Financial Services

Unica's solutions are used by leading credit card issuers, retail banks, investment houses, and insurers worldwide, including AXA, BMO Bank of Montreal, E*Trade, HBOS, and Taishin Bank, to maximize customer retention, share-of-wallet, profitability, and reduce overall marketing costs. In fact, over seventy percent of the worlds top ten financial institutions rely on Unica.

Challenges
In today's competitive marketplace, financial services firms are focused on delivering a superior customer experience to differentiate themselves and retain customers. Along with this focus are the realities of varied portfolios of products and services, branches that span geographic regions, millions of customers to service, as well as industry and country compliance regulations - making it harder than ever to generate loyalty and deliver an optimal customer experience. As a result, financial services firms are looking to create more effective cross-sell strategies, coordinate marketing efforts across channels, drive event-based marketing activities and increase personalization and communication precision to shape a customer's experience and boost loyalty.

Unica Financial Services Solutions
Unica’s solutions help financial services firms:

• Integrate and coordinate targeted cross-channel communications
• Understand and anticipate customers' current and future needs
• Streamline marketing processes and use marketing dollars and personnel more efficiently
• Deliver timely, event-based [insert link] marketing activities
• Manage and track customer preferences and regulations
• Use alerts to proactively communicate with customers about events they consider critical
• Boost new customer profitability with packaged on-boarding capabilities

Unica Financial Services Customers

• Bank of Montreal
• CheckFree
• E*Trade Financial
• Goldman Sachs
• HBOS
• OppenHeimer Funds
• Scotia Bank