- Establish data-driven blueprint for long-term customer relationships
- Bring innovative processes to an industry that has been doing things the same way for 100+ years
Product Analytics for Financial Services
Enrich the customer experience at every touchpoint and build relationships that last
Convert
Identify channels that drive the highest value customers
Engage
Uncover the customer journey and personalize the experience
Retain
Eliminate points of friction and find drivers of retention
Haven Life
How Aligning Data with Human Interest Improved the Customer Journey
Haven Life is setting a precedent in the financial service sector by listening to and serving customers in a way that sets the tone for a decades-long relationship. The company is on a mission to create a better experience for those looking to financially protect their loved ones with term life insurance — relying on modern technology to streamline the end-to-end buying experience. Behind the scenes, Indicative helps Haven Life translate data into functional stories that address customer needs.
- Understand who’s most likely to convert and why
- Unite technical and non- technical teams around quantitative stories and strategies
“Our customers recently went through what we call a ‘me-to-we’ moment — a major life transition such as getting married, buying a home, or having a baby,” says Matt Myers, Head of Customer Acquisition. “Our main use case for Indicative is to give us a full-funnel look at both macro (overall) trends and micro (individual campaign) results.”