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Real-time Finance CDP

Improve customer loyalty with a unified financial customer data platform.

Finance hero

The most complete Customer Data Platform for finance

Make the most of customer data. 

 Xtremepush combines a real-time CDP, AI Optimisation, Gamification, Omnichannel Activation, and BI – all in one unified solution. 

SEAMLESS ONBOARDING EXPERIENCE

Enhance customer acquisition with streamlined onboarding

The Xtremepush platform revolutionises the onboarding process for financial app users. With detailed analytics helpful for identifying and addressing drop-off points, financial institutions can deliver a frictionless onboarding experience. Real-time messaging and A/B testing capabilities further refine the process, increasing new users completing their onboarding journey.

ACTIVE USER ENGAGEMENT

Transform registered users into active customers

Xtremepush helps bridge the gap between registration and active usage by informing customers about the full range of services available through personalised, targeted messaging. Using this method, your business can reactivate dormant users and maximise the app’s value.

RE-ENGAGEMENT OF INCOMPLETE APPLICATIONS

Recover lost opportunities and boost conversion rates

Xtremepush provides tools to identify and re-engage users who have abandoned loan applications. Through pinpointing drop-off points and automating responses for likely approvals or denials, you can improve ROI and conversion rates with targeted recovery email campaigns.

CUSTOMER EXPERIENCE ENHANCEMENT

Gather insights and grow loyalty with surveys and card-linked offers

Use in-app and website surveys to gain valuable customer feedback, addressing online and offline services’ gaps. Grow brand loyalty by informing customers about various card-linked offers through in-app messages or web push notifications.

LOCATION-BASED MESSAGING AND FRAUD PREVENTION

Drive engagement and security with geofencing and iBeacon technologies

Enhance security by using a customer’s location to identify and notify them of potentially fraudulent activities – on the spot. Leverage geofencing and iBeacon for location-based messaging, such as automated Forex messaging for overseas travellers or promoting branch visits for loan applicants.

Explore the Use Cases

Personalised onboarding for new app users

Financial institutions can use Xtremepush to facilitate the onboarding process for new mobile app users. Analysing user behaviour during registration, the platform identifies drop-off points and enables financial firms to create a more user-friendly onboarding experience with real-time messaging, contextually relevant marketing campaigns, and A/B testing.

Engagement of inactive app users

Xtremepush helps financial business units re-engage customers who have registered for the app but are not actively using it. Through personalised notifications about underutilised services like e-statements or mobile payment options, financial organisations can encourage users to take full advantage of the app’s features.

Re-engagement in financial processes

The financial industry can use Xtremepush for re-engaging customers who have started but not completed loan applications. Since Xtremepush is pinpointing where customers drop off in the application process, finance companies can send targeted messages or offers to encourage completion, and increase conversion rates as a result.

Location-based marketing

The financial industry can use Xtremepush’s geofencing and iBeacon technologies for location-based marketing. For instance, when customers are near a branch, they can receive notifications about relevant services or offers, driving some foot traffic to physical locations.

Fraud detection and alerts

Financial institutions can use Xtremepush to monitor security and detect potential fraud. With in-depth customer location data analysis, financial firms can quickly identify and alert customers to suspicious activities on their accounts.

Finance FAQ

  • What is a Customer Data Platform (CDP) and how does it benefit financial institutions?

    A Customer Data Platform (CDP) centralises customer data from multiple sources, including transactional data, online data, and offline interaction data. For financial institutions, a CDP breaks down customer data points and provides a unified view of each customer. This comprehensive view definitely helps in understanding customer preferences, behaviours, and needs, helping to create more effective and data-driven marketing campaigns.

  • How does integrating offline interaction data enhance customer insights in financial services?

    Integrating offline interaction data with online data in a CDP reveals a complete picture of the customer journey. Such integration allows financial services to gain a deep understanding of their customers, including transaction history and interactions with financial systems, so that these service providers can deliver more personalised financial services and customer relationship management.

  • What capabilities should the right customer data platform offer to a leading private sector bank?

    The right CDP for a leading private sector bank might offer capabilities like predictive and prescriptive analytics, comprehensive encryption mechanisms for data security, and the ability to process data from multiple systems. It should also provide insights into customer lifetime value and risk propensity scores, assisting in decision-making for credit card limit enhancements and other financial offerings. 

  • How do customer data platforms compare to other data management tools used by financial marketers and business intelligence teams?

    Customer Data Platforms differ slightly from other data management tools in their ability to create unique identity graphs for each individual customer, as they are unifying data attributes from various sources. While legacy systems and other tools may focus on specific data points, CDPs offer a more holistic view, so that the financial marketers and business intelligence teams can extract valuable insights and engage customers on a deeper level.

  • Can a CDP help in overcoming the data silo problem in financial institutions?

    Actually, a CDP is specifically designed to break down data silos within financial institutions. A CDP guarantees that all customer data is readily available and actionable by consolidating data from siloed systems, including both online and offline sources. Such a unified approach allows financial marketers to understand existing customers' behaviours and preferences, and then tailor their strategies accordingly.

  • How does a CDP help in deploying data-driven marketing campaigns in the financial sector?

    A CDP aids in deploying data-driven marketing campaigns with a comprehensive view of the customer's data, including transaction history and interaction data. Consequently, marketing teams can create campaigns that are conversion-focused and specific to individual customer needs and preferences for full relevancy. 

  • What role does data security play in managing a Customer Data Platform in financial services?

    Data security is fundamental in CDP, especially in the financial services sector which has to deal with a lot of sensitive customer information. Deploying strong encryption mechanisms secures the protection of confidential financial data. A CDP must adhere to strict data governance standards to safeguard customer information, maintaining customer trust and compliance.