Question: Can you recommend a platform that helps financial services companies analyze customer spending habits and provide personalized experiences?

If you're looking for a platform to help financial services companies understand how customers spend money and offer them more personalized experiences, Sensibill is a top contender. It's a customer data platform specifically for financial services companies like banks and credit unions to collect, process and act on customer spending data. Sensibill collects data from many sources, including transactions, receipts and invoices, and enriches it with information about merchants, products and brands. The platform includes tools like receipt and invoice OCR, expense tracking, personalized spend advice and customer profiling, and is designed to help financial services companies increase engagement and revenue.

Another strong contender is Cardlytics, a purchase intelligence platform that offers a unified view of consumer spending. It works with big banks to tap into the spending habits of more than 168 million people, letting companies target their ads and measure ad results. Cardlytics offers native ads that are integrated into digital channels and purchase intelligence analysis and sales impact reporting. The company has worked with a range of industries, including retail and luxury brands, and publishes regular research and insights about consumer spending patterns so businesses can keep up with changes in consumer behavior.

Flybits is another good option for delivering context and personalization. It helps banks use data to create meaningful interactions with customers, building trust through secure data orchestration and easy experience deployment. Flybits supports a variety of use cases, including spend stimulation and card offers, and has shown an increase in engagement rates and marketing ROI.

Last, Treasure Data is a customer data platform that Gartner named a leader in its 2024 Magic Quadrant for Customer Data Platforms. Treasure Data aggregates historical and real-time behavior into a single customer profile, using AI-predicted insights to help sales teams and operations teams. It has strong data governance and a strategy for driving business growth, and is geared for large-scale enterprises that want to deliver connected customer experiences across all touchpoints.