Finance

In the finance industry, strict regulations and the need for secure data handling present challenges for customer engagement and personalized marketing. Our solutions, which include customer reference IDs, targeted campaigns, and advanced campaign management tools, help address these challenges by ensuring secure data usage, increasing engagement, and enabling personalized experiences.

Challenges

Restrictions on Data Usage

Confidential customer data requires independent handling of campaigns and reporting

Lack of Customer Engagement

Legal and technological restrictions hinder the creation of various mission campaigns

Difficulty in Personalizing Campaigns

Numerous customer groups make developing and launching personalized campaigns challenging

Our Solutions

Customer Referent ID

Use customer referents to securely send privileges and analyze reports without accessing personal information like names, genders, ages, or balances

Mission Campaigns

Implement complex and varied mission campaigns that track customer activities like referrals, information updates, logins, and surveys while complying with legal restrictions and boosting engagement

Campaign Management

Easily create personalized campaigns by segmenting customers and automating quotas and durations, reducing manual effort

Benefits
Increase customer engagement

Increase customer engagement

Enhance data security

Enhance data security

Boost financial product adoption

Boost financial product adoption

Improve customer insights

Improve customer insights

CASE STUDY

Finance

Bangkok Bank

"Driving Customer Engagement for Bangkok Bank with Custom Loyalty Programs."