The CX Platform for Banks and Insurance Companies

With the Customer Experience Platform, you can convey trust across all channels and address your customers with the right offers at the right time – personalised, automated and 100% compliant.

white man with brown hair and white T-shirt holding a black credit card

Customer Data Platform for GDPR-compliant Marketing

Fragmentation, data silos, and specific rules and compliance requirements make it difficult for financial service providers and insurance companies to understand the complex customer lifecycle and take it into account in their marketing. We help you eliminate data chaos: in our Customer Data Platform (CDP), we combine all relevant data in a central location in a way that is compliant with rules, GDPR and ePrivacy. This gives you a holistic customer profile – the basis for addressing your customers in real time, in a personalised way that is tailored to the occasion or event.

Woman with curly dark hair holding a gold credit card and smartphone.

Marketing Automation: as trustworthy as a Personal Conversation

Customer advisors usually juggle several balls in the air: with our marketing automation tool, the CXP marketing automation module, you can communicate in a personalised and targeted way while saving important resources. With our ready-made campaign templates specially designed for the banking and insurance industry, you can reach all customers along their individual customer journey. Mass mailings are out: with personalised marketing via the right communication channels, your company remains relevant and builds trust. This way, you increase the number of contracts signed and retain customers in the long term.

Man with glasses holds a small house in his left hand and points with his right hand to a blue icon with a handshake.

Customer Insights: Get to know your Customers

Create personalised content based on valid data – this will please your customers and boost your marketing ROI. Keep an eye on your marketing measures with dashboards and reports. Visualise your data, share it with your colleagues, make informed decisions and achieve immediate measurable success! With the help of artificial intelligence (AI), you can recognise changes in customer behaviour at an early stage: Identify upselling and cross-selling potential and find out who your most valuable customers are with customer lifetime value (CLV). Our churn models help you identify and win back customers at risk of churn.

Woman with long brown hair throws money into a pink piggy bank.

Start catching up now!

A high level of transparency through comparison portals, ever-new communication channels, customers willing to switch, decreasing branch visits and ever-increasing competitive pressure from digital, more flexible providers and services: With our Customer Experience Platform (CXP), your institution will remain competitive because intelligent marketing is not a mammoth project!

Talk to us, we will support you: from the initial consultation, through implementation, to the first campaign rollout and beyond if needed. With us, you will be ready for your first campaign in just a few weeks!

Man with dark hair and glasses wears a suit and holds a laptop in his hand.

Industry leaders in banking & insurance trust our CX platform

Customer logo - Consorsbank
Customer logo - Swiss Life
Customer logo - Sparkasse Finanz Informatik
Customer logo - Uniqa
Customer logo - Barmer
Customer logo - Deutsche Bank
Customer logo - PAYONE
Customer logo - TeamBank