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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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Industry Images Finance

Data-Driven Financial Services Companies Trust Redpoint

American Express
Equifax
Freedom Mortgage
Huntington Bank
Munich Re
National Bank of Jamaica
Newlane Finance
Revenue NSW
SelectQuotes
Sofi
WSFS Bank

The Redpoint Difference

Drive cost-effective acquisition, boost retention, and increase customer lifetime value with the only customer data platform (CDP) for banks and other financial services that thoroughly addresses data security, accuracy, and accessibility challenges. Gain a competitive advantage by treating customers individually 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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Finserv Quote

Leading Global Insurer

 

    • 450+ disparate data sources integrated
    • 20% increase in retention
    • 3x boost to new sales
    • 28% return on marketing investment
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More Customer Stories

Financial Services CDP 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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New Account Lead Generation via Digital Advertising

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“My Account” Contextual Offers and Ads

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Abandoned Application or Browsing Session

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Cross-Sell Life Stage Campaigns

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Financial Product Lead Nurturing Campaigns

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Balance Transfer Campaigns

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Financial Literacy and Tools/Calculators

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Real-Time Alerts and Recommendations

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Personalized Loyalty Interactions

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Call Center Engagement

Financial Services CDP Resources

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New Account Lead Generation via Digital Advertising

Create efficient, accurate lead generation campaigns on paid channels. Segment, suppress and activate the right customers. Extend your reach with look-alike audiences who mirror your best customers.

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“My Account” Contextual Offers and Ads

Display personalized offers in the 'Online Banking' or 'My Account' authenticated section of your website. Use customer behaviors and transaction history to predict those most likely to act, such as credit card offers for customers most likely to apply.
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Abandoned Application or Browsing Session

Boost conversions by sending emails to visitors who abandon their journey while browsing or completing an application (account, investment, mortgage, insurance, etc.). Improve conversions further by pre-populating information (where known) either from previous abandoned applications or the customer profile.

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Cross-Sell Life Stage Campaigns

Predict future spending behaviors of customers and/or categorize them according to life-stages, such as students or young professionals. Use predictive insight to target cross-sell products accordingly (e.g., loan for new business owners or mortgage for newlyweds).
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Financial Product Lead Nurturing Campaigns

For more complex financial products like investments, create multi-phase lead nurturing campaigns to engage and convert customers. Use a combination of outbound channels (email, SMS, retargeting ads) that drive to on-site content. Use lead-scoring to identify warm and hot prospects with thresholds to move from marketing to agent interaction.
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Balance Transfer Campaigns

Increase credit share by encouraging customers to consolidate existing debt or transfer debt from other third-party sources, based on credit and other data.
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Financial Literacy and Tools/Calculators

Build financial literacy and trust with outbound campaigns that educate customers on important financial topics or offer free financial tools or calculators. Leverage information captured by the tools to tailor subsequent follow-up communications.

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Real-Time Alerts and Recommendations

Send alerts via SMS or push notification when a recent transaction may force a customer to go over their credit limit, enabling them to transfer funds to avoid fees.
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Personalized Loyalty Interactions

Drive loyalty and retention with a rewards program that provides discounts or points for purchases. Offer rewards like 'member only rates' (e.g., a higher interest rate compared to the new customer rate) or to recognize anniversaries and milestones.

Support your program with an 'offers' portal or microsite that makes specific offers to customers based on their history and preferences. Create omni-channel campaigns to share status updates, new offers, and point balances.

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Call Center Engagement

Improve the customer experience when a customer transfers to the call center from other channels. Provide relevant customer profile and previous interaction data to agents to allow them to address customer questions or concerns in follow-up conversations.