How well do you know your customers?
improve relationship journey success
Gain deep relationship insights that can improve your members’ financial health with enhanced lifestyle segmentation and Persona analytics for personalizing experiences and targeting with ease. Pinpoint ideal segments and employ omni-channel campaigns to build more profitable relationship journeys that increase retention - and trust.
lifestyle & persona segmentation
Linked sets of enriched licensed psychographic, demographic, lifestyle and big data deeply improve your knowledge and insights of customer journeys, lifestyle preferences and pain points. Data-driven Personas can be enriched and targeted.
Relationship profitability model
Understanding accurate, tiered account and customer level relationship profitability unlocks valuable wallet share revenues, pinpointing missed opportunities. Our ProfitTrac™ customizable Transfer Pricing algorithm delivers deep, accurate relationship insights and high value analytics to enhance and measure profitability.
prospect acquisition
Acquire valuable new relationships by micro-targeting your ideal consumer and business prospect segments. Instantly deploy lifestyle segment lists and link to targeted campaigns to acquire new member relationships.
