Question: Can you recommend a company that provides data-driven insights to help financial institutions acquire and retain customers more effectively?

For financial institutions looking to drive customer acquisition and retention through data-driven insights, Vericast has a broad range of solutions. Their programs include data-driven loan and deposit acquisition, end-to-end card services, digital marketing, and direct mail technology, all powered by advanced modeling and AI. This allows financial institutions to understand their ideal customer profile and deliver personalized offers to drive growth and performance.

Another great option is Sensibill, a customer data platform that aggregates and enriches customer spending data to provide personalized experiences. With features like receipt OCR, expense management, and personalized spend tips, Sensibill can help financial institutions generate revenue and engagement. It has partnered with more than 150 leading institutions, serving more than 60 million users around the world.

MX offers a platform that aggregates financial accounts, enriches financial data with context, and enables personalized money experiences. With a wide range of data enhancement and experience tools, MX supports use cases like customer intelligence, digital banking, and financial wellness. Its secure data sharing and easy integration capabilities make it a powerful choice for financial institutions looking to engage and grow their customer base.

For institutions looking to provide contextual and personalized experiences, Flybits is a powerful data-driven platform. It supports onboarding, spend stimulation, card offers, and cross-sell initiatives, with notable uplifts in sales and marketing ROI. Flybits' intuitive interface and secure data orchestration make it a compelling choice for customer experience design capabilities.