Build better client relationships with personalized financial experiences
Try Lytics free for 1 month, get actionable data in just 14 days.
There's no one size fits all approach in marketing to a financial services client. That's because every customer has different financial needs that you need to address.
If a client has a home loan, you need to offer them a HELOC. If a client has an account balance over $100K, you need to target them with premium service offers. If a client...you get the idea.
In order to maintain your customer base and continue to grow your share of wallet through cross-sells and upsells, you need to be able to deliver timely marketing messages that meet your customers wherever they may be in their financial life.
Our Customers
Common roadblocks to success
What's holding your financial services business back from creating truly personalized experiences for all of your clients and growing your share of wallet?
Data silos
No first-party data strategy
Wasted ad spend
Organizational structure
Inability to provide personalization
Customer Story
An 11x lift in completed loan applications
A financial services client wanted to increase loan applications by personalizing on-site offers based on customer data. The client had a newly installed customer data platform that enabled site-side personalization, but implementing this functionality required additional customization and expertise in order to create an optimal customer experience. See how Lytics helped them seamlessly launch site personalization that led to an 11x increase in completed loan applications.
Our strategies and solutions
Our knowledge and expertise allows us to analyze and execute valuable and effective strategies to help financial services firms reach more prospects and increase the share of wallet for their existing customers.
Stay secure and compliant
Be assured of the security of your most sensitive client information with Lytics best-in-class data management.
Improve ad campaigns
Lytics machine-learning algorithms help you to identify and target only the clients who are ready for an upsell, saving you spend and driving conversions.
Connect across channels
Connect customers with personalized web, email & mobile experiences, and triggered email campaigns.
Build long-term customer relationships
Use Lytics insight reports to develop complete customer profiles that allow you to provide better customer service and prevent churn.
Deliver relevant content and offers
Offer product/content recommendations that meet the needs of each client, depending on where they are in their financial journey.
Provide premium client experiences
Upsell your customers and increase your share of wallet with offers and products related to the products or services they're likely to buy based on their past purchase history.
Improve customer onboarding
Leverage Lytics machine-learning to deliver custom experiences at key milestones in the customer journey.
Keep your clients safe with the strongest possible security & data management
Don’t stress about security when it comes to your client’s most sensitive information. With Lytics, you can be sure your data is always in safe hands. Our security benefits:
We offer a private single-tenant instances in either Lytics-hosted or client-hosted configurations on Google Cloud for an added layer of security
Lytics is fully SOC II Compliant, and meet all regulations for GDPR and CCPA
Our AMD N2D processors ensure data security in transit, at rest and during processing
Increase upsells & provide premium experiences through personalization
Basic demographic information isn't enough to create an unforgettable user experience that drives more revenue. Lytics leverages machine-learning and AI to gain detailed insights into your customer's needs and content/product affinities.
Now you can:
Gain a 360 degree understanding of your customer with comprehensive profiles
Provide premium offers and experiences to your highest margin clients based on their past content consumption and affinities - all at scale
Upsell with premium product recommendations tailored to each client’s individual financial needs
Get up and running instantly, no expertise required
No marketer should ever be too intimidated to implement a new customer data platform. Lytics offers an incredibly user-friendly experience that takes the stress out of getting started. Key benefits include:
- An easy-to-use interface that's designed to be used by marketers
- Actionable data insights and clear visibility into campaign efficacy
- Extremely low time to value - Lytics will be fully operational in days, not months
Explore Lytics Experiences for financial services
Optimize ad spend
Use first-party data to identify and engage targeted audiences with ad experiences that address their unique needs. No more wasted ad spend.
Create custom web experiences
Treat every site visitor like a VIP, with messaging and content experiences tailored specifically to them.
Personalize your email marketing program
Simplify and personalize your email marketing campaigns and nurtures with the help of first-party data insights.
Segment your audiences
Segmentation made simple. Target the most accurate audience every time with a message, experience, or promotion that resonates with them.
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Lytics works hand in hand with Actable to deploy and scale CDP installations that meet the needs of your financial service business. Our combined approach of technology, strategy and service makes for a seamless CDP rollout and adoption experience.