How can we better understand our customers’ financial needs and behaviors?

Zeta’s advanced identity resolution and data enrichment capabilities create a unified customer view, unlocking actionable intelligence to drive deeper understanding and deliver highly personalized experiences.

How can we improve our approval rates for loans, credit cards, or mortgages?

Boost the efficiency of your direct mail and digital targeting by combining anonymized bureau data with Zeta’s proprietary AI-driven models. This smart approach enhances branded card and private label credit card marketing, minimizing waste while maximizing reach, precision, and customer engagement.

How can we reduce application abandonment rates?

Zeta’s identity resolution transforms anonymous website visitors into known visitors, enabling real-time engagement and targeted exit-prevention campaigns that effectively reduce abandonment and drive higher conversions.

How can we personalize marketing messages while maintaining regulatory compliance?

Zeta’s privacy-friendly data clean rooms and compliance-ready tools ensure data security and allow for highly personalized, regulation-safe marketing campaigns that maintain both customer trust and regulatory adherence as defined by your compliance team.

Zeta for Financial Services

Power personalized, compliant, and data-driven marketing at scale.

Modern consumers demand seamless, secure, and highly personalized financial experiences whether applying for a credit card, mortgage, or insurance policy. But fragmented data, evolving regulations, and rising digital expectations create roadblocks to meaningful engagement. 

The Zeta Marketing Platform (ZMP) eliminates these barriers, streamlining complexity to enhance engagement, maximize conversions, and support regulatory compliance based on the guidance from your compliance team, all while delivering the frictionless experiences your customers expect.

Zeta empowers financial institutions to:

Boost Acquisition

Use Zeta’s AI-driven data to find and engage consumers most likely to apply for credit products. Drive more approvals, stronger engagement, and higher LTV.

Deepen Relationships

Promote the right financial products, like bundled insurance or investment options, based on customer goals and credit needs to deepen loyalty and increase LTV.

Optimize Direct Mail

Target pre-qualified individuals with personalized Prescreen offers. Zeta’s match and mail capabilities improve precision, streamline campaigns, and ensure compliance.

Engage &  Convert

Deliver AI-personalized, multi-channel experiences that reduce friction and guide customers smoothly into the credit application flow, boosting completions and conversions.

Reduce Abandonment

Re-engage customers with real-time identity resolution and behavioral data. Bring them back into the flow at key moments to reduce churn and increase completions.

Improve Campaign Efficiency

Use Zeta AI to get answers, automate workflows, optimize campaigns, and spot new growth to help your team move faster and perform better.

Real Results for a Top 5 Credit Card Issuer

6X ROI from an AI-powered campaign re-engaging inactive cardholders

70K new accounts generated in just 6 months

33% Incremental Lift in loan & credit card applications

Advantages for Financial Services Institutions that Only Zeta Can Provide

Personalization at Scale

Create real-time, individualized journeys using transactional and behavioral insights to drive acquisition, retention, and value.

Integrated Identity

Unify data and identity across channels for seamless customer recognition and a full 360-degree view.

Anticipate & Optimize

Use advanced analytics to predict next best actions, target high-value segments, and uncover new revenue streams.

More ROI, Less Complexity

Run compliant, multi-channel campaigns from one platform. Zeta’s ZMP simplifies workflows and ensures brand consistency.

Compliance Ready, Privacy-First

Rely on secure clean rooms and governance tools to meet privacy standards, protect customer data, and support compliance teams.

Get the Answers You’ve Been Waiting for with Zeta Intelligence

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"Working with Zeta helped extend our reach for our brand partners during a period where consumers were pulling back on shopping."

- Dan Glassman

VP of Acquisition, Bread Financial

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Seeing Is Believing

Experience the Zeta Marketing Platform for yourself. Schedule a demo with our experts or contact us for more information.

Zeta for Financial Services

Real Results for a Top 5 Credit Card Issuer

Get the Answers You’ve Been Waiting for with Zeta Intelligence

Stay in the Know with Our Featured Content

Read our Featured Articles