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Product Analytics for Financial Services

Enrich the customer experience at every touchpoint and build relationships that last

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Convert

Identify channels that drive the highest value customers

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Engage

Uncover the customer journey and personalize the experience

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Retain

Eliminate points of friction and find drivers of retention

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Haven Life

How Aligning Data with Human Interest Improved the Customer Journey

Haven Life is setting a precedent in the financial service sector by listening to and serving customers in a way that sets the tone for a decades-long relationship. The company is on a mission to create a better experience for those looking to financially protect their loved ones with term life insurance relying on modern technology to streamline the end-to-end buying experience. Behind the scenes, Indicative helps Haven Life translate data into functional stories that address customer needs.

  • Understand whos most likely to convert and why
  • Unite technical and non- technical teams around quantitative stories and strategies
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  • Establish data-driven blueprint for long-term customer relationships
  • Bring innovative processes to an industry that has been doing things the same way for 100+ years
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“Our customers recently went through what we call a me-to-we moment a major life transition such as getting married, buying a home, or having a baby, says Matt Myers, Head of Customer Acquisition. Our main use case for Indicative is to give us a full-funnel look at both macro (overall) trends and micro (individual campaign) results.”

Matt Myers

Head of Customer Acquisition

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Enrich the value of every touchpoint by personalizing the customer experience.

Indicative takes care of the insights so you can take care of your customers.

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Uncover new ways to leverage your customer data.
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Uncover new ways to leverage your customer data.
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