DATAWAVE industry solutions: Financial sector
A comprehensive solution from Datawave CDP
Give every client a “personal finance” experience
Personalized communication flows at any business scale, based on complete, reliable and security-compliant data.
Book a demo
Create a personalized journey for each customer
Increase purchase probability at every step
Additional features
Interest
TV and video, outdoor advertising, media advertising
Choice
RTB, offline promotions, contextual advertising
Purchase
Email, SMS, PUSH, recommendations
Recommendations
Loyalty program, lookalike, Similar AI
Repeat purchase
Messengers, chat bots
Additional features
Case study: Financial sector

The main objective is to increase product usage per customer, since most of the revenue comes from acquiring services for customers' micro-transactions and from credit service fees.

Accordingly, the company defined the following development priorities:
•Increasing customer spending
•Increasing the use of banking services
•Retaining users through an automated loyalty system

Client: Top-10 bank
Main objective:
Increasing product usage per customer
How Datawave solved it
  • Developing gamification models to sell the company's services and identify user interests
  • Identifying the structure of users' spending through transaction analysis
  • Analyzing users' communications within the mobile app
  • Building a bonus system that issues rewards
Results:
  • Higher spending on the company's products (debit and credit cards) +5%
  • Higher sales of the company's products +7%
  • Lower user churn -22%

Personalize your customer outreach

The system helps you create personalized content for each user based on:

01/ User interests

02/ Historical data

03/ Purchase probability

04/ Customer readiness to take the target action

By building a natural path to your products and services, you increase the likelihood of a purchase at every stage of the customer lifecycle.
MANAGE COMMUNICATIONS
MANAGE ADVERTISING
MANAGE BANNERS, ARTICLES AND PRODUCTS
MANAGE LOYALTY PROGRAMS
MANAGE DATA AND USER SELECTIONS
PROGRAMMABLE CHATBOTS
View all categories
Our clients and partners
We are proud to work with them
More about the system

The content personalization system lets you create a variety of content collections in real time along the user journey, building a personalized path for each user.

Key metrics:

- Shorter time between orders / transactions

- Shorter time until the order is placed

- Larger order size

Related metrics:

- Higher order / transaction frequency

- Larger total order / transaction size

- Creating a positive brand experience

• FINANCIAL SECTOR • COMPREHENSIVE SOLUTION
• FINANCIAL SECTOR • COMPREHENSIVE SOLUTION
• CUSTOMERS • SALES • DATAWAVE ANALYTICS
• CUSTOMERS • SALES • DATAWAVE ANALYTICS
• FINANCIAL SECTOR • COMPREHENSIVE SOLUTION
• FINANCIAL SECTOR • COMPREHENSIVE SOLUTION
Content recommendation system
Helps you create the most relevant message
Generated date –
Selection method based on historical cohort tests
Generated discount amount
from a balance model of cohort behavior (finding the optimum)
Generated promo code
from the loyalty system and customer activity tracking
Generated limit amount
based on the cohort's weighted average and the user's deviation coefficient + 5% to encourage spending
Auto-selected headline –
Selection method based on historical cohort tests
Generated image
The image is generated from an image library, with selection based on historical data
Analyze customer behavior
Find out what, when and how customers want to buy
End-to-end analytics across all channels
All data in one place
  • CRM systems
  • POS equipment
  • Website
  • Mobile app
  • Loyalty systems
  • Partners
  • Ad platforms
  • DMP providers
  • Databases and more
Predictive analytics
  • Purchase probability
  • Popular products and rate plans
  • Best offer
  • Churn probability
  • Best communication channel
  • Best time to communicate
More about our analytics module
Helper text
LEARN MORE
Get recommendations
Benefit from the knowledge we have gained as market leaders in CDP and omnichannel marketing automation.

    DATAWAVE DEMO
    Book a Datawave demo
    Fill in the form to get trial access

      Your company's industry

      By clicking “Get a demo”, you consent to the processing of your personal data and accept the privacy policy