Industry - Financial Services

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id="page_head_eab53fa86366fff4ab8d2d1f7c4bca8b" class="page_head page_head-default default eab53fa86366fff4ab8d2d1f7c4bca8b dark margin-top-default margin-bottom-default" style="background-color:#0a0a0a;"> <div class="underlay gradient"> </div> <div class="lazy head-bg" data-bg="https://wpmedia.tealium.com/wp-content/uploads/2021/10/industry-finserv-hero-2550x900-1.jpeg"></div> <div class="container"> <div class="inner"> <h1 class="wow fadeIn" data-wow-delay=".0s">Financial Services</h1> <h3 class="wow fadeIn" data-wow-delay=".2s">Power a better financial journey with complete and trusted customer data</h3> <div class="cta-wrap wow fadeIn"> <a class="cta-1 primary wow fadeIn" data-wow-delay=".4s" href="/cdh-demo-2/" target=""> Get a Demo </a> </div> </div> </div> </section> <script> (function ($, window, document, undefined) { var container = $( "#page_head_eab53fa86366fff4ab8d2d1f7c4bca8b" ).find( '.head-bg' ); var offsetX = -500; var offsetY = 0; $(function() { if( $( window 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class="heading"> <h2 class="wow fadeIn" data-wow-delay=".0s">Check out our CDP Starter Kit for Financial Services to help you build a comprehensive strategy for selecting and implementing a CDP</h2> </div> </div> <a class="cta primary wow fadeIn" data-wow-delay=".4s" href="/resource/whitepaper/cdp-starter-kit-for-financial-services/" target=""> Get the Kit </a> </div> </div> </div></div> </section> <script> var callout = new Callout(); callout.start('f600b5643de90c35d59418591abf7ec2', true, true, false); </script> </div> <div id="understand-and-engage-your-customers-in-real-time" class="section-wrap block-2 tabview_block"> <section id="tabview_e0e25618c796b5068b75c2a73f4a6cb5" class="tabview e0e25618c796b5068b75c2a73f4a6cb5 default margin-top-default margin-bottom-default"> <div class="container"> <div class="inner"> <div class="bg-underlay"></div> <h2 class="wow fadeIn" data-wow-delay="0s">Understand and Engage Your <br /> Customers in Real Time</h2> <div class="bottom-container"> <div class="tabs wow fadeIn" data-wow-delay=".2s"> <div class="tab" tabindex="0" >The Challenge</div> <div class="tab" tabindex="0" >Why Does It Matter?</div> <div class="tab" tabindex="0" >We Can Help</div> </div> <div class="entries wow fadeIn" data-wow-delay=".4s"> <div class="lazy entry light" data-bg=""> <div class="bg-underlay" style="background-color:#f1f5f8;"></div> <div class="graphic "> <img class="" src="https://wpmedia.tealium.com/wp-content/uploads/2021/07/finserve-tabbed-1-565x391-1.png" alt="" title="finserve-tabbed-1-565x391" /> </div> <div class="context"> <h3>Customers Expect More</h3> <h4>Experience is the new differentiator for financial service organizations and it’s also how your customers expect you to help them achieve their lifetime goals. Power better experiences across the financial journey and drive deeper customer insight with unified and trusted customer data.</h4> </div> </div> <div class="lazy entry light" data-bg=""> <div class="bg-underlay" style="background-color:#f1f5f8;"></div> <div class="graphic "> <img class="" src="https://wpmedia.tealium.com/wp-content/uploads/2021/07/finserve-tabbed-2-565x391-1.png" alt="" title="finserve-tabbed-2-565x391" /> </div> <div class="context"> <h3>Relationships Are Key</h3> <h4>Do more to be there for your customers like never before. By collecting and connecting relevant data to elevate the digital experience, your brand can personalize experiences beyond just products and services to truly form relationships that establish you as the trusted and reliable advisor. </h4> </div> </div> <div class="lazy entry light" data-bg=""> <div class="bg-underlay" style="background-color:#f1f5f8;"></div> <div class="graphic "> <img class="" src="https://wpmedia.tealium.com/wp-content/uploads/2021/06/graph.png" alt="Quality Data" title="Quality Data" /> </div> <div class="context"> <h3>Technology Builds Trust</h3> <h4>With unified and trusted customer data, financial services organizations can transform customer interactions and deliver the right experiences, right when it matters. More than 350 leading financial services and top payment services industry leaders trust Tealium to power their customer data collection, cleansing, activation, and robust insight capturing practices that are scalable and meet security requirements across the globe. </h4> </div> </div> </div> </div> </div> </div> </section> <script> (function ($, window, document, undefined) { var container = $( "#tabview_e0e25618c796b5068b75c2a73f4a6cb5" ); var tab = container.find( '.tab' ); var entry = container.find( '.entry' ); var context = container.find( '.context' ); function tabview_resize_ () { var max = -1; context.height( 'auto' ); if ( $( window ).width() < 640 ) { return; } context.each(function() { var rehide = false; if ( ! $( this ).is(":visible") ) { rehide = true; $( this ).parent().addClass( 'active' ); } max = Math.max( max, $( this ).height() ); if ( rehide ) { $( this ).parent().removeClass( 'active' ); } }); context.height( max ); } $( window ).resize( tabview_resize_ ); tabview_resize_(); tab.on('click keypress', function (event) { if( kbClick(event) === true ){ var i = $( this ).index(); tab.removeClass( 'active' ); entry.removeClass( 'active' ); tab.eq( i ).addClass( 'active' ); entry.eq( i ).addClass( 'active' ); } } ); tab.eq( 0 ).click(); function kbClick(event){ if(event.type === 'click'){ return true; } else if(event.type === 'keypress'){ var code = event.charCode || event.keyCode; if((code === 32)|| (code === 13)){ return true; } } else{ return false; } event.preventDefault(); } })(jQuery, window, document); </script> </div> <div id="how-tealium-powers-the-entire-customer-data-supply-chain" class="section-wrap block-3 static_image_block"> <section id="static_image_19a526c25ee7e6bcfba51989cc5a1b46" class="static_image 19a526c25ee7e6bcfba51989cc5a1b46 margin-top-default margin-bottom-default"> <div class="container"> <div class="inner"> <h2 class="wow fadeIn" data-wow-delay=".0s">How Tealium Powers the Entire Customer Data Supply Chain</h2> <div class="graphic"> <img class="lazy wow fadeIn" data-wow-delay=".2s" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/07/tealium_platform_still_english_1x.jpg" alt="Diagram showing the CDP’s role in public sector services for collecting and acting on customer data" title="tealium_platform_still_english_1x"/> </div> </div> </div> </section> </div> <div id="tealium-for-financial-services" class="section-wrap block-4 tabview_block"> <section id="tabview_efa7fb02895a5e814e3dd21814363bb5" class="tabview efa7fb02895a5e814e3dd21814363bb5 left-aligned margin-top-default margin-bottom-default"> <div class="container"> <div class="inner"> <div class="bg-underlay"></div> <h2 class="wow fadeIn" data-wow-delay="0s">Tealium for Financial Services</h2> <h3 class="wow fadeIn" data-wow-delay="0s">Leverage real-time, unified customer data to foster loyal relationships with customers throughout their entire financial journey, build trust, and drive better experiences.</h3> <div class="bottom-container"> <div class="tabs wow fadeIn" data-wow-delay=".2s"> <div class="tab" tabindex="0" >Grow Share of Wallet</div> <div class="tab" tabindex="0" >Improved Personalization and CX</div> <div class="tab" tabindex="0" >Cross-Channel Activation</div> <div class="tab" tabindex="0" >Audience Segmentation</div> <div class="tab" tabindex="0" >Call Center Deflection & Self-Service</div> </div> <div class="entries wow fadeIn" data-wow-delay=".4s"> <div class="lazy entry light" data-bg="/wp-content/themes/Jupiter-child/jasper/assets/img/tabview-leftaligned-bg.jpg"> <div class="context"> <h3>Grow Share of Wallet</h3> <h4>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.</h4> </div> </div> <div class="lazy entry light" data-bg="/wp-content/themes/Jupiter-child/jasper/assets/img/tabview-leftaligned-bg.jpg"> <div class="context"> <h3>Deliver “branch in pocket” experiences</h3> <h4>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.<br /> <br /> You can trigger personalized experiences, based on real-time customer data signals, and engage with your customers like never before across any channel.</h4> </div> </div> <div class="lazy entry light" data-bg="/wp-content/themes/Jupiter-child/jasper/assets/img/tabview-leftaligned-bg.jpg"> <div class="context"> <h3>Connect Marketing, Sales, & Services Teams with a Single Set of Data</h3> <h4>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. <br /> <br /> 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.</h4> </div> </div> <div class="lazy entry light" data-bg="/wp-content/themes/Jupiter-child/jasper/assets/img/tabview-leftaligned-bg.jpg"> <div class="context"> <h3>Build Trust and Engage VIP Customers</h3> <h4>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).</h4> </div> </div> <div class="lazy entry light" data-bg="/wp-content/themes/Jupiter-child/jasper/assets/img/tabview-leftaligned-bg.jpg"> <div class="context"> <h3>Get a Full View of Customers by Combining Offline and Online Data</h3> <h4>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.