Personalization with a CDP Drives New Business for Financial Services & Insurance

Monetize Data, Create New Financial Services, Keep Customers Loyal and Reduce Risk—with Treasure Data CDP

Consumers now run their financial lives on dozens of digital and physical channels--from mobile banking to disruptive new banking and payments alternatives. Shouldn’t your business be there with the right product, at the right time, exactly when they’re most interested in what you can do for them?

The Treasure Data CDP helps you dramatically improve customer lifetime value (CLV). It offers a secure, regulatory-compliant way to harness the power of customer data for new customer acquisition, engagement, and retention. Customer analytics and data-driven insights help automatically anticipate, understand, and offer products that meet customer financial needs at all stages of life, 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 Data Analytics and Unified Customer Data Profiles

The Treasure Data CDP can handle the kinds of data streams that are the lifeblood of the insurance industry. It combines the following data sources to come up with unified customer profiles that help you market your products and services:

  • Insurance claims data
  • Actuarial data
  • Financial data
  • CRM streams from customer service and other interactions
  • Many other sources, with ready-to-use connectors to more than 170 data sources

Data analytics and unified customer profiles help you:

  • Target customers for different insurance products based on their behavior
  • Detect traits that indicate propensity to buy—or to churn—and make personalized offers to convert or retain customers
  • Predictive analytics to model customer behavior
  • Cross-sell and upsell related insurance products

Learn how you can use all of your data—even data sitting in other platforms–for more profitable operations.

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Arm Treasure Data Powers Financial Services Worldwide

Treasure Data empowers financial service and insurance marketers to unify siloed data so they find new business and new customers. Companies like Credit Saison and Sompo Himawari Life take advantage of Treasure Data to understand their target audience deeply and market 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

Treasure Data helps Credit Saison build unified customer views from many huge 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 campaign costs overall. 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. And, they did it all with rich unified customer views and actionable customer insights.

Treasure Data CDP: A Vital Component of Data Security, Data Privacy and Compliance

Arm Treasure Data CDP helps to automate compliance with privacy and security directives. It helps track where your data comes from, customer preferences, consent and permissions, and updates audit logs for proof of privacy compliance. Arm 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

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Successful completion of SOC 2 Type 2 audit by accredited 
external auditors

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Explore our Privacy Features and Security Profile

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Discover life events and understand consumer financial behavior

If data silos are keeping you from retaining customers or members as their financial needs change, Treasure Data CDP can help.

Find out how Treasure Data unifies customer data for unique customer views that keep you on top of changes in clients’ needs and financial behavior.

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Make hyper-personalization payoff

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 existing and new customers in the moments that matter.

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Become a loyalty leader

Build trust and loyalty by combining personalization with intelligent activation and reporting so you make the best decisions on where and when to engage your clients.

Learn how Treasure Data 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.

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Explore CDP ROI, Customer Analytics, and Building Profitable Customer Relationships

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Talk with our experts

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.

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