Financial Services Consumer TESTING ONLY

Infinitive helps financial service organization differentiate and increase revenue by improving customer experience and customer retention through Infinitive’s Consumer Intelligence solution for Financial Services. We are dedicated to helping you collect, protect, and connect your 1^st and 2^nd party data to provide opportunities to upsell and cross-sell your current customers while acquiring new ones.

Financial Services Consumer Challenges

Building a unified Customer 360 platform that brings together all your 1^st party customer data, including CRM data, is a challenge. Infinitive help clients increase revenue by aggregating 2^nd party data into a secure clean room. Our solution helps you:

Engage customers to decrease churn while providing relevant products at the right place and right time
Embed analytics into existing applications so your front-line workers can upsell and cross-sell other products and services
Implement secure sharing of data with external partners
Target ideal new customers with relevant product offerings
Stay ahead of consumer privacy rules and regulatory fines

This Is How We Do It

Infinitive’s Financial Services Consumer Intelligence solution helps your organization with:

Collection and leveraging of 1st and 2rd Party Consumer data
Implementing clean room and consumer privacy solutions
Identifying the most significant consumer data use cases and having a running POC/MVP in just 90 days

Business Outcomes

Cross-sell/Up-sell
Reduce Churn
New Costumer Acquisition
Differentiation

Introduce New Products
Improved CX
Conversion Optimization
new Revenue Streams

Insight

Propensity to Buy

Targeting & Personalization

Hyper Segmentation

Next Best Action

Scores, Forecasts, Recommenations

Consumer Intelligence

AI/ML

Analytics/BI

Visualization

Integration

Recommendations

Data

Customer

Third Party

Transactions

Activity/Engagement

Sales/Marketing

Why Work with Infinitive

Infinitive’s financial services experts are dedicated to resolving your data challenges. As an AWS Advanced Consulting Partner and Snowflake Partner, we will help you collect, protect, and connect your 1st party and 2nd party data to “get more value out of your data” by increasing revenue and building strong relationships with consumers

Financial Services Consumer Challenges

This Is How We Do It

Why Work with Infinitive

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