Banking & Finance
Meiro CDP for banking: 3-minute demo
One customer, one evening: how Meiro turns card, website and app signals into a next best action, with its reason.
What you'll see
Core banking, cards, payments, lending, the contact centre, the website and the app stream events into Meiro Pipes in real time. Identity resolution joins a CRM number, an email, a phone number, an app ID and a cookie into one customer, even when a visitor logs in later.
Meiro Audiences keeps products held, salary and balance trends, card spend abroad, product interest and churn risk current as each event arrives. Next Best Action ranks service first, then onboarding, then retention, and only then an offer with marketing consent.
Meiro Engage routes each action to push, email, SMS, the app or a contact centre task, with guards against over-messaging. When payments are declined and a complaint arrives, promotions pause and a priority callback starts.
Transcript
A customer's card is used abroad for the first time. That evening, they read about travel insurance on your website, then open your app. Three systems saw it. None of them acted.
Meiro is a customer data platform that turns this into context, and context into action. It runs in your own cloud or on premise, so customer data stays where your compliance needs it. It starts with Meiro Pipes.
Core banking, cards, payments, lending, the contact centre, the website and the app stream their events in real time, each with its own identifiers. Identity resolution stitches them together. A CRM number, an email, a phone number, an app ID and a browser cookie become
one customer, even when a visitor only logs in later. Meiro Audiences keeps that profile current. Products held, salary and balance trends, card spend abroad, digital engagement, product interest and churn risk, recalculated as each event arrives.
Segments are built from behaviour, not just demographics. Pre-approved customers researching a personal loan. Travellers without travel insurance. Salaries that stopped arriving. Each one sized live. Next Best Action ranks what to do for
every customer. Fix a service problem first. Then onboarding, then retention. Only then a relevant offer, and only with marketing consent. Every recommendation comes with its reason.
When behaviour changes, the decision changes with it. A customer abandons a loan application halfway through. Seconds later, the website offers to resume it, with their pre-approved limit. Meiro Engage runs journeys on a visual canvas. Real-time triggers, waits and conditions route each action
to push, email, SMS, the app, or a task for the contact centre, with guards that stop over-messaging. Web banners and in-app messages are personalised from the same profile, and previewed with real customer data before they go live.
And when something goes wrong, marketing waits. Declined payments and a complaint trigger a priority callback, while every promotion for that customer is paused. Every activation is measured. Engagement, conversions and journey performance by channel, next
to business KPIs like the loan funnel and products sold. Meiro. From customer data to customer context. Deployed in your cloud, on premise, or fully managed.
Want to see it on your own data?
We will walk you through Meiro with the use cases that matter in your industry.
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