Finance

Put the relationship in relationship banking

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.

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Put the relationship in relationship banking

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Intelligent Self-Serve Segmentation
showcase features

Intelligent Self-Serve Segmentation

Use machine learning to segment audiences and target your messaging to cross-sell free checking account holders to savings accounts, advisory services and more.

  • At Risk Customers

    At Risk Customers

  • High Potential Buyers

    High Potential Buyers

  • Seasonal Spenders
    Seasonal Spenders
  • Regular Loyalists
    Regular Loyalists
  • Likely Winback
    Likely Winback
  • RFMD Segments
    RFMD Segments
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Activate Data Across your Favorite Marketing and Sales Tools

Send customer segments from your data warehouse to your favorite destinations.

Braze
Growth

Braze

Export customer lists from your Data Warehouse to Braze to engage them with email and push notifications.

Marketo
Growth

Marketo

Export customer lists from your Data Warehouse to Marketo to engage them with email.

Salesforce
Enterprise

Salesforce

Export customer and lead lists from your Data Warehouse to Salesforce to engage them with sales outreach.

Salesforce Pardot
Enterprise

Salesforce Pardot

Export customer and lead lists from your Data Warehouse to Salesforce Pardot to engage them with marketing outreach.

Intercom
Growth

Intercom

Export customer lists from your Data Warehouse to Intercom for targeting with push notifications and for customer service.

Google Ads
Base

Google Ads

Export audiences from your Data Warehouse to Google Ads to re-engage with your customers across Search, Shopping, Gmail, YouTube, and Display Ads.

Facebook Ads
Base

Facebook Ads

Export audiences from your Data Warehouse to Facebook Ads to re-engage with your customers across Facebook, Instagram, and WhatsApp.

TikTok Ads
Growth

TikTok Ads

Export audiences from your Data Warehouse to TikTok Ads and re-engage with your customers as they view videos on TikTok.

Active Campaign
Growth

Active Campaign

Export customer and lead lists from your Data Warehouse to Active Campaign to engage them with marketing outreach.

Segmint
Enterprise

Segmint

Export audiences from your Data Warehouse to Segmint and engage your customers.

Create Customer Segments with No SQL Required

Now any team can build customer lists in your Data Warehouse for sales and marketing campaigns in minutes, no SQL required.

  • Visual Audience Builder

    Visual Audience Builder

  • SQL Audience Builder

    SQL Audience Builder

  • Share Audiences
    Share Audiences
  • Audience Templates
    Audience Templates
  • Approvals and Governance
    Approvals & Governance
Flywheel self serve web interface

Everything Stays in Your Data Warehouse

Launched directly on Snowflake, BigQuery, or Redshift, so your customer data always stays exactly where it should be.

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Data Warehouse sending data to Marketing Platforms

Industry Resources and Use Cases

  • Visual Audience Builder

    Visual Audience Builder

  • SQL Audience Builder

    SQL Audience Builder

  • Share Audiences
    Share Audiences
  • Audience Templates
    Audience Templates
  • Approvals and Governance
    Approvals & Governance
Product
How to Activate Data from BigQuery to TikTok Ads

How to Activate Data from BigQuery to TikTok Ads

Learn how to activate customer data from BigQuery to TikTok Ads in the time it takes to brew a cup of coffee.

Katharine Toll
Katharine Toll
What is CDP Identity Resolution Missing?

What is CDP Identity Resolution Missing?

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.

Anthony Rotio
Anthony Rotio
Marketing
How to Get Customers Through Your Onboarding Process Faster

How to Get Customers Through Your Onboarding Process Faster

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.

Alison Sperling
Alison Sperling

Drive Revenue with GrowthLoop

Here are the most common use cases we see with GrowthLoop.

  • Visual Audience Builder

    Visual Audience Builder

  • SQL Audience Builder

    SQL Audience Builder

  • Share Audiences
    Share Audiences
  • Audience Templates
    Audience Templates
  • Approvals and Governance
    Approvals & Governance
Re-engage churned customers via email with a special offer
Re-engage churned customers via email with a special offer

Re-engage churned customers via email with a special offer

Some customers will churn. That is the reality of business. However, with GrowthLoop, you can easily create an audience of churned customers and send them a special offer via Mailchimp to win back!

All

Marketing

Re-engage users that fell off your Sign Up Flow
Re-engage users that fell off your Sign Up Flow

Re-engage users that fell off your Sign Up Flow

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.

Software

Email Marketing

Re-engage users that fell off your Sign Up Flow Months Ago
Re-engage users that fell off your Sign Up Flow Months Ago

Re-engage users that fell off your Sign Up Flow Months Ago

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 GrowthLoop. Re-engage them through Facebook Ads to remind them to complete sign up.

Software

Marketing

Send a reminder email to users who have installed the app and registered an account, but have not yet completed the verification step.
Send a reminder email to users who have installed the app and registered an account, but have not yet completed the verification step.

Send a reminder email to users who have installed the app and registered an account, but have not yet completed the verification step.

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.

Financial

Email Marketing

Acquire customers that look like your best customers with Google Ads
Acquire customers that look like your best customers with Google Ads

Acquire customers that look like your best customers with Google Ads

Send your top customer lists from BigQuery to Google Ads and use the power of Google's data to find customers that look like them.

Retail

Marketing

Looking for guidance on your Data Warehouse?

Supercharge your favorite marketing and sales tools with intelligent customer audiences built in BigQuery, Snowflake, or Redshift.

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