Financial Services

Stronger Prospects for
Financial Services Brands

 

Get the Guide

Created with Sketch.

Increase Sales

Give branches the demographic inisghts they need to increase sales within their client base.

Created with Sketch.

Boost Performance

Make data-backed recommendations on the products agents should be proposing to their clients.

Created with Sketch.

Maximize Operating Margins

Distribute key operational KPIs to show how each branch can lower costs and maximize profitability.

Unleash the Value of Financial Services Data

  • Distribute key customer demographic, purchase behavior, and loyalty insights back to district managers and store operators
  • Correlate local indicators with purchasing trends to proactively recommend portfolio products to individual agents and branches
  • Distribute the data branches need to maximize their operational efficiencies

Read more about the platform

Financial Services

Voice of the Customer

Hear How Dakota Network Enables Due Diligence Analysts and Asset Managers to Make Smarter Investment Decisions with Data-Driven Insights.

Great, I'm convinced!

Created with Sketch.

Forrester Wave ™

Enterprise BI Platforms With Majority Cloud Deployments, Q3, 2017.

Read the report

Created with Sketch.

GoodData

Platform Technical Overview

Read the whitepaper

Created with Sketch.

Eckerson Group

From Static Dashboards to Smart Analytics

Read the report