Make highly regulated, highly engaging

These elephants are staying in the room. S1. Ensuring adherence to regulations and security needs that require tailored system configurations and governance. S2. Enterprise-scale tools that help compliant brands manage seamless, multi-layered, global campaigns. S3. Full-support offerings by vendors with specialist industry knowledge ensure a consistent, efficient, and error-free adoption of solutions.

We know these tools ain’t cheap, and regulation only adds to the cost. CMO’s in banking and finance are always looking for ways to decrease spend and increase ROI. This alchemy IS possible if you look to consolidate marketing technology onto a single, compliant, and user-friendly platform. Also if you provide consistent experiences across key customer channels as part of a single user flow.

If you’re doing it right, your customers, and their growing families (even their pets), will use your products and services for life. Consistently create better experiences over the entire life cycle, increase revenue by identifying — and acting on — cross-sell and upsell opportunities when they arise in your customer’s lives. Evolve your understanding further to grow engagement, retention, and loyalty.

With our data-driven solutions, financial institutions can get in-depth insights that enable them to make better business-critical decisions. They can understand and anticipate which customer behavior will drive engagement. We offer a robust but easy-to-use platform to allow for program optimization and communication personalization. Marketers can also support multiple brands with different business needs and deliver differentiated offers that match customer value, stage, and life events.

Continuing our heritage as being trusted data stewards with capabilities designed to protect your customers. Messaging users ensure data security by tokenizing specific values and exchanging those for actual data at the time of sending. We also offer GDPR and CCPA compliant, permission-based lifecycle solutions to help finserv brands move toward customer-centricity. Have customers share their aspirational goals at that particular moment via Experiences.

Our professional services team is here to provide a complimentary resource wherever possible. With an average experience of 14+ yrs in this ever-evolving sector, we make sure we keep ahead of the curve with flexible methodologies. Our security program is continuously involved in audits, risk assessments, and compliance checks across the entire CES, spear-headed by CISO Jill Knesek. SOC 2 compliant and FSQS accredited.