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Financial Services

Unify policy and claims data to deliver personalized marketing engagement.

  • Unify legacy policy systems and data environments for a single view of all of your customers' policy information, engagement activity, and claims history.
  • Position data to use predictive AI to enable agents to recommend the next best offer during conversations, ultimately increasing customer satisfaction, policy retention, and lifetime customer value.
  • Segment customers for hyper-personalized marketing that yields increased conversion ratios and higher returns on marketing campaign investments.

Use case summary

Navigate legacy policy systems and data environments that are often complicated and long-standing. Build a single view of all your customers' policy information, engagement activity, and claims history.

Industry

Financial Services

Salesforce products used

Data Sources Used

Policy Data
Prior Service Activity
Billing Information
Claims
Email Campaigns
Activity & Engagement
Quotes
Web & Social Engagement

Apply Insights and Predictions

By bringing together the data sources referenced in this use case, teams can build calculated insights or run predictive models with Data Cloud that will allow them to make smarter decisions or power new automations.

Calculated Insights Connect long isolated data sets on every customer and remove duplicates. Identify insights like customer lifetime value and trends and patterns across your customers.
Predictive Models Segments customers for optimized marketing and recommends next best action for sales.

Predictive AI generates next best offer recommendations for agents to use during conversations.

Segments activated through marketing journeys and website to personalize offers and experiences to policyholders.

What’s the impact?

Increased Conversion Ratios
Increased Return on Campaign Investment
Increased Cross-sell Success
Increased Agent Efficiency
Increased Customer Satisfaction, Policy Retention, Lifetime Customer Value

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