a division of R. L. Polk & Co.

Finance & Insurance

One view of data means more revenue and less cost

In the financial services and insurance industries, the drive for increasing share of wallet with customers is crucial to growth and profitability. To do so, organizations strive for a 360° view of their customers. Armed with a complete and accurate picture of your customers, you can cross-sell and up-sell to maximize your opportunity to provide a suite of offerings to your customer base.

The challenge is that, in many companies, these offerings operate as individual lines of business. Often these lines of business are invested in different systems to drive their respective operations and interactions with customers.

In order to maximize the efficiency of your marketing efforts to increase revenues and reduce costs, it is imperative that you consolidate the data from each of your systems and lines of business into one master customer database.

Leveraging a single view of the customer
We created OneView360° to make that step simple. OneView360° is a comprehensive data integration software solution for data management that automatically transforms data into a "Single Source of Truth" (SSOT), allowing you to make timely decisions and react to changing business conditions. The consolidation of customer information ensures a clean, accurate, consistent view of your customers.

Ultimately, OneView360° and Polk CDI can enable your business to:

  • Provide consistent customer experiences, regardless of touch point
  • Improve ability to cross-sell and up-sell
  • Optimize customer acquisition and retention programs
  • Enhance your ability to perform customer segmentation and targeting
  • Identify your most profitable customers
  • Reduce campaign overlap

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