Personalized experiences are the new standard. Get personal by knowing your customers on a deeper level. Relate to them, and respond to their needs as if they're a segment-of-one. The banks that do will own the customer relationship.
Can you anticipate your
Know your customers
Leverage the deepest source of customer data —receipts— to microsegment your customers.
Proactively respond to needs with the right products, using the right messages, at the right times.
Uncover unmet needs, and what's cutting into your share of wallet. Better assess customers' potential value.
Grow your relationships
Understand values & lifestyles. Use these insights to personalize your customer interactions.
Every receipt tells a story. We translate raw receipt data into consumable information. Power your one-to-one activities with insights in just 6 receipts.
Find entrepreneurs in your personal banking accounts. Migrate them to business banking.
Take the pulse of your customers' financial needs
Compare on and off-card behavior. Learn how to shift spend away from cash & competitors' cards.
Anticipate needs. Proactively position your bank to be there before they start to shop around.
Life Stage Events
Respond to needs using insights from +Pulse
"a game-changing new application"
- Brian Porter, CEO Scotiabank
Trusted by 8 of the top 20 Financial
Institutions in North America
81% of customers feel their banks lack a proper understanding of their needs & goals. To better understand customers, 89% of major banks are looking to harness purchase data. Is your bank one of them?
Your customers expect personalized experiences
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