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.