Financial services

Insurance, banks, and credit card providers are upping their game with real-time customer understanding. Whether it's personalizing offers, targeting marketing campaigns for financial and insurance products, or optimizing branch locations, Spatial.ai data fuels measurably smarter decision-making.

Spend analysis

Enrich credit card transaction data

Unlock additional consumer insights by appending segmentation to historical transaction data. Analyze the relationships between segments and metrics like spend, churn, LTV, and more to identify opportunities and risks.

Insurance

Personalize campaigns to drive policy sales

Discover why some customers have a higher propensity to convert on financial products than others. Then easily launch targeted campaigns with messaging that resonates and converts.

Banking

Optimize branch locations

Identify the social and behavioral factors that impact branch performance. Become a local expert in any market and easily find lookalike locations based on your most successful branches.

Related resources

Blog

Combining Social Media & Credit Card Data in Retail Analytics

Analyzing the relationship between social media & credit card data allows retailers to gain key market insights, optimize their footprint, & boost sales.

Webinar

PersonaLive Premiere: Customer Segmentation

Case study

How AAA Drove 50% More Auto Policy Sales With PersonaLive

AAA segmented its email list with PersonaLive, which increased open rate by 14.2% and click-through rate by 50%.

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