[ Web Proxy ]
URL:
Viewing: https://www.mparticle.com/solutions/financial-services/ [Back]  [Original]
Financial services data management - mParticle by Rokt
Rokt logo [Rokt logo]mParticle Logo [mParticle Logo]AfterSell Logo [AfterSell Logo]
Financial services

Drive Customer Growth with Secure Personalization

From first login to personalized financial offers, mParticle helps brands personalize customer experiences in real time while keeping their data compliant and secure.

Talk to an expertTalk to an expert
Drive Customer Growth with Secure Personalization [Drive Customer Growth with Secure Personalization]

Drive growth while keeping data secure

30%

increase in data consistency

How SoFi powers personalized email campaigns with high-quality customer datag strategy

By partnering with mParticle, SoFi has been able to improve data quality across their martech stack and deliver more relevant email experiences to their members.

Read customer story

mParticle is essential for Klarna because no matter what touchpoint a customer interacts on, were able to create a unified profile. We also have the ability to integrate different attributes, including our predictive attributes, within the same profile, in real time.

Gaia Del Mauro

Product Manager, CRM Data, Klarna

Designed for multi-channel consumer brands.

A man in business attire walks past a tiled stone wall while using stairs outdoors, carrying a backpack. Overlaid interface elements display location coordinates (40.70390, -73.98670) and a user profile labeled John Smith iOS app. A promotional banner at the bottom reads, When at location: Unlock coupon 10% off, indicating a location-based mobile marketing with a customer data platform. [A man in business attire walks past a tiled stone wall while using stairs outdoors, carrying a backpack. Overlaid interface elements display location coordinates (40.70390, -73.98670) and a user profile labeled John Smith iOS app. A promotional banner at the bottom reads, When at location: Unlock coupon 10% off, indicating a location-based mobile marketing with a customer data platform.]

Deliver high-quality customer data throughout your marketing stack in real time

Get the right data into the right systems in real time, and deliver targeted products and offers across all channels.

  • POS integrations
  • Real-time event streaming
  • Data quality protections
  • Data governance and compliance
  • Observability, notifications, and alerts
Explore more
A man wearing a cream-colored knit cap and patterned shirt looks toward the camera in warm, dramatic lighting. Overlaid on the right are digital marketing actions in a user interface, with "Sync ad audiences" highlighted among other options like "Send SMS personalized offer" and "Update ad suppression list." The image conveys targeted advertising or audience segmentation workflows in a marketing automation setting. [A man wearing a cream-colored knit cap and patterned shirt looks toward the camera in warm, dramatic lighting. Overlaid on the right are digital marketing actions in a user interface, with "Sync ad audiences" highlighted among other options like "Send SMS personalized offer" and "Update ad suppression list." The image conveys targeted advertising or audience segmentation workflows in a marketing automation setting.]

Move from a unified customer view to an intelligent customer view

Remove data silos and scale your segmentation and customer journey analytics by getting a unified, continuous, and intelligent view of your customer, augmented with rich insights and predictive attributes.

  • Flexible identity resolution
  • Probabilistic matching
  • Householding
  • Predictive attributes
  • Calculated attributes
Explore more
A young woman with straight dark hair and a neutral expression stands outdoors on a sunny day, wearing a cream-colored ribbed turtleneck. Behind her is a blurred backdrop of a European-style tower and green trees under a bright blue sky. Overlaid on the image is a user segmentation interface titled Audiences, showing a predictive attribute filter: users with a 0.7 to 0.9 probability of booking a hotel after purchasing a flight. The filter criteria include users in the U.S. who booked flights to Florida in the last 30 days but did not book lodging. The interface suggests a data-driven marketing approach for targeting potential hotel conversions. [A young woman with straight dark hair and a neutral expression stands outdoors on a sunny day, wearing a cream-colored ribbed turtleneck. Behind her is a blurred backdrop of a European-style tower and green trees under a bright blue sky. Overlaid on the image is a user segmentation interface titled Audiences, showing a predictive attribute filter: users with a 0.7 to 0.9 probability of booking a hotel after purchasing a flight. The filter criteria include users in the U.S. who booked flights to Florida in the last 30 days but did not book lodging. The interface suggests a data-driven marketing approach for targeting potential hotel conversions.]

Reach the right audience wherever they are

mParticles suite of real-time segmentation tools is the most flexible offering in the market, ensuring that you can always connect with your customer, across any channel.

  • Custom audience builder
  • Audience journey sequences
  • Actionable customer insights
  • Predictive audiences
  • Multivariate audience splits
Explore more
A woman in athletic wear sits on the ground outdoors, focused on her smartphone, overlaid with a data visualization chart titled Site Visit to Subscribe. The graphic shows a funnel flow from 107,843 site visits (Step A) to 24,557 user profiles created (Step B), and finally 19,007 subscriptions (Step C), with corresponding conversion rates and a 4.01-hour average conversion timean improvement of 5.18 minutes from the previous period. This image supports a digital marketing or user engagement analysis context. [A woman in athletic wear sits on the ground outdoors, focused on her smartphone, overlaid with a data visualization chart titled Site Visit to Subscribe. The graphic shows a funnel flow from 107,843 site visits (Step A) to 24,557 user profiles created (Step B), and finally 19,007 subscriptions (Step C), with corresponding conversion rates and a 4.01-hour average conversion timean improvement of 5.18 minutes from the previous period. This image supports a digital marketing or user engagement analysis context.]