</h4> </div> </div> </div> </div> </div> </div> </section> <script> (function ($, window, document, undefined) { var container = $( "#tabview_efa7fb02895a5e814e3dd21814363bb5" ); var tab = container.find( '.tab' ); var entry = container.find( '.entry' ); var context = container.find( '.context' ); function tabview_resize_ () { var max = -1; context.height( 'auto' ); if ( $( window ).width() < 640 ) { return; } context.each(function() { var rehide = false; if ( ! $( this ).is(":visible") ) { rehide = true; $( this ).parent().addClass( 'active' ); } max = Math.max( max, $( this ).height() ); if ( rehide ) { $( this ).parent().removeClass( 'active' ); } }); context.height( max ); } $( window ).resize( tabview_resize_ ); tabview_resize_(); tab.on('click keypress', function (event) { if( kbClick(event) === true ) { var i = $( this ).index(); tab.removeClass( 'active' ); entry.removeClass( 'active' ); tab.eq( i ).addClass( 'active' ); entry.eq( i ).addClass( 'active' ); } } ); tab.eq( 0 ).click(); function kbClick(event){ if(event.type === 'click'){ return true; } else if(event.type === 'keypress'){ var code = event.charCode || event.keyCode; if((code === 32)|| (code === 13)){ return true; } } else{ return false; } event.preventDefault(); } })(jQuery, window, document); </script> </div> <div id="what-makes-tealium-unique-for-financial-services" class="section-wrap block-5 linkbar_block"> <section id="linkbar_5f0cd731ba2cc482896b6f0334b3981d" class="linkbar 5f0cd731ba2cc482896b6f0334b3981d default dark margin-top-default margin-bottom-default"> <div class="lazy bg" data-bg="/wp-content/themes/Jupiter-child/jasper/assets/img/linkbar-block-bg-n.jpg" style="background-color:#8012e0;"></div> <div class="container"> <div class="inner"> <div class="context"> <h2 class="wow fadeIn" data-wow-delay="0">What Makes Tealium Unique for Financial Services?</h2> </div> <div class="entries " > <div class="entry col-3 wow fadeIn" data-wow-delay=".0s"> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/07/stack-checkmark1x.png" alt="Collect Data for Better Insights" title="Collect Data for Better Insights" /> <h3>Real-time Architecture</h3> <div class="blurb">Our platform is built for real-time data collection, standardization, transformation, enrichment, and activation of customer data. As customer needs and preferences change, you can keep pace and deliver the right experiences. </div> </div> <div class="entry col-3 wow fadeIn" data-wow-delay=".10s"> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/07/globe1x.png" alt="Globe Icon" title="globe1x" /> <h3>Market Leaders</h3> <div class="blurb">We are creators and leaders in the Customer Data Platform and Tag Management categories and were named a 2020 Top 50 enterprise product and Top 50 marketing product by G2 Crowd. We've worked out the kinks the other guys are still figuring out. </div> </div> <div class="entry col-3 wow fadeIn" data-wow-delay=".20s"> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/07/shield1x.png" alt="Manage Privacy-conscious First-party Customer Data" title="Manage Privacy-conscious First-party Customer Data" /> <h3>Trust Comes Standard</h3> <div class="blurb">You can be confident that your data is protected by the most stringent requirements. Tealium has achieved a pedigree of third-party security and privacy certifications including HIPAA, ISO 27001 and 27018, SSAE18 SOC 2 Type I & I.</div> </div> </div> </div> </div> </section> <script> const entries = document.querySelectorAll( '#linkbar_5f0cd731ba2cc482896b6f0334b3981d .entry' ); if( entries.length > 4 ) { entries.forEach( (item) => { item.justifyContent = 'unset'; } ); } </script> </div> <div id="primecredit-increased-mobile-app-adoption-by-50-after-streamlining-their-data-processes" class="section-wrap block-6 case_studies_block"> <section id="case_studies_51ca21a58a58a0efb48835113febb7bf" class="case_studies case_studies- 51ca21a58a58a0efb48835113febb7bf margin-top-default margin-bottom-default" style="background-color:;"> <div class="container"> <div class="inner"> <h2 class="wow fadeIn" data-wow-delay="0s">PrimeCredit Increased Mobile App Adoption by 50% After Streamlining Their Data Processes</h2> <h3 class="wow fadeIn" data-wow-delay=".2s">Tealium customer PrimeCredit leveraged the power of their data to better understand their customers to recommend the right financial product at the right time.