USER ANALYTICS FOR FINANCIAL SERVICES

How will you build customer loyalty?

Convert customers to digital and reduce overhead

Create a world-class digital experience to increase online transactions and reduce servicing costs. Unite data from all customer touchpoints to identify where you can rely more heavily on digital.

Upsell and cross-sell existing customers

Identify which customers are likely to upgrade or adopt new services based on transaction volume, balance, and other behavioral and account characteristics. Then, trigger an offer when specific conditions are met.

Drive loyalty and reduce churn

Understand what your best customers have in common, and identify the red flags that signal cancellation. Then, allocate resources toward driving behaviors that create satisfaction and loyalty.

WHAT CUSTOMERS SAY

“Using robotmia to instrument new workflows, we’ve made significant improvements to multiple user flows. In one instance, we ended up doubling the conversion of new users to first-time bill payers.”

Director Product Management, Intuit

ANALYTICS FOR EVERY MILE OF YOUR ROADMAP

Where is the most value in your product suite?

Deep understanding of your customers

Improve the customer experience by understanding how they engage. Collect data from across a user’s digital journey and integrate external datasets, like call center analytics, to create a holistic view.

Instant answers

Quickly identify which features drive the most engagement and revenue. With customizable reports for retention, segmentation, and funnels, answering even your most complex questions is simple.

Automatic customer insights

Detect and take advantage of changes in customer behavior using integrated machine learning and data science tools that flag anomalies for you.

Intelligent action

Personalize notifications and A/B tests based on how customers interact with your app and website. Use deep user behavior data to fuel your marketing and analytics product suite for further testing, customization, and automation.

Are you ready to see every step of the customer journey?

Companies like U.S. Bank, Credit Sesame, Intuit, and Stripe are acting now on user insights to grow their business and empower their teams to be data-driven every day. Let us show you what robotmia can do for you.

USER ANALYTICS FOR FINANCIAL SERVICES

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