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CDP for banking, financial services, and insurance

Designed for regulated industries, Meiro enables the delivery of personalized, omnichannel marketing experiences while ensuring compliance with data residency and sovereignty requirements.

Tried and trusted by BFSI brands worldwide
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Miranda Lawson
Gender
Female
Email
mira@email.com
Phone number
+65 776 283 163
Credit score
740
Average weekly spend
> $120
Propensity to mortgage
70%
Location
Singapore
Activation channels:
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check-icon-falsechannelEmail
Last activity:
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Website
Browsing: Mortgages
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Branch
Applied for a credit card
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Website
Used mortgage calculator
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ATM
Withdrawal
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Website
Cashback request

Problems we came here to solve

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Fragmented customer identity

Our identity resolution connects customer interaction across devices and any other touchpoints online and offline, providing a single view of customers and their journeys, ultimately driving revenue growth through enhanced precision and addressability.

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Technical data silos

Our CDP addresses the challenge of fragmented customer data by unifying data from various systems like CRM, POS, and advertising platforms, enabling complete customer views and enhancing marketing efficiency.

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Data privacy regulations

With increasing data localization and control demands, SaaS adoption is challenging. Our CDP offers flexible deployment options, enabling you to store data on your servers or within specific countries based on your business needs.

What banks and financial services love about Meiro CDP

Meiro addresses regulatory compliance challenges by providing transparent architecture and flexible hosting, empowering clients with control over their data and technology stack. Meiro CDP can be deployed on-premise or on any major cloud, ensuring compliance with local data residency requirements in any country worldwide.

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CDP use cases for retail and e-commerce

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Personalize CX to anonymous visitors

Profiles of customers that leverage cross-domain and cross-device data are stored persistently and enriched with every single interaction.

  • Retarget returning visitors with personalized content
  • Increases addressability by promoting registrations
  • Collect zero-party data.
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Next-Best-Offer (NBO)

Meiro identifies customer affinity and propensity for a product adoption by analyzing cross-device and cross-channel user behavior. This data can be used to create relevant campaigns and offers to drive conversions.

  • Ability to integrate with internal Data Science teams and tailor algorithms to fit specific business needs
  • Direct integrations to omnichannel campaign management tools, branch CRM, and call center.
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Churn management

Leverage behavior signals from multiple devices to create rich customer identity and offer your customers only the most relevant products.

  • Tailor recommendation models for each customer
  • Incorporating live checks for stock availability
  • Trigger specific campaigns aimed to increase customer engagement — email, push, ads.
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Download the entire library of CDP use cases

Access this free collection of proven, revenue-generating use cases we’ve built for our banking, financial services, and insurance customers.

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Success story from Indonesia’s top retail bank

Addressability increase:

50%

yearly since onboarding Meiro CDP

Web banner CTR increase:

2x

due to segmentation and personalization

Web banners bring:

10%

more leads with business value of 72 Billion IDR

Client’s challenges & Meiro’s solutions:
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Client could not re-engage anonymous returning web visitors with relevant offers.
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Removed all obstacles in identity management, enabling retargeting and personalization for anonymous web visitors.
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Could not consolidate customer journey across different touchpoints, apps and business units.
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Unified customer data across 15 data sources, unlocking single view into customer journey across channels.
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Marketing & comms department relied on a busy engineering team for building audience segments, compromising effectiveness of marketing initiatives.
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Enabled marketing department with no-code audience segmentation saving 140 hours/month in data segmentation & reporting.
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Strict data privacy & security regulations for financial sector limits types of data they can analyze for insights and personalization.
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Meiro CDP is hosted on-premise and adapts to the client’s architecture requirement to meet industry regulations.

Here’s how Meiro is different from other CDPs

Wall-to-wall approach

Wall-to-wall approach

From data integration, cleaning, and management to omnichannel marketing activation — get all in one and achieve faster time-to-value without rebuilding your MarTech stack or setting up any additional infrastructure.

Flexible delivery model

Flexible delivery model

For security-driven clients required to comply with local data residency regulations, we offer single-tenant solutions for private hosting in every major cloud or on-premise anywhere in the world.

Built to adapt and grow with you

Built to adapt and grow with you

Meiro CDP is a transparent, flexible, and scalable solution that seamlessly integrates with the client’s tech stack and existing internal systems, promoting efficiency, security, and data control.

Ease of use

Ease of use

Business users gain autonomy from overburdened IT teams with no-code audience segmentation and comprehensible customer insights available for immediate marketing activation and analytics.


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