--- title: "Industry – Financial Services" id: "40402" type: "page" slug: "industry-financial-services" published_at: "2021-07-08T19:08:40+00:00" modified_at: "2026-07-14T15:53:38+00:00" url: "https://tealium.com/industry-financial-services/" markdown_url: "https://tealium.com/industry-financial-services.md" --- # Financial Services ## Power a better financial journey with complete and trusted customer data [Get a Demo](/cdh-demo-2/) ## Check out our CDP Starter Kit for Financial Services to help you build a comprehensive strategy for selecting and implementing a CDP [Get the Kit](/resource/whitepaper/cdp-starter-kit-for-financial-services/) ## Understand and Engage Your Customers in Real Time ### Customers Expect More Experience is the new differentiator for financial service organizations and it’s also how your customers expect you to help them achieve their lifetime goals. Power better experiences across the financial journey and drive deeper customer insight with unified and trusted customer data. ### Relationships Are Key Do more to be there for your customers like never before. By collecting and connecting relevant data to elevate the digital experience, your brand can personalize experiences beyond just products and services to truly form relationships that establish you as the trusted and reliable advisor. ### Technology Builds Trust With unified and trusted customer data, financial services organizations can transform customer interactions and deliver the right experiences, right when it matters. More than 350 leading financial services and top payment services industry leaders trust Tealium to power their customer data collection, cleansing, activation, and robust insight capturing practices that are scalable and meet security requirements across the globe. ## How Tealium Powers the Entire Customer Data Supply Chain ## Tealium for Financial Services ### Leverage real-time, unified customer data to foster loyal relationships with customers throughout their entire financial journey, build trust, and drive better experiences. ### Grow Share of Wallet Tealium helps financial services organizations better understand their customers digital interactions. Build audiences around the stage in your customers financial journey so that ”next best” products and services can be planned and marketed at the right time in the customer journey, ultimately resulting in growth in share of wallet. ### Deliver “branch in pocket” experiences Tealium integrates with your email, marketing automation, online advertising, social, and customer relationship management (CRM) platforms, enabling real-time action within the marketing technologies you already use. You can trigger personalized experiences, based on real-time customer data signals, and engage with your customers like never before across any channel. ### Connect Marketing, Sales, & Services Teams with a Single Set of Data Each customer has multiple engagement points along their journey both pre-purchase (third-party data, social, owned properties, call centers) and post-purchase (call centers, chat, in-branch agents) and keeping a single set of data throughout the journey is key to driving personalized customer experiences. Tealium helps your businesses unify all of your customer data and create a single view of the customer that’s actionable across the tools that power customer support, sales, marketing, and analytics. This drives better customer loyalty outcomes and generates a single course of actionable customer data across the entire organization. ### Build Trust and Engage VIP Customers With real-time customer data, financial services brands can ensure they understand and segment their most valuable customers, send them exclusive offers, and build greater overall lifetime value (LTV). ### Get a Full View of Customers by Combining Offline and Online Data Eliminate data blind spots. Onboard offline data, such as call center and data from your branches, then combine it with your online data to improve self-service as well as provide a consistent, connected experience regardless of where your visitors are engaging with you. ## What Makes Tealium Unique for Financial Services? ### Real-time Architecture Our platform is built for real-time data collection, standardization, transformation, enrichment, and activation of customer data. As customer needs and preferences change, you can keep pace and deliver the right experiences. ### Market Leaders We are creators and leaders in the Customer Data Platform and Tag Management categories and were named a 2020 Top 50 enterprise product and Top 50 marketing product by G2 Crowd. We've worked out the kinks the other guys are still figuring out. ### Trust Comes Standard You can be confident that your data is protected by the most stringent requirements. Tealium has achieved a pedigree of third-party security and privacy certifications including HIPAA, ISO 27001 and 27018, SSAE18 SOC 2 Type I & I. ## PrimeCredit Increased Mobile App Adoption by 50% After Streamlining Their Data Processes ### Tealium customer PrimeCredit leveraged the power of their data to better understand their customers to recommend the right financial product at the right time. ## 50% #### With better data powering more relevant experiences, PrimeCredit increased mobile application adoption by over 50% and unlocked new and innovative use cases like cross-selling services between credit card customers and loan customers. ### “Tealium helps us stitch together interactions so we have a single view of the customer and their portfolio. When an event such as an application for a cash advance is triggered we can store it in our data warehouse and consolidate it with other activities and events to gain a complete view.” ##### Eric Fung Head of Marketing, PrimeCredit ## Deliver the Best Outcomes, Without Limitations ### Tealium features over 1,300+ turnkey integrations so you can quickly and effectively connect your systems and data. [View Integrations](/integrations) ## Key Resources Webinars & Videos Whitepapers & eBooks Case Studies & Blogs [Video In Data We Trust: How a CDP Can Help Financial Service Orgs in a Time of Uncertainty Learn More](/video/in-data-we-trust-how-a-cdp-can-help-financial-service-orgs-in-a-time-of-uncertainty/) [Video CDPs: Choosing the Right Type for Your Customer Data Strategy Learn More](/video/cdps-choosing-the-right-type-for-your-customer-data-strategy/) [Webinar From Basics to Best Practices: Building Your Client-Side Data Infrastructure Learn More](/video/from-basics-to-best-practices-building-your-client-side-data-infrastructure/) [Webinar Preventing Your Customers From Accidently Exposing Sensitive Data Learn More](/video/preventing-your-customers-from-accidently-exposing-sensitive-data/) [Infographic Preparing Financial Services for an Al-Driven World Learn More](https://tealium.com/resource/infographic/preparing-financial-services-for-an-al-driven-world/) [Whitepaper CDP Starter Kit for Financial Services Learn More](/resource/whitepaper/cdp-starter-kit-for-financial-services/) [Whitepaper The Present and Future of Financial Services Marketing Learn More](/resource/whitepaper/the-present-and-future-of-financial-services-marketing/) [Whitepaper Moving Banks from Silent Listeners to Engaged Partners Learn More](/resource/whitepaper/moving-banks-from-silent-listeners-to-engaged-partners/) [Whitepaper The Benefits of a Real-Time Customer Data Platform Learn More](/resource/whitepaper/real-time-cdp-benefits-guide/) [eBook Build a Single Customer View Unique To You Learn More](/resource/whitepaper/the-joy-of-data-cookbook-chapter-1/) [Blog A Marketers Guide: 5 Key Steps to Creating a First-Party Data Strategy Learn More](/blog/customer-data-platform/a-marketers-guide-5-key-steps-to-creating-a-first-party-data-strategy/) [Case Study Greenstone Financial Services- Flexibility as a Competitive Advantage Learn More](/video/greenstone-financial-services-flexibility-as-a-competitive-advantage/) [Blog The Power of When, Where, How in Banking Comms Learn More](https://tealium.com/blog/data/the-power-of-when-where-and-how-in-banking-comms/) [Blog The #1 Way to Provide Experiences Buyers Trust Learn More](/blog/marketing-technology/the-1-way-to-provide-experiences-buyers-trust/) ## We’re Here to Help #### Let us show you how Tealium can help your financial services organization connect data and deliver value-based experiences. ### Submitted! 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