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The Leading Relationship
Marketing Solution for Financial Services

As barriers to switching between financial service providers are constantly being reduced, FSIs must invest in customer marketing—otherwise, they will lose their customers to the competition.

When you have deep understanding of each customer and deliver the most effective message every time, you will dramatically increase customer loyalty and maximize lifetime value.

  • Own your customer data, and leverage a 360° single customer view across all products and business lines.
  • Orchestrate and automate the delivery and optimization of highly personalized customer communications across all channels.
  • Get both broad-based and hyper-targeted customer retention campaigns out the door in minutes rather than days.
  • Measure the impact of your marketing campaigns in true business KPIs.
  • Increase the number of products per customer by identifying cross-sell opportunities.
  • Reduce customer churn by automatically identifying and responding to customer behavior.

“Optimove allowed us to go much, much deeper in figuring out the most effective ways to connect with our customers. We’re combining psychographic clustering, transactional history and behavioral components to figure out, not only who they are, but how to influence their behavior.”

Albina Kehoe

Head of CRM, Stitch Fix

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