</h3> <div class="outer-entries-wrapper"> <div class="swiper entries wow fadeIn" data-wow-delay=".3s"> <div class="slider swiper-wrapper"> </div> </div> </div> <div class="outer-iconbar-wrapper"> <div class="iconbar-swiper swiper wow fadeIn" thumbsSlider="" data-wow-delay=".4s"> <div class="iconbar swiper-wrapper"> <div class="icon-dummy "> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/07/hsbc-logo-250x70-1.png" alt="HSBC Logo" title="hsbc-logo-250x70" /> </div> <div class="icon-dummy "> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/07/visa-logo-250x70-1.png" alt="VISA Logo" title="visa-logo-250x70" /> </div> <div class="icon-dummy darken"> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/07/liberty-mutual-logo-250x68-2.png" alt="Liberty Mutual 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</a> <div class="logos entries wow fadeIn" data-wow-delay=".5s"> <div class="entry"> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2022/11/meta-logo-550.png" alt="Meta Logo" title="Meta Logo" /> </div> <div class="entry"> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/06/google.svg" alt="Google Logo" title="google" /> </div> <div class="entry"> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/07/tradedesk-logo-189x30-1.png" alt="The TradeDesk Logo" title="The TradeDesk Logo" /> </div> <div class="entry"> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/06/adobe.svg" alt="Adobe" title="Adobe" /> </div> <div class="entry"> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/06/salesforce.svg" alt="" title="salesforce" /> </div> <div class="entry"> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/06/contentsquare.svg" alt="Contentsquare" title="Contentsquare" /> </div> <div class="entry"> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/06/braze.svg" alt="Braze" title="Braze" /> </div> <div class="entry"> <img class="lazy" data-src="https://wpmedia.tealium.com/wp-content/uploads/2021/12/quantum-metric-logo.png" alt="Quantum Metric Logo" title="quantum-metric-logo" /> </div> </div> </div> </div> </section> </div> <div id="key-resources" class="section-wrap block-8 feature_gallery_block"> <section id="feature_gallery_f0575c1c78ccab11658dc246c64e84cf" class="feature_gallery f0575c1c78ccab11658dc246c64e84cf links-list margin-top-default margin-bottom-default" style="background-color:;"> <div class="container"> <div class="inner"> <div class="context"> <h2 class="wow fadeIn" data-wow-delay="0">Key Resources</h2> <div class="item-links wow fadeIn" data-wow-delay="0.4s"> <div class="item-link active"><span>Webinars & Videos</span></div> <div class="item-link "><span>Whitepapers & eBooks</span></div> <div class="item-link "><span>Case Studies & Blogs</span></div> </div> </div> <div class="gallery wow fadeIn" data-wow-delay="0.2s"> <div class="entries"> <div class="entry active link-entry"> <div class="link-block"> <div>Video</div> <a class="entry-link" href="/video/in-data-we-trust-how-a-cdp-can-help-financial-service-orgs-in-a-time-of-uncertainty/" target=""> In Data We Trust: How a CDP Can Help Financial Service Orgs in a Time of Uncertainty </a> </div> <div class="link-block"> <div>Video</div> <a class="entry-link" href="/video/cdps-choosing-the-right-type-for-your-customer-data-strategy/" target=""> CDPs: Choosing the Right Type for Your Customer Data Strategy </a> </div> <div class="link-block"> <div>Webinar</div> <a class="entry-link" href="/video/from-basics-to-best-practices-building-your-client-side-data-infrastructure/" target=""> From Basics to Best Practices: Building Your Client-Side Data Infrastructure </a> </div> <div class="link-block"> <div>Webinar</div> <a class="entry-link" href="/video/preventing-your-customers-from-accidently-exposing-sensitive-data/" target=""> Preventing Your Customers From Accidently Exposing Sensitive Data </a> </div> </div> <div class="entry link-entry"> <div class="link-block"> <div>Whitepaper</div> <a class="entry-link" href="/resource/whitepaper/cdp-starter-kit-for-financial-services/" target=""> CDP Starter Kit for Financial Services </a> </div> <div class="link-block"> <div>Whitepaper</div> <a class="entry-link" href="/resource/whitepaper/the-present-and-future-of-financial-services-marketing/" target=""> The Present and Future of Financial Services Marketing </a> </div> <div class="link-block"> <div>Whitepaper</div> <a class="entry-link" href="/resource/whitepaper/moving-banks-from-silent-listeners-to-engaged-partners/" target=""> Moving Banks from Silent Listeners to Engaged Partners </a> </div> <div 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