Banking & Financial Services
CDP for banking & financial services
Designed for regulated industries, Meiro enables the delivery of personalized, omnichannel marketing experiences while ensuring compliance with data residency and sovereignty requirements.
Tried and trusted by BFSI brands worldwide
Problems we came here to solve
Fragmented customer identity
Our identity resolution connects customer interaction across devices and any other touchpoints online and offline, providing a single view of customers and their journeys, ultimately driving revenue growth.
Technical data silos
Our CDP addresses the challenge of fragmented customer data by unifying data from various systems like CRM, POS, and advertising platforms, enabling complete customer views.
Data privacy regulations
With increasing data localization and control demands, SaaS adoption is challenging. Our CDP offers flexible deployment options, whether private cloud, on-premise, or hybrid.
Success story from Indonesia's top retail bank
- Could not re-engage anonymous returning web visitors
- Could not consolidate customer journey across different touchpoints, apps and business units
- Marketing team relied on busy engineering for audience segmentation
- Strict data privacy & security regulations limits data analysis
- Removed all obstacles in identity management, enabling retargeting for anonymous visitors
- Unified customer data across 15 data sources, unlocking single view of customers
- Enabled no-code audience segmentation saving 140 hours/month
- Meiro CDP hosted on-premise, adapting to client's architecture requirements for compliance
What banks and financial services love about Meiro CDP
Stay regulation-proof
Meiro addresses regulatory compliance challenges by providing transparent architecture and flexible hosting, empowering clients with control over their data and technology stack.
Eliminate data silos
Our CDP collects and consolidates customer data from multiple online and offline touchpoints, tools, internal systems, and business units, creating real-time golden records.
Segment audiences fast
Meiro democratizes access to customer data for business users, empowering them with autonomy from overburdened IT teams.
Learn more about Smart Segmentation →
Nurture customer loyalty and prevent churn
Meiro consolidates transactional and behavioral signals from various sources, providing insights about patterns that indicate a customer's likelihood to churn.
Seamlessly connect to internal systems
Besides the bespoke customizable analytics & dashboard solution built into Meiro CDP, we also provide seamless integrations of any customer or performance data.
CDP use cases for banking, financial services and insurance
+23% increase in conversion
Anonymous visitor personalization
Retarget returning anonymous web visitors with personalized content to improve likelihood of conversion.
Learn more →
+22% better conversion rates
Next-Best-Offer (NBO)
Identify customer affinity and propensity for product adoption by analyzing cross-device and cross-channel user behavior.
Learn more →
+22% increase in conversion
Churn management
Leverage behavior signals from multiple devices to create rich customer identity and offer most relevant products.
Learn more →
Download the entire library of CDP use cases
Access this free collection of proven, revenue-generating use cases we've built for our banking, financial services, and insurance customers.
Here's how Meiro is different from other CDPs
Wall-to-wall approach
From data integration, cleaning, and management to omnichannel marketing activation — get all in one and achieve faster time-to-value.
Flexible delivery model
For security-driven clients required to comply with local data residency regulations, we offer single-tenant solutions for private hosting in every major cloud or on-premise.
Built to adapt and grow with you
Meiro CDP is a transparent, flexible, and scalable solution that seamlessly integrates with the client's tech stack.
Ease of use
Business users gain autonomy from overburdened IT teams with no-code audience segmentation and comprehensible customer insights.
Ready to take your personalization game to the next level?
Unleash the full potential of your customer data. Let's talk!