Financial Services

Most Trusted CDP

The most dependable data-first CDP for the Financial Services Industry

Tealium for Financial Services

Leverage real-time, unified customer data to foster loyal relationships with customers throughout their entire financial journey, build trust, and drive better experiences.

"Getting to our users at the right time has been a really big focus for us. Being there for them when they need capital so we can align with them and explore our marketplace to find the best option for them. One way we've done asking our customers if they are looking for financing now which helps us segment groups."

- Jetta Hansen, Senior Data Analyst, Nav

Grow Share of Wallet
Improved Personalization and CX
Cross-Channel Activation
Audience Segmentation
Call Center Deflection & Self-Service

Grow Share of Wallet

Tealium helps financial services organizations better understand their customers digital interactions. Build audiences around the stage in your customers financial journey so that ”next best” products and services can be planned and marketed at the right time in the customer journey, ultimately resulting in growth in share of wallet.

Deliver “branch in pocket” experiences

Tealium integrates with your email, marketing automation, online advertising, social, and customer relationship management (CRM) platforms, enabling real-time action within the marketing technologies you already use.

You can trigger personalized experiences, based on real-time customer data signals, and engage with your customers like never before across any channel.

Connect Marketing, Sales, & Services Teams with a Single Set of Data

Each customer has multiple engagement points along their journey both pre-purchase (third-party data, social, owned properties, call centers) and post-purchase (call centers, chat, in-branch agents) and keeping a single set of data throughout the journey is key to driving personalized customer experiences.

Tealium helps your businesses unify all of your customer data and create a single view of the customer that’s actionable across the tools that power customer support, sales, marketing, and analytics. This drives better customer loyalty outcomes and generates a single course of actionable customer data across the entire organization.

Build Trust and Engage VIP Customers

With real-time customer data, financial services brands can ensure they understand and segment their most valuable customers, send them exclusive offers, and build greater overall lifetime value (LTV).

Get a Full View of Customers by Combining Offline and Online Data

Eliminate data blind spots. Onboard offline data, such as call center and data from your branches, then combine it with your online data to improve self-service as well as provide a consistent, connected experience regardless of where your visitors are engaging with you.

PrimeCredit Increased Mobile App Adoption by 50% After Streamlining Their Data Processes

Tealium customer PrimeCredit leveraged the power of their data to better understand their customers to recommend the right financial product at the right time and with the right product.

50%

With better data powering more relevant experiences, PrimeCredit increased mobile application adoption by over 50% and unlocked new and innovative use cases like cross-selling services between credit card customers and loan customers.

Prime Credit

“Tealium helps us stitch together interactions so we have a single view of the customer and their portfolio. When an event such as an application for a cash advance is triggered we can store it in our data warehouse and consolidate it with other activities and events to gain a complete view.”

Eric Fung

Head of Marketing, PrimeCredit

HSBC Logo
VISA Logo
Liberty Mutual Logo
USAA Logo
HSBC Logo
VISA Logo
Liberty Mutual Logo
USAA Logo

Company Awards

Over the years, Tealium has been the proud recipient of numerous industry awards for our innovations in the Customer Data Platform category and continued commitment to our customers.

Tealium Illumi Award 2022
Gold Stevie Winner
Tealium Proddy Award 2022
Best and Brightest Award

Businesses Need a Customer Data Platform

As the market shifts away from reliance on third-party cookies and fragmented views of the customer, you can leverage Tealium's Customer Data Platform to provide relevant experiences to your customers in a privacy-conscious manner and without changing your existing tool stack. It's all in the numbers.

BETTER
EXPERIENCE

57%

57% of consumers left for a competitor providing a better experience

UNDERSTANDING CUSTOMERS

76%

76% of consumers expect companies to understand them

CUSTOMER EXPERIENCES

9/10

9/10 businesses compete on customer experiences.

CONNECTED PROCESSES

70%

70% of consumers say connected processes are very important.

We’re Here to Help

Let us show you how Tealium can help your financial services organization connect data and deliver value-based experiences.