Inform Relationship Managers – CRM solutions often contain only data about the products customers have with the FI and how they utilize those products. Customer Insights can provide info about your customers’ held-away assets and merchant preferences, revealing their life events and financial needs.

Feeds Data Modeling – Predicting and preventing customers from moving into a collections status can save significant time and money for all parties. However, this requires a breadth and depth of data. Pinpoint’s robust and structured insights taxonomy provides an extensive data set your modelers can use to test the predictability of various customer insights to build data modelers.

Enhance Marketing Automation Targeting and Personalization – Customers now expect personalized experiences from every interaction. A depth of customer insights is required to make informed recommendations at the right time. Pinpoint Key Lifestyle Indicators (KLIs) provide insights about your customers that span all aspects of their financial behaviors. Use KLIs to trigger and personalize every interaction with your customers.