Financial services

Drive Customer Growth With Secure Personalization

From first login to personalized financial offers, mParticle helps brands personalize customer experiences in real time while keeping their data compliant and secure.

Drive growth while keeping data secure

01

Acquire higher value customer faster

Target customers most likely to open, fund, and borrow while real-time suppression optimizes budget away from low-value traffic. The result: lower CAC and increased conversions.

02

Build a secure, unified view of every customer

Merge eKYC events, in-app behavior, and in-branch activity into a single, governed profile. mParticle’s identity resolution supports compliant data collection and segmentation across mobile, web, and offline channels.

03

Deliver the most relevant offer at the moment of intent

Activate product offers using live customer signals like direct deposits, card swipes, account milestones, account logins, and life-event cues. Trigger card, loan, or wealth product offers at critical moments to grow CLTV while aligning with compliance and privacy requirements.

04

Scale without sacrificing compliance

Automated consent controls, data masking, and observability of data pipelines ensure compliance with GLBA, GDPR, PSD2, SOC 2, and internal data access policies. Data teams spend less time enforcing access while marketing teams gain access to safe, compliant data.

30%

increase in data consistency

How SoFi powers personalized email campaigns with high-quality customer datag strategy

By partnering with mParticle, SoFi has been able to improve data quality across their martech stack and deliver more relevant email experiences to their members.

mParticle is essential for Klarna because no matter what touchpoint a customer interacts on, we’re able to create a unified profile. We also have the ability to integrate different attributes, including our predictive attributes, within the same profile, in real time.

Gaia Del Mauro

Product Manager, CRM Data, Klarna

Designed for multichannel consumer brands

Unify, manage, and activate data in the moment

Stream customer data in real time. Collect across channels, resolve and enrich identities, and deliver downstream to any system instantly for enhanced personalization and relevance.

  • IDSync
  • Profile and Events APIs
  • Data Catalog
  • Real-Time Audiences
  • Live monitoring & validation
  • 300+ native integrations
Explore real-time

Activate directly from the warehouse or data lake

Unlock the full power of your warehouse by turning it into an activation engine. Create and deliver audiences without building new pipelines, so campaigns run faster and stay in sync with the data you already manage.

  • Composable Audiences
  • Zero-copy activation
  • Customizable data models
  • No-code, marketer-friendly interface
  • Native downstream integrations
Explore composable

One complete view of your customer

Maintain consistent profiles and create tailored personalizations. With standout features, including broad connectivity, a standardized data model, deterministic identity resolution, and configurable data strategies.

  • Identity Resolution
  • User Profiles
  • Profile API
  • Calculated Attributes
  • Predictive Attributes
  • Group Identity
  • Consent Management
Explore customer 360°

Build the audience your business needs

Segment and activate customers with the best of both worlds: real-time streaming for instant engagement, and warehouse-native for scale and depth. mParticle’s hybrid CDP adapts to every use case without added tools or complexity.

  • Intuitive, no-code interface
  • Real-Time, Composable, & Hybrid Audiences
  • Predictive Audiences
  • Audience Connections
  • Multivariate Testing
  • Audience Insights
  • 300+ native integrations
Explore segmentation

Personalize and optimize interactions across every touchpoint

mParticle's industry-leading AI engine helps you automatically segment audiences and determine the next best action for personalization at scale—with event predictions, lookalike modeling, and real-time decisioning.

  • Cortex AI/ML Engine
  • Real-time decisioning
  • Predictive Attributes
  • Predictive Audiences
  • Next Best Action
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Secure, manage, and leverage your data

Operate with peace of mind knowing that your customer data is always secure, accurate, and accessible—addressing risks like security breaches and regulatory non-compliance before they happen.

  • Custom Access Roles & Permissions
  • Data Monitoring & Observability Tracing
  • Data Stewardship
  • Rules, Filters, Transformations, & Controls
  • Zero-copy architecture support
Explore governance

See the platform in action.

With our hands-on demo, you can explore how mParticle integrates your data to help you confidently make decisions, scale efficiently, and connect online and offline experiences to delight your dining guests.

Explore demo
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Connect your data from anywhere, to anywhere.

mParticle seamlessly plugs into your existing tech stack with over 300 out-of-the-box deep integrations. Want something else? Our platform is modular and flexible, powerfully configurable to fit your business needs.

See all integrations