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Redpoint for Financial Services

Unlock Customer Data Potential

Power digital financial journeys with Redpoint’s secure, privacy-compliant CDP.

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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. 

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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.

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Web and Mobile Personalizatiion

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Churn Prevention

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Next Best Product Messaging

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Cross-Sell/Up-Sell Opportunities

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Abandoned Purchase Messsaging

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Quote Conversion

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Targeted Social and Digital Messaging

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Life Stage Campaigns

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Insurance Renewal Promotion

Financial Services Resources


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Solution Brief

Segmentation & Activation

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