Monetize Data, Create New Financial Services, Retain Customer Loyalty and Reduce Risk—with Treasure Data CDP
Today’s consumers run their financial lives on dozens of digital and physical channels—from mobile banking to new, disruptive banking modes and payment alternatives. Shouldn’t your business be right there, too—with the right product, at the right time, exactly when customers are most interested in what you can do for them?
Treasure Data’s secure Customer Data Platform (CDP) for financial services can help dramatically improve your customer lifetime value (CLV). It offers a secure, regulatory-compliant method for harnessing the power of customer data to increase new customer acquisition, engagement, and retention. Customer analytics and data-driven insights help you automatically anticipate, understand, and offer customers the products that meet their financial needs at every level of service, including:
- Student loans
- Retail banking
- Credit card services
- Mobile banking
- Payment services
- Car loans
- Renter insurance
- Payments and Payment Services
- Home loans and home insurance
- Retirement accounts
- Wealth management
- Concierge banking
- Financial planning
Treasure Data CDP for Insurance–Tailored Analytics and Unified Customer Profiles
Treasure Data CDP can handle the kinds of data streams that make up the lifeblood of the insurance industry. It can help market your products and services by combining the following data sources to produce unified customer profiles:
- Insurance claims data
- Actuarial data
- Financial data
- CRM streams from customer service and other interactions
- Many other ready-to-use connectors to over 170 additional data sources
Data analytics and unified customer profiles help you:
- Target customers for different insurance products based on behaviors
- Detect traits that indicate propensity to buy—or to churn—and make personalized offers to convert or retain customers
- Model customer behavior using predictive analytics
- Cross-sell and upsell related insurance products
Learn how you can use all of your data—even data sitting on other platforms-–for more profitable operations.
Treasure Data’s Secure Customer Data Platform Powers Financial Services Worldwide
Treasure Data enterprise CDP empowers financial service and insurance marketers to unify siloed data so they can identify new business opportunities and new customers around the globe. Companies like Credit Saison and Sompo Himawari Life take advantage of Treasure Data to understand their target audiences deeply and market their financial services more effectively.
“The ability to implement, analyze, and confirm all marketing programs against the card member ID we use in everyday operations is a great advantage.”
Manabu Yoshida
Head of Digital Marketing, Credit Saison
See how Credit Saison used Treasure Data CDP to create financial products and acquire new customers
Credit Saison needed to centralize its scattered and unorganized data in order to support marketing initiatives and launch a new online business division.
Treasure Data helped the Japanese credit card company build unified customer views from data sources, including:
27 Million
Highly-accurate demographic profiles
5 Trillion
Card usage data points
15 Million
Online memberships records
The results were amazing. Credit Saison shortened their campaign launch times by 85% and reduced overall campaign costs. Additionally, they have enabled their own affiliate marketing programs, used credit data to enhance financial services, activated CRM data more effectively, and supported new businesses with targeted, precision marketing campaigns. Thanks to Treasure Data’s secure customer data platform, Credit Saison’s financial services reached new customers and markets on the digital landscape.
Treasure Data CDP: A Vital Component of Data Security, Data Privacy, and Compliance
COVID-19 has made consumers less willing to share personal data with financial institutions (according to research from Bank for International Settlements). Consumer concerns center around identity theft, data abuse, and personal safety. Financial institutions can address consumer fears by conveying their commitment to data security and teaming up with the best partner to safeguard data privacy.
Treasure Data enterprise CDP helps to automate compliance with privacy and security directives. It tracks data origins, customer preferences, consent and permissions, and updates audit logs for proof of privacy compliance. Treasure Data’s security and privacy control features—such as Identity Federation capabilities for single sign-on (SSO)—help financial institutions run data-driven national and global organizations.
Our Certifications and Security Features
ISO/IEC 27001:2013 Certified
Successful completion of SOC 2 Type 2 audit by accredited external auditors
Discover Life Events and Understand Consumer Financial Behavior
Engage existing clients and acquire new ones based on real-time analytics. Deliver exceptionally relevant experiences across all touchpoints.
Discover how Treasure Data allows you to orchestrate campaigns to reach new and existing customers in the moments that matter.
Make Hyper-Personalization Pay Off
Engage existing clients and acquire new ones based on real-time analytics. Deliver exceptionally relevant experiences across all touchpoints.
Discover how Treasure Data allows you to orchestrate campaigns to reach new and existing customers in the moments that matter.
Become a Loyalty Leader
Build trust and loyalty by combining intelligent activation and reporting with personalization so you can make the best decisions about where and when to engage your clients.
Learn how Treasure Data CDP powers customer experience teams with customer insights and intelligent activation, so clients receive the right message, at the right time, and in the right place.
Explore CDP ROI, Customer Analytics, and Building Profitable Customer Relationships Through Treasure Data’s Secure Customer Data Platform for Financial Services
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[Infographic] Customer Data Platform ROI—Forrester Consulting Evaluated It, Here Are the Results
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Talk With Our Experts
Treasure Data empowers financial institutions to win trust across international markets through secure data management and compliance automation. Financial players gain a competitive advantage through hyper-personalized customer journeys. Lastly, financial companies can use Treasure Data’s audience insights to understand consumer behavior and needs.
We understand that no two companies operate alike. Our professional services team can help you configure a self-managed solution that meets your budget. Our highly attentive technical support staff is always on hand whenever you need assistance. Talk with our experts today to learn more about Treasure Data’s secure customer data platform for financial services.
To learn how to leverage Treasure Data’s secure customer data platform for financial services, consult an expert today. Want to learn more? Request a demo, call 1.866.899.5386, or contact us for more information.
