Question: Is there a customer data platform that provides detailed analytics and insights to help financial institutions understand customer needs and behaviors?

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Sensibill

If you need a customer data platform that offers rich analytics and insights to help financial services companies understand customers and their behavior, Sensibill is a good option. It combines data from transactions, receipts and invoices and supplements it with merchant, product and brand information. Receipt and invoice OCR, expense tracking and personalized spend advice can help banks, credit unions and fintech companies generate revenue and keep customers engaged.

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MX

Another good option is MX, which securely links and verifies financial data and supplements it with context and categorization. The platform can be used to deliver personalized financial experiences that can increase engagement and growth. It's designed to be secure and compliant, with lots of documentation and APIs to make it easy to integrate, so it's good for digital banking, customer intelligence and financial wellness.

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Amperity

If you need a platform that's geared for financial services, check out Amperity. It offers a single customer view, ensures the right content is delivered to the right people, and identifies revenue drivers. With automated data ingestion and normalization, Amperity can help financial services companies get the most out of their campaigns and keep customers engaged with predictive models and real-time feedback loops.

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Treasure Data

Last, Treasure Data is a Gartner-recognized customer data platform leader. It builds a single customer profile from historical and real-time behavior and from AI-generated predictions. The platform is designed to break down data silos and improve sales and efficiency across all touchpoints, so it's a good choice for driving business growth in the financial services industry.

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