Financial firms are paying $200K–$1M/year for enterprise MarTech they don't fully own. Customer360 gives you first-party data ownership, privacy compliance, and a Google Analytics alternative — at a fraction of enterprise licence costs.
Revenue lift since 1PD activation ↑
Regulations are tightening. Third-party cookies are dying. GA4 faces GDPR scrutiny globally. The window to build your own data moat is closing fast.
With Chrome's deprecation and iOS tracking restrictions, every audience segment built on third-party data is at existential risk. Firms without 1PD strategies are flying blind.
Multiple European regulators have declared GA4 US data transfers illegal under GDPR. Financial firms in EMEA, APAC, and the Americas face real regulatory exposure.
GDPR, CCPA, PDPA, DPDP — financial services firms face the most stringent data obligations in any industry. Owning your data stack is compliance, not just competitive strategy.
Salesforce Marketing Cloud, Adobe Real-Time CDP, and Braze combined exceed $500K/year in licences alone — before implementation. Customer360 delivers equivalent outcomes at 1/5th the cost.
Financial services live and die by trust. Customer360 is architected so client data never leaves your controlled environment — while still powering the analytics you need to grow.
Replace client-side GA scripts with server-side event collection. Your customer journey data stays within your infrastructure — not piped into Google's advertising ecosystem.
GA4 AlternativeAll interactions — web, email, SMS, mobile app — unified into a single 1PD profile stored in your environment. Full GDPR/CCPA/PDPA data subject request support included.
1PD OwnershipGranular, purpose-specific consent captured at every touchpoint. Consent signals flow into suppression lists and audience segments in real time — automatically.
Compliance Built-InFull funnel analytics, attribution, and behavioural insights without sending a single byte to third-party ad networks. Hosted on your own data plane.
No Google DependencySOC 2 Type II, PCI DSS, ISO 27001. Data residency options for EU, UK, US, and APAC. Designed for MiFID II, FCA, SEBI, MAS, and FINRA environments.
Multi-JurisdictionCustomer360 operates strict data isolation. Your competitive advantage — client relationships and behavioural signals — stays yours. No data monetisation, ever.
No Data MonetisationFrom wealth management to fintech, here's how leading financial services firms activate first-party data for real revenue outcomes.
Activate behavioural signals — which clients viewed which product pages, how long they spent on portfolio dashboards — to trigger timely, personalised advisor outreach and investment campaigns.
When market volatility crosses a threshold, auto-trigger a personalised email + RM alert for at-risk portfolios with specific rebalancing suggestions.
Identify savings holders with rising balances, auto-enrol in a structured product education journey, and route to advisory team when engagement score peaks.
Automatically schedule, remind, and prepare personalised performance summaries ahead of review meetings — zero manual effort from advisors.
Use renewal lifecycle data and cross-product ownership signals to run proactive retention and cross-sell campaigns — before competitors reach your policyholders first.
Trigger multi-channel renewal reminders at 60, 30, and 7 days — personalised by policy type, relationship value, and propensity to lapse.
When a client clicks your mortgage protection page, trigger an automated cross-sell journey for home insurance, critical illness, and income protection.
Identify single-policy holders and engage them with personalised multi-policy discount offers, tracked by 1PD behavioural scoring.
Pre-qualify the right customers before they even apply. 1PD behavioural scoring lets you move from broadcast campaigns to highly targeted, pre-approved lending offers.
Identify high-credit customers from your own data, then serve personalised pre-approved loan or credit card offers via email, SMS, and app.
Auto-trigger a top-up loan offer or credit limit review when repayment history and income signals indicate increased capacity.
Detect missed-payment risk before it happens. Trigger proactive outreach, restructuring offers, or financial wellness content at the right moment.
Fintechs generate the richest behavioural data — but most pipe it into GA4 and Meta Pixel, gifting it to competitors. Customer360 helps you keep it, activate it, and monetise it.
Identify users who activated their account but haven't used a key feature. Trigger an in-app + email education journey that lifts activation and reduces churn.
Score users by usage depth, transaction volume, and engagement. Automatically offer premium tiers to users whose behaviour signals they'll convert.
Use transaction category data (owned by you) to suggest relevant financial products with ML-driven personalisation.
Retail banks sit on vast stores of first-party transactional data — but rarely use it for marketing. Customer360 activates your transaction signals for personalised engagement across every channel.
Identify customers making consistent surplus transfers. Trigger personalised savings product campaigns with goal-setting tools and automated milestone nudges.
Salary increases, large incoming transfers, or new payee patterns signal life events. Trigger relevant product journeys for mortgages, investments, or insurance.
Identify dormant app users and trigger personalised re-engagement via push notification, SMS, and email — with offers tailored to their last known product interest.
Answer 7 quick questions about your current data stack. We'll score your first-party data maturity and send a personalised action report — free, within 24 hours.
Our senior strategy team will reach out within 24 business hours with your personalised growth audit report and proposed audit scope. Check your inbox — including spam, just in case.
Customer360 replaces the patchwork of enterprise point solutions with a unified, owned, and privacy-compliant platform — built for global financial services at a startup price point.
ML models trained on your own 1PD continuously score client propensity for every product — from policy upgrades to investment products — in real time.
Stitch identity across CRM, core banking, mobile app, web, email, and offline touchpoints into a single, privacy-safe customer profile. 120+ native integrations.
Drag-and-drop journey builder that responds to live customer signals in under 500ms. No developer needed. Deploy your first campaign in hours, not months.
Full-funnel behavioural analytics, attribution modelling, and conversion tracking — hosted on your infrastructure. GDPR-compliant by design. No data sent to Google.
Email, SMS, WhatsApp, push notifications, in-app messaging, and RM alerts — all orchestrated from a single canvas with unified suppression and consent logic.
Every data access, consent event, and campaign send is logged with full audit trail. Regulatory reporting for GDPR, CCPA, MiFID II, and equivalent frameworks built in.
No hidden licence fees. No per-seat surprises. No "call for enterprise pricing" opacity. Priced for financial services firms of every size globally.
All plans include: 1st-party data ownership · No data monetisation · Consent management · GDPR/CCPA compliance · Free data migration assessment
Tell us where you are and what you're trying to build. We'll come back within 24 hours with a tailored team proposal — no generic pitch decks, no commitments required.
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Our team will reach out within 24 business hours to schedule your discovery call. Check your inbox — including your spam folder just in case.
Financial services firms that build a first-party data moat today will have an insurmountable advantage in three years. The question isn't whether to act — it's whether to act first.