The Trusted, Secure CDP for Financial Services

Accelerate revenue while reducing risk with a customer data platform (CDP) you can bank on. Optimize ad spend, acquire new customers using lookalike modeling, and personalize communications in real time.
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Before, planning and implementing a marketing program took a lot of time. Thanks to [Treasure Data], the lead time has been shortened dramatically.”

Izumi Tanaka

Treasure Data CDP user for marketing programs

The platform for financial services personalization

Trust Treasure Data – named a CDP Leader by Gartner – to tap into the full potential of your customer data.  

Fueled by AI, our CDP for financial services uniquely blends batch and real-time data for the most complete customer view money can buy. Machine learning-powered insights and recommendations help you anticipate, understand, and offer customers the products that meet their financial needs. All that translates to better customer acquisition, retention, and lifetime value (CLV).  

And you can rest easy with our robust data security and privacy protections, ensuring data is handled securely and in compliance with regulations.

Banking: Top use cases of Treasure Data CDP

Ad spend optimization

Ad spend optimization

Leverage our CDP for intelligent ad suppression, targeted ad personalization for higher conversion rates, strategic discount placement, and pinpointing high-value customers.

Customer acquisition

Customer acquisition

Grow your customer base using paid media lookalike modeling. Build industry-specific lookalike audiences who are similar personas to existing customers.

Advanced segmentation

Advanced segmentation

Enable personalized communications by segmenting audiences at the individual level or combining datasets from inferred relationships (household, region, organization).

Win-back campaigns

Win-back campaigns

Our CDP features built-in AI to predict churn and identify at-risk, high-value customers. Use our journey orchestration tool to automate the right responses and manage cross-channel re-engagement campaigns.

Upsell and cross-sell

Upsell and cross-sell

Increase conversion rates of financial products. Leverage a 360-degree customer view to deliver personalized product recommendations, promotions, and content through preferred customer channels.

Insurance: Top use cases of Treasure Data CDP

Ad spend optimization

Ad spend optimization

Enrich financial services customer experiences by detecting the hot signals and moment-of-life for every customer. Reconcile with offline data to offer recommended actions in real time.

Customer acquisition

Customer acquisition

Expand your clientele with paid media through lookalike modeling. Create tailored audience segments resembling your current customers, specific to your industry.

Sales intelligence

Sales intelligence

Optimize acquisition and lead management strategies and referrals through real-time prospect scoring models based on intentions and value scores. Provide weekly call lists based on propensity to purchase scores to inside sales and channel partner agents.

Data quality

Data quality

Automate customer data cleaning, validation, and integration processes, reducing manual errors and ensuring data accuracy. Streamline internal processes and enable faster and more informed decision-making with improved overall data quality.

A CDP that prioritizes data privacy, security, and compliance

Our financial services CDP helps automate compliance with privacy and security directives. It tracks data origins, customer preferences, consent and permissions, and updates audit logs for proof of privacy compliance.

Treasure Data’s security and privacy control features, such as identity federation capabilities for single sign-on (SSO), help financial institutions run data-driven national and global organizations.

Our commitment to compliance and trust

Featured customer story

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Credit Saison unifies million of profiles for better customer acquisition

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Elevate customer experiences with the CDP for financial services

Frequently Asked Questions