Financial Services Solutions
Drive financial services growth
See what BlueConic can do for you
Financial services companies are prioritizing customer-centricity initiatives to improve the way they recognize and interact with customers across channels and lifecycle stages. BlueConic transforms the way your growth-focused teams operate by empowering them with unified, actionable, and privacy-compliant first-party data to increase their agility and drive business outcomes.
Unify cross-channel data
Collect first-party data from all online and offline channels to form a single customer view that’s accessible to marketing, CX, and other growth teams across the enterprise. Data is automatically normalized and cleaned.
Create new digital products
Design new digital products and experiences for customers using a unified view of their engagement, behaviors, customer lifecycle stage, product preferences, and/or content interests.
Use real-time customer scores
Calculate customer scores by using out-of-the-box or custom machine learning models. Create lookalike audiences, discover new segments, experiment with tailored messages for audiences – all without relying on technical resources.
Reduce reliance on agencies
Improve your operational efficiency and time to market by segmenting and analyzing data without the need for help from costly external agencies.
The customer data platform industry leaders trust
Check out how financial services companies liberate their first-party data, transform customer relationships, and drive business growth with BlueConic.
"Blueconic has provided our organization with added capabilities which have allowed us to realize substantial value in our digital marketing efforts."Jeffrey LeClair | SVP, Marketing, Direxion Shares
Get in touch.
Talk with one of our experts to see how BlueConic can help you transform the way your business teams operate and power your growth initiatives with data.