financial services

Financial Services Traditionally, financial services organizations have been challenged to acquire customers, activate accounts and become the household’s primary financial resource. In today’s environment, it is increasingly important to find credit-worthy customers while reducing risk, adding to the complexity of this process.
Pursuit has worked with credit card, insurance, brokerage and traditional consumer banking organizations to help define their:
  • Lead management processes
  • Different modeling approaches for targeting
  • Segmentation and offer optimization
  • Campaign development and execution
  • Reporting dashboards
We have extensive knowledge of the Fair Credit and Reporting Act, and how data and marketing systems need to provide ultimate security of consumers’ personal information while simultaneously providing marketing and analytics stakeholders with the most robust information possible for targeting and promotion delivery.