Financial Services

Financial Services

Get the Complete Financial Picture

See Your Customers. Not Just an Account Number.

As finance has gone mobile, the competition for member loyalty has grown. Now, banks, credit unions, fintech companies, and even consumer brands have their own accounts, credit cards and loyalty programs. This puts a lot of pressure on financial services marketers who are tasked with reaching their audience via digital channels, all while navigating complex data compliance regulations.

To capture and keep the attention of savers, spenders and investors, marketing campaigns must reflect consumers’ lifestyle, life stage, behaviors and motivations. AnalyticsIQ’s gives powerful individual and household insights that power modeling and analytics. And with Reg B friendly data segments, marketers can rest assured their campaigns meet guidelines for fair and unbiased advertising.

Show Me the Data



Six Trends in Consumer Finance Shaping Marketing

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Case Study

AnalyticsIQ Data helps Financial Services Company Build Better Models

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Product Sheet

FinanceIQ: Finances shape consumer lifestyles. Our data paints the picture.

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Layer 1171

Create Rich Personas

Your clients are more than just numbers on a spreadsheet or money in a bank account. Their financial life is complex. That means if you want to capitalize on predictive modeling and analytics, you need to have crystal clear insight on your members’ financial habits. AnalyticsIQ enables you to evaluate the net worth, debt to income ratio, liquidity, and credit card usage of your most valuable customers at a privacy-compliant level, so you can build highly detailed profiles that represent each one.

Personalize Your Marketing

Managing finances is an extremely personal thing, and not everyone has the same needs. Some are saving to send their children to college, while others are in the market for a mortgage or a small business loan. You may even have savvy investors on your books, looking to balance their portfolios. AnalyticsIQ’s marketing data helps you pinpoint your members’ interests and lifestage, so you can send marketing messages that speak to their unique financial needs and goals.

Leverage Compliant Data

Regulation B and FCRA requirements are designed to protect consumers. But they can be incredibly difficult (and stressful) for marketers to navigate. Leveraging over 1000 data points, our team builds powerful predictive models to uncover deep insights on your members’ motivations and behaviors. Then, we deliver those insights to you in Reg B compliant formats, enabling you to create highly targeted marketing campaigns, without compromising consumer information or privacy.

Think you know Consumer

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See the Full Financial Picture for Your Audience.

Move forward with confidence and compliance

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