Three Tactics to Best Utilize Data and Behavioral Analytics

Three Tactics to Best Utilize Data and Behavioral Analytics

Financial services organizations have access to some of the richest data and behavioral analytics around.

They know how people bank, borrow, save, transact and live their financial lives. But most organizations have limited ideas about how to harness that data, build strategies around it and use it to shape future performance. 

Thus more than ever, it pays to focus on this truth: Data and analytics generated by the customer provide a valuable blueprint for how to engage that customer in the future.

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Case Study: Onboarding Program + Behavioral Triggers

Case Study: Onboarding Program + Behavioral Triggers

A $1.1b Mid-Atlantic based financial institution wanted to implement an on-boarding campaign to increase user brand experiences and expand their new customer relationships during the first 120 days.

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