Monetize Data, Create New Financial Services, Retain Customer Loyalty and Reduce Risk—with Treasure Data CDP
Treasure Data’s secure Customer Data Platform (CDP) for financial services can help dramatically improve your customer lifetime value (CLV).
It offers a secure, regulatory-compliant method for harnessing the power of customer data to increase new customer acquisition, engagement, and retention.
Customer analytics and data-driven insights help you automatically anticipate, understand, and offer customers the products that meet their financial needs at every level of service.
Banking: Benefits of Treasure Data CDP
Improve customer engagement
Increase the effectiveness of conversion rates, cross-sell and upsell of financial products. Leverage 360-degree customer view to create highly targeted and personalized marketing campaigns, delivering tailored product recommendations, promotions, and content through the customer’s preferred channels.
Increase sales efficiency
Optimize the acquisition and lead management strategies and referrals through real time prospect scoring models based on intentions and value scores. providing weekly call list based on propensity to purchase scored inside sales and channel partner agents
Improve operational efficiency
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.
Insurance: Benefits of Treasure Data CDP
Improve customer experience
Increasing the effectiveness of your marketing and sales spend. Enrich your customer experience by detecting the hot signals and moment-of-life for every customer. Reconcile with offline data to offer the best recommended actions in real time.
Increase sales efficiency
Optimize the acquisition and lead management strategies and referrals through real time prospect scoring models based on intentions and value scores. providing weekly call list based on propensity to purchase scored inside sales and channel partner agents
Boost customer acquisition
Experience customer growth through the hyper-personalization and dynamic marketing. Omnichannel message orchestration based on the customers response to continuously optimize the channel/content by personalized messaging and AI generated recommendations and next best offers
Treasure Data’s Secure Customer Data Platform Powers Financial Services Worldwide
Treasure Data enterprise CDP empowers financial service and insurance marketers to unify siloed data so they can identify new business opportunities and new customers around the globe. Companies like Credit Saison and Sompo Himawari Life take advantage of Treasure Data to understand their target audiences deeply and market their financial services 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
Credit Saison needed to centralize its scattered and unorganized data in order to support marketing initiatives and launch a new online business division.
Treasure Data helped the Japanese credit card company build unified customer views from 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 overall campaign costs. 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. Thanks to Treasure Data’s secure customer data platform, Credit Saison’s financial services reached new customers and markets on the digital landscape.
Treasure Data CDP: A Vital Component of Data Security, Data Privacy, and Compliance
Treasure Data enterprise CDP helps to automate compliance with privacy and security directives. It 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.
Explore CDP ROI, Customer Analytics, and Building Profitable Customer Relationships Through Treasure Data’s Secure Customer Data Platform for Financial Services
![[Infographic] Customer Data Platform ROI—Forrester Consulting Evaluated It, Here Are the Results](/wp-content/uploads/resource-tile-forrester-roi2x.jpg)
[Infographic] Customer Data Platform ROI—Forrester Consulting Evaluated It, Here Are the Results
What is CDP ROI for organizations like yours? If you’ve been disappointed before…
Your Complimentary CDP RFP Template: Banking
Key questions banks should ask when evaluating CDP vendors.
Your Complimentary CDP RFP Template
Key questions insurers should ask when evaluating CDP vendors.
Talk With Our Experts
Treasure Data empowers financial institutions to win trust across international markets through secure data management and compliance automation. Financial players gain a competitive advantage through hyper-personalized customer journeys. Lastly, financial companies can use Treasure Data’s audience insights to understand consumer behavior and needs.
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. Talk with our experts today to learn more about Treasure Data’s secure customer data platform for financial services.
To learn how to leverage Treasure Data’s secure customer data platform for financial services, consult an expert today. Want to learn more? Request a demo, call 1.866.899.5386, or contact us for more information.
