Redpoint for Financial Services
Unlock Customer Data Potential
Power digital financial journeys with Redpoint’s secure, privacy-compliant CDP.
Data-Driven Financial Services Companies Trust Redpoint
The Redpoint Difference
Drive cost-effective acquisition, boost retention and increase customer lifetime value with the only CDP that completely addresses data security, accuracy and accessibility challenges. Gain a competitive advantage by treating customers as individuals and taking customer experience to the next level.
You Control Your Data
Redpoint offers data cloud and private cloud deployment options, allowing you to satisfy your unique security and governance requirements. Your data is never copied and sits behind your firewall.
Truly Understand Your Customers
Bring together all product, transaction, digital and campaign data to develop a single and actionable view of your customers (e.g., individuals, households, financial applications). Harness deep insights for immediate customer-centric activation and engagement.
Have Meaningful Conversations Across Channels
Stay in tune with digital-first customers who favor convenience, speed and self-service. Fuel everything from real-time web product recommendations, insurance renewals, abandoned purchase emails, and more.
Financial Services Use Cases
Whether selling insurance, wealth management solutions or retail bank products, a deep understanding of every customer – and every customer journey – is essential for delivering relevant, omnichannel experiences and driving new revenue.
Web and Mobile Personalizatiion
Churn Prevention
Next Best Product Messaging
Cross-Sell/Up-Sell Opportunities
Abandoned Purchase Messsaging
Quote Conversion
Targeted Social and Digital Messaging
Life Stage Campaigns
Insurance Renewal Promotion
Leading Global Insurer
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450+ disparate data sources integrated
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20% increase in retention
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3x boost to new sales
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28% return on marketing investment
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Financial Services Resources
Blog
Banking on Change: Why a Golden Record Satisfies Customer Expectations for a Holistic Experience