Finance Sector

Imagine how you could use applications like these to connect with customers.

Engage customers with your brand.

Mrs Smith is a valued customer and phones your call centre to ask about health insurance and income protection. She’s low-risk and she is pleasantly surprised by the cost of the policy. Over the following weeks she then visits your website to check out pensions, and from her actions and use of the pension calculator tool you can deduce that whilst she has a reasonable fund, it isn’t large enough for her to retire when she’d like to. Therefore she doesn't proceed with her enquiry. You also notice from the calculator that she has a mortgage but not with you. The next day she receives a customized email offering favourable rates on mortgages with built in life cover and pension savings scheme that's specifically designed for low health risk individuals.

Increase campaign management and measurement.

Mr Sanchez never clicks on links from within your newsletter, but often clicks on the banner at the top of the page when he sees cheap credit card rates whilst logging in to his email from Yahoo. A high percentage of customers from lower income demographics do the same, but with a low conversion rate. However, upon further investigation you see that those that did this but didn’t convert subsequently picked up the phone within ½ hour and asked about balance transfers, and upon confirmation that this was okay they then applied over the phone. Your marketing team adjust the products covered by banners accordingly, as well as make it clear that balance transfers are acceptable. As a result online conversion soars and the call centre is freed up to receive other calls. Because our technology captures incredibly granular customer intelligence, you can manage incredibly precise marketing campaigns.

Improve customer service and security.

Mrs Becker browses your website, and your Site Intelligence system notices she's on an IP address from another country. Ten minutes later she receives an email from you advising that she can upgrade her travel insurance simply by clicking on a link. With Site Intelligence you can ask smarter questions and make more valuable decisions.

Also, because Mrs Becker has subscribed to ‘added security’ on her internet account and she wants to pay a bill from her internet account and the cookie value is a new one, the transaction is delayed until such time the call centre can verify that Mrs Becker is the one making the payment.