The Trusted, Secure AI Marketing Platform for Financial Services
Accelerate revenue while reducing risk with an AI-native marketing platform you can bank on. Optimize ad spend, acquire new customers using lookalike modeling, and personalize communications in real time.
Before, planning and implementing a marketing program took a lot of time. Thanks to [Treasure Data], the lead time has been shortened dramatically."
The platform for financial services personalization
Trust Treasure Data to tap into the full potential of your customer data and engage customers in the moments that matter.
With the Intelligent Customer Data Platform (CDP) and AI Marketing Cloud, you can blend batch and real-time data for the most complete customer view money can buy for personalized engagement.
Predictive AI-powered insights and recommendations help you anticipate, understand, and offer customers the products that meet their financial needs. All that translates to better customer acquisition, retention, and lifetime value (CLV).
Banking: Top use cases of Treasure Data
Ad spend optimization
Leverage Treasure Data for intelligent ad suppression, targeted ad personalization for higher conversion rates, strategic discount placement, and pinpointing high-value customers.
Customer acquisition
Grow your customer base using paid media lookalike modeling. Build industry-specific lookalike audiences who are similar personas to existing customers.
Advanced segmentation
Enable personalized communications by segmenting audiences at the individual level or combining datasets from inferred relationships (household, region, organization).
Win-back campaigns
Treasure Data features built-in AI to predict churn and identify at-risk, high-value customers. Use our journey orchestration tool to automate the right responses and manage cross-channel re-engagement campaigns.
Upsell and cross-sell
Increase conversion rates of financial products. Leverage a 360-degree customer view to deliver personalized product recommendations, promotions, and content through preferred customer channels.
Insurance: Top use cases of Treasure Data
Ad spend optimization
Enrich financial services customer experiences by detecting the hot signals and moment-of-life for every customer. Reconcile with offline data to offer recommended actions in real time.
Customer acquisition
Expand your clientele with paid media through lookalike modeling. Create tailored audience segments resembling your current customers, specific to your industry.
Sales intelligence
Optimize acquisition and lead management strategies and referrals through real-time prospect scoring models based on intentions and value scores. Provide weekly call lists based on propensity to purchase scores to inside sales and channel partner agents.
Data quality
Automate customer data cleaning, validation, and integration processes, reducing manual errors and ensuring data accuracy. Streamline internal processes and enable faster and more informed decision-making with improved overall data quality.
Data privacy, security, and compliance at the core
Rest easy with our robust data security and privacy protections, ensuring data is handled securely and in compliance with regulations.
Treasure Data helps automate compliance with privacy and security directives. The platform 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 commitment to compliance and trust
Featured customer story