Better understand the customer journey

Optimize every touchpoint of your customer journey with mParticle Analytics. No matter whether your goal is to scale acquisition, conversion, or retention across any or all channels, we help make it easy to uncover new opportunities with actionable insights.

  • Customer journey analytics
  • Multipath funnel analysis
  • User cohort analysis
  • Audience insights
  • Dashboards and reporting
Explore more
A middle-aged man in glasses and a white button-up shirt looks at his smartphone with a thoughtful expression, standing near a wall with warm lighting. Overlaid UI text identifies a marketing strategy: Next best action Users in freemium subscription tier, with suggested prompts branching from the phone screen that say Unlock catalog, Watch premium content, and Upgrade now. The image conveys a targeted upsell approach for converting freemium users to paid subscribers with AI. [A middle-aged man in glasses and a white button-up shirt looks at his smartphone with a thoughtful expression, standing near a wall with warm lighting. Overlaid UI text identifies a marketing strategy: Next best action Users in freemium subscription tier, with suggested prompts branching from the phone screen that say Unlock catalog, Watch premium content, and Upgrade now. The image conveys a targeted upsell approach for converting freemium users to paid subscribers with AI.]

Predict what offers your customers want next

Predict and deliver the most relevant products and offers that each of your customers want, based on their engagement, preferences, account settings, and more.

  • Propensity scoring
  • Churn prevention
  • Look-alike modeling
  • Uplift analysis
  • Regression testing
Explore more
A smiling, bald man with glasses and a trimmed beard sits at a table during a business meeting, holding a pen and facing someone whose back is to the camera. He appears confident and engaged. Overlaid on the image are data privacy and security icons, including AICPA SOC 2, ISO 27001, MFA (multi-factor authentication), SSO (single sign-on), and compliance badges for GDPR, CCPA, and LGPD. The setting is professional with natural light and indoor plants, emphasizing trust, compliance, and secure data practices in a business context. [A smiling, bald man with glasses and a trimmed beard sits at a table during a business meeting, holding a pen and facing someone whose back is to the camera. He appears confident and engaged. Overlaid on the image are data privacy and security icons, including AICPA SOC 2, ISO 27001, MFA (multi-factor authentication), SSO (single sign-on), and compliance badges for GDPR, CCPA, and LGPD. The setting is professional with natural light and indoor plants, emphasizing trust, compliance, and secure data practices in a business context.]

Protect user privacy and ensure compliance across the organization

Whether you want to streamline regulatory compliance with automated DSR management and federation, or if you want to custom configure how mParticle is used through custom roles and permissions, we make it easy to have complete control over your customer data.

  • Flexible identity resolution
  • Data filters
  • Data forwarding rules
  • DSR forwarding
  • Customizable user access controls
Explore more

See the platform in action.

With our hands-on demo, you can explore how mParticle integrates your data to help you confidently make decisions, scale efficiently, and connect online and offline experiences to delight your customers.

Get a demoTalk to an expert
Split-screen interface showing a customer journey optimization tool. On the left, a woman with straight dark hair and a calm expression sits casually on a green sofa, overlaid with a message reading, I want to upsell users with personalized offers, followed by strategies like offering discounts and sending personalized messages. On the right, a data dashboard titled Customer Journey from Site Visit to Subscribe displays a funnel visualization showing user drop-off across stagessite visit (107,843 users), blog view, profile creation, and subscription (2,760 users), with metrics like conversion rate (7.87%) and average conversion time (22.23 mins). The platform appears to be mParticle Analytics. [Split-screen interface showing a customer journey optimization tool. On the left, a woman with straight dark hair and a calm expression sits casually on a green sofa, overlaid with a message reading, I want to upsell users with personalized offers, followed by strategies like offering discounts and sending personalized messages. On the right, a data dashboard titled Customer Journey from Site Visit to Subscribe displays a funnel visualization showing user drop-off across stagessite visit (107,843 users), blog view, profile creation, and subscription (2,760 users), with metrics like conversion rate (7.87%) and average conversion time (22.23 mins). The platform appears to be mParticle Analytics.]

Connect your data from anywhere, to anywhere.

mParticle seamlessly plugs into your existing tech stack with over 300 out-of-the-box deep integrations. Want something else? Our platform is modular and flexible, powerfully configurable to fit your business needs.

See all integrations

mParticle Insights

See all

See whats possible with us.

Platform
Use cases
Industries
Partners
Resources
Get Started
Company
Web Proxy Viewer  |  New URL  |  Original Page