Support financial services marketing and sales

Increase cross-sell and upsell opportunities in financial services

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Expand your reach with financial services marketing

Improve your marketing and sales efforts to increase wallet share with your customers with trusted, timely, and customer-centric data.

KEY BENEFITS

Expanding wallet share

Developing high-performing marketing campaigns to expand wallet share with confidence requires the right data.

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Improve response rates and lower your marketing costs

Leverage verified address, phone, and email info when developing and executing cross-sell marketing campaigns.

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Obtain a single view of your customer

Create a single view of your customers and understand what their relationship is with the business and to each other.

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Deal with and eliminate duplicate records

Avoid costly marketing mistakes or upsetting customers due to mixups caused by duplicate records across disparate systems.

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Improve business trust in your data

Build and execute data quality rules to fix errors, monitor exceptions, and deliver data quality reports and scorecards.

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Boost cross-sell and upsell opportunities 

See how trusted data and customer insights enable you to more effectively market new products and services. 

CUSTOMER SUCCESS

Driving targeted selling with improved customer insights 

RECOMMENDED RESOURCES

Get a single, trusted view of your customer

eBook

Build a Better Customer 360

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Demo video

What is Data as a Service? (DaaS)

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eBook

Customer 360 For Dummies

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White Paper

Informatica Cloud Application Integration

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Solution Brief

Informatica Customer 360 Insights

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Ebook

Ten Data Quality Dividends

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RELATED SOLUTIONS

Improve your customer targeting

Leverage customer data insights to drive opportunities for cross-selling and upselling new products and services

Data Quality

Ensure consistently high data quality across cloud and on-premises data sources
Learn more

Customer 360

Discover how to strategically manage, visually explore and securely share customer data to deliver great customer experience.
Learn more

Customer Data Platform

Understand prospects and customers with a contextual view of all data.
Learn more

Ready to excite customers with new offers?

LET’S GO 

Trust in data