Life events, such as getting married, having a baby, buying a house or retiring, can impact the financial decisions individuals make.
offers software that confidentially analyzes and interprets consumer spending information. Using this information, financial institutions can build digital relationships with their clients, offering them specific products and services customized to meet their needs. These opportunities can lead to a competitive advantage.
“Instead of overwhelming customers with a constant stream of advertising messages, this enables financial institutions to satisfy consumer demand for personalized service and simplicity through highly-targeted offers exactly at the time their customers are ready to act,” explains Rob Heiser, Segmint President and CEO. “Financial institutions can optimize their marketing budget by delivering individualized online advertising campaigns to their customers quickly and efficiently.”
Segmint uses its patented marketing technologies to precisely target bank customers and assign Key Lifestyle Indicators ™ (KLIs) to them, he states. “These identifiers, coupled with our auto analytics platform, campaign management tool and ad delivery capabilities, enable financial institutions to effectively reach customers with timely and relevant offers on the bank’s website or online.”
What about maintaining customer confidentiality? “We respect the anonymity of personal information and rigorously adhere to privacy and security regulations,” Heiser notes. “All personally identifiable information remains secure with the financial institution through anonymous numeric codes assigned to each customer.”
Segmint’s current client base includes more than 60 credit unions, financial institutions and financial tech companies throughout the U.S. Established in 2008, Segmint has 28 employees and has received Ohio Third Frontier
Writer: Lynne Meyer