We give banks, 7 tips on how to use data for their marketing efforts. Our Data Management and Marketing Platform Vizury Engage makes it easier!

1. Data-driven Marketing for Banks

2. Existing Marketing Platform
Landscape

3. Existing Marketing Platform Landscape
Silo-ed Offerings
Marketing channels do
not talk to each other
Not tailored for
Banking Not built to solve
the challenges insurers like
you would be facing
Lack of intelligent
messaging Your ads might
not always be relevant to the
customer
Incomplete
features Different
tools must be used for
different channels
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4. 7 ways to leverage data and grow your
marketing

5. New customer acquisition with data partners
Data-driven marketing magic
Find out if your existing customer is looking at a competitor plan. This generates cross sell and
upsell opportunities for you and helps customer retention
Your data
+
2nd/3rd party data
Helps you reach new
users
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New users identified based on hasn’t visited your website before, online behavior & Product purchase intent of the user, has expressed
interest in competitor product

6. Lead generation from website visitors
USER A
Has visited your
website
Customized ad shown
when he visits other
websites
Data-driven marketing magic
Target only new users on your website and optimize your media spends
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Over 30 behavioral parameters considered including Existing customer or not, Plan/Product interested, Time spent on each product page

7. Lead scoring & recover lost leads
Data-driven marketing magic
Show customized prompts through onsite notifications on your website when a non-contactable
lead visits your website.
Behavioral
data
COLD
Score: 0.5
WARM
Score: 2.15
HOT
Score: 5 Call center priority customer
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8. Cross-sell or upsell to account holders
Data-driven marketing magic
Pre-set schedule based targeted marketing messages for your customers. For eg, if an existing
customer of Joy plan (Maternity plan) has never visited the website for the past 1 year, a DMP
can suggest a proposal for Care (health plan for family)
USER
1
USER
2
Savings Account
holder
Salary Account
holder
Browsing Travel
section on your
website
Has availed
Travel last
year
Sell Travel plan
with personalized
offer
Sell Travel plan
with personalized
offer
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9. Optimizing media spend across display
Data-driven marketing magic
Pre-set a messaging cap at a user, segment at a channel level thereby ensuring maximum
impact from your marketing spend.
Block policy
holders from lead
gen ads
Use free
channels, before
paid media
Avoid duplicate
spends on overlapping
channels
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10. Outstanding payment reminders
Data-driven marketing magic
Run premium renewal campaigns on owned channels to begin with (Email, SMS, onsite
notifications) at a minimal cost. And, then spend on online media only on those customers who
haven’t responded to the owned media marketing messages.
CRM data Send renewal reminders
across different channels
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11. Cross channel personalization & synchronization
Data-driven marketing magic
Record the channel preference for each user and reach out to a user only through their
preferred medium of response and save costs on other channels.
USER
1
USER
2
Existing Life
policy holder
Existing Life
policy holder
Does not
respond to sms
Clicks on sms,
completes transaction
Reach across
display and Social
No more ads for
USER 2
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12. Introducing

13. Combine the Power of
Performance and Personalisation
at scale
Aggregate silo-ed sources of
customer data onto a single platform
Derive data-backed customer insights
for your business decisions
Reach your customers wherever they
maybe – online, offline

14. Engage Overview
Customer
One-view
Owned channels
Emails, sms, push, call centre,
website personalization
Offline CRM
Desktop
website
Mobile
website
App
Online Data
collected
through Vizury
tags
Number of Visits,
Products seen,
Products bought,
Registered-user or
not, etc.
Past purchases, Total
Value of Purchases,
Gender, Age, etc. Shared on SFTP
location as an excel
file with daily updates
Connected through
hashed CRM ID
Programmatic
Google, Facebook
Local DSPs
Lead Scoring
Over 30 parameters
considered to score users

15. We are a Big Data Marketing Company
>600 CLIENTS>50 COUNTRIES5 OFFICES
HEADQUARTERED IN INDIA
$27M FUNDING
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16. Thank you