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Financial Services

Increase deposits with personalized marketing.

  • Better identify and deepen customer relationships to grow assets under management with a complete, unified profile for every customer.
  • Increase conversion rates and minimize wasted spend with personalized, highly targeted messaging.
  • Improve customer satisfaction and engagement by identifying investing patterns, resulting in more relevant opportunities to the right customers.

Use case summary

Increase the volume and frequency of deposits and investments with more personalized marketing — powered by a single view of your customer. Increase brand awareness and conversion rates, and more deeply understand your customer's circumstances.

Industry

Financial Services

Salesforce products used

Data Sources Used

Transaction Data
Account Data
Credit Score

Apply Insights and Predictions

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

Calculated Insights Use transaction data to create insights that contribute to total customer lifetime value. Combine transactional data, account data, and credit data to develop insights indicating your customer's overall financial health. Deliver share-of-wallet insights that give all teams visibility into a customer's current status across all lines of business — like retail, wealth, and commercial.
Predictive Models Using engagement data and other external factors, build predictive models that indicate a customer's probability and readiness to open a new checking account or increase deposits. With machine learning, run models that predict when a customer will likely to move deposits out of their account.

What’s the impact?

Increase Revenue Growth Rates
Increase Conversion Rates
Decrease Deposit Costs
Decrease Acquisition Cost

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