Trust and communication build relationships. Build your communication on data you can trust - in your data warehouse. Leverage all client data from in-branch to mobile banking to proactively engage with clients across their financial lifecycle in the most impactful channels.
Now any team can build customer lists in your Data Warehouse for sales and marketing campaigns in minutes, no SQL required.
Send customer segments from your data warehouse to your favorite destinations.
Export customer lists from your Data Warehouse to Braze to engage them with email and push notifications.
Export customer and lead lists from your Data Warehouse to Salesforce to engage them with sales outreach.
Export customer and lead lists from your Data Warehouse to Salesforce Pardot to engage them with marketing outreach.
Export customer lists from your Data Warehouse to Intercom for targeting with push notifications and for customer service.
Export audiences from your Data Warehouse to Google Ads to re-engage with your customers across Search, Shopping, Gmail, YouTube, and Display Ads.
Export audiences from your Data Warehouse to Facebook Ads to re-engage with your customers across Facebook, Instagram, and WhatsApp.
Export audiences from your Data Warehouse to TikTok Ads and re-engage with your customers as they view videos on TikTok.
Use machine learning to segment audiences and target your messaging to cross-sell free checking account holders to savings accounts, advisory services and more.
Can you confidently say that you’ve solved Identity Resolution and have a single view of your customers? Once you do, analyzing and activating your customer data is easy. If you’re not quite there yet, have no fear - you’re not alone! Let’s dive in together on the foundations of Identity Resolution and find out why the data warehouse is the best place to build this foundation, and why CDPs do not give you the full picture.
Even with a well-designed onboarding process, customers can still take their time. But there are some things you can do to help them through the process quickly, and start your relationship off with a great customer experience.
Here are the most common use cases we see with Flywheel.
Some customers will churn. That is the reality of business. However, with Flywheel, you can easily create an audience of churned customers and send them a special offer via Mailchimp to win back!
Many of your potential customers never make it through the sign up flow. Re-engage them through an email sequence in Marketo as soon as they fall out of your funnel. (0-7 days) after sign up.
Many of your potential customers never make it through the sign up flow. Once they haven't finished sign up within 7 days they likely won't read your emails either. However, these users are still valuable and you can still reach them with Flywheel. Re-engage them through Facebook Ads to remind them to complete sign up.
Some users fall short of the onboarding process. Send a reminder email via Braze to users who have installed the app and registered an account, but have not yet completed the verification step.