“Our Relay42 use cases give us great insights into our customer journey. Did someone become a customer? Are they investing regularly? When it all comes together, you really see how much the use cases are contributing to your KPIs, and ultimately, to your business goals.”
Maurice Pordon
Executive Director of Marketing at Evi
Build a 360° View of Your Customers
Connect customer data from online and offline channels to build a complete picture of your customers.
Relay42 integrates CRM data and legacy systems to build unified customer profiles including demographic information, brand history, and customer feedback, alongside real-time behavioral data like website visits, app engagements and financial content being consumed.
Craft Omnichannel Strategies for Customer Growth
Relay42 helps financial services brands to redefine how they connect with their customers.
It empowers marketers to create data-driven strategies that enable personalized engagements and accurate recommendations across web, email, SMS, mobile apps, paid media and social — building trust and loyalty through every interaction.
Create Campaigns Tailored to your Customers' situation
Use Relay42’s CDP to tailor communications that align with each customer's goals, needs, and behaviors, from first inquiry to portfolio updates.
With AI-driven segmentation and real-time tracking, deliver hyper-relevant insights and offers that make every touchpoint meaningful.
With AI-driven segmentation and real-time tracking, deliver hyper-relevant insights and offers that make every touchpoint meaningful.
Use Predictive AI To Help Customers Grow
Identify which customers are most likely to convert from your financial services campaigns with Relay42’s Predictive AI. Use these insights to determine the best products and channels to activate for each individual customer or household.
Make use of real-time behavioral data to capture conversions in the moments that matter, and craft timely offers knowing that Relay42 is keeping customer data secure and compliant.
Make use of real-time behavioral data to capture conversions in the moments that matter, and craft timely offers knowing that Relay42 is keeping customer data secure and compliant.
How to Create Cross-Industry Omnichannel Journeys for Financial Services
How to Create Cross-Industry Omnichannel Journeys for Financial Services
Adapting for agile technology can be a challenge, especially with existing systems in place, and especially in Financial Services.
The Key to Customer-Centricity for Financial Services
The Key to Customer-Centricity for Financial Services
Learn how to close the gap between the value provided by financial services and the reality of what customers actually want to provide resonating customer experiences .
How Financial Services Can Prepare for New Technologies
How Financial Services Can Prepare for New Technologies
Learn how to make adapting to agile technology in your marketing a breeze, with existing systems in place for your financial services brand.
