AI-Powered Customer 360 Platform for Banking & Financial Services

Drive Personalization at Scale with Our Customer Data Platform (CDP)

Customer360's platform helps banks, credit unions, and financial institutions deliver hyper-personalized customer experiences. Our AI-driven customer data platform (CDP) unifies customer data across channels to enable real-time personalization, next-best-action recommendations, and omnichannel orchestration for financial services.

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75%
Increase in customer engagement for banking clients
60%
Higher conversion rates for financial services
45%
Reduction in marketing costs for banks
100+
Global banks and financial institutions trust our CDP

Banking Customer Data Platform Features

Our financial services CDP provides powerful capabilities designed specifically for banks, credit unions, and financial institutions

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Omnichannel Orchestration

Target banking customers based on their channel preferences with AI-powered sequencing that predicts engagement patterns across mobile, web, email, and in-branch interactions.

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Next-Best-Action Engine

Deliver hyper-personalized banking product recommendations (NBO) to customers through their preferred channels, even before they log in to online banking.

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Customer Intent Analysis

Leverage first-party and third-party data to identify customer intent signals, helping call centers prioritize high-propensity leads for credit cards, loans, and other banking products.

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Lead Nurturing Automation

Automatically identify and nurture banking leads that didn't complete applications through personalized multi-channel nurturing campaigns.

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Digital Engagement Optimization

Increase digital adoption and engagement for your online banking and mobile app through personalized experiences that drive usage.

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Ramanujan AI Engine

Our proprietary AI creates millions of personalized banking experiences at the individual customer level for better engagement and conversion.

Banking CDP Solutions for Financial Institutions

Discover how our Customer Data Platform solves critical challenges for banks and financial services

Personalized Customer Engagement for Banks

Capture and engage banking customers across all touch points with the right message at the right time. Our CDP enables hyper-personalized customer experiences through intelligent cross-channel orchestration tailored to each individual's preferences and behaviors.

Key Benefits: 40% higher engagement rates, 35% increase in cross-sell success, 50% faster response times

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Banking Customer Engagement

Customer Intent Activation for Financial Services

Identify and act on customer buying signals in real-time. Our banking CDP analyzes transaction patterns, browsing behavior, and life events to surface high-intent opportunities for loans, investments, and other financial products.

Key Benefits: 3x higher conversion rates, 60% better lead qualification, 45% reduction in cost per acquisition

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Financial Services Intent

Digital Transformation for Banks

Accelerate your bank's digital transformation with a customer data platform designed specifically for financial services. Increase digital adoption, improve online banking engagement, and drive more conversions through digital channels.

Key Benefits: 50% faster digital adoption, 65% higher mobile app engagement, 40% increase in online conversions

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Banking Digital Transformation

Real-Time Personalization for Financial Services

For wealth management, securities, and other time-sensitive financial services, our CDP ensures customers receive the right information at exactly the right moment through their preferred channels with real-time data processing and decisioning.

Key Benefits: 55% faster response to market changes, 70% improvement in timely communications, 45% higher customer satisfaction

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Real-Time Personalization

Banking CDP Resources & Insights

Learn how leading financial institutions are transforming customer experiences with our CDP

E-BOOK

The Complete Guide to Customer Data Platforms for Banking

Discover 75+ use cases for CDPs in financial services and banking

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CASE STUDY

How a Top 10 Bank Increased Cross-Sell Revenue by 300% with Customer 360

Real-world results from a leading financial institution

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WHITEPAPER

Digital Transformation in Banking: The CDP Advantage

Why customer data platforms are essential for modern banks

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WEBINAR

Personalization at Scale: How Banks Can Compete with Fintech

Strategies for 2025 and beyond

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CHECKLIST

Evaluating CDP Vendors for Financial Services

Key requirements and selection criteria for banks

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INFOGRAPHIC

The ROI of Customer Data Platforms for Banking

Visual guide to CDP benefits and measurable outcomes

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