent changes in 3rd party data availability and noise introduced by online bots. Advancements in AI modeling, clean-room approaches to data partnerships, and personalized journey management are reinvigorating data activation with Financial Services.

Two-thirds of Financial Services businesses assess themselves as lagging the industry in terms of meeting customer expectations through its marketing data stack:

8% - Ahead of Industry
28% - Keeping Pace with Industry
50% - Lagging Industry
14% - Not Sure of Maturity

The Financial Services Customer Journey

Financial Services Trending Marketing & Customer Data Activation Focuses:

  1. Cross-Channel Analytics Collection & Insights

  2. 3rd Party Data Partnerships

  3. CDP + Journey Management Tooling

  4. Prospect & Customer Experience Optimization

  5. AI Automation Of Customer Service

  6. Privacy & Bot Mitigation Strategy

DiveTeam Capabilities To Unlock Opportunities within Financial Services:

  1. Cross-Channel Analytics Enhancement

  2. Customer Data & Journey Platforms

  3. Experience & Journey CRO

  4. Data Science & AI-Modeled Insights

  5. Business Intelligence Visualization

  6. AI-Driven Marketing & Customer Service Automation

Our Financial Services Work

Financial Services provider launches new product using a robust data strategy

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Blocking Ad Fraud in Healthcare by Integrating Data in Google Cloud Platform

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Financial Services Perspectives & Insights

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