SAS® Marketing Automation for Financial Services

Higher cross-sell ratios. Sustainable growth. Greater customer loyalty. More profitable communications.

Did you know that 30 percent to 50 percent of a bank’s customer relationships are unprofitable? That’s a sobering statistic considering the amount of money financial institutions have invested in customer relationship management (CRM) projects. But research shows that most of those CRM projects have brought only efficiency gains – not profitability gains. Why?

In the Spotlight

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How to Lose Customers in Five Easy Steps 
Download this e-book to learn about five common practices that lead banks astray in their quest to maximize profitability.

Answer: a lack of customer intimacy. Without customer intimacy – the ability to understand and predict customer behaviors, motivations and needs – competitive advantage and increased customer profitability will remain elusive goals.

Improve the value of your customer relationships

SAS combines award-winning data warehousing and data mining with state-of-the-art campaign management to help you obtain customer intimacy and improve the value of your customer relationships. With SAS Marketing Automation for Banking and Financial Services, you can:

  • Gain a single, cohesive view of customers by collecting meaningful customer data in one place.
  • Ensure reliable customer data by cleansing, enriching, augmenting and summarizing data following reusable data quality business rules, all while maintaining an accurate audit trail.
  • Identify the most valuable households using segmentation, retention and cross-sell/up-sell analysis to match individual customers with the right products and services.
  • Execute timely, personalized campaigns that take into account customers' current and future needs.
  • Plan and manage every aspect of even the most complex, multilevel, multichannel campaigns from your desktop.
  • Learn from campaign results and build what you learn back into the process to improve future marketing efforts.

Why SAS for marketing automation?

  • SAS has more than 30 years' experience in all levels of banking and financial services – and industry-recognized leadership in analytics and customer intelligence.
  • Award-winning advanced, predictive analytics give you more accurate forecasting and insight into customers and households.
  • Prebuilt analytics designed specifically for banks – including models for cross-selling, retention and segmentation – enable analysts to spend more time discovering insights and less time administrating data or building models from scratch.
  • Faster implementation and quicker results – in months, not years – are possible since the solution is a component of SAS Banking Intelligence Solutions, a suite of software and services with proven, prebuilt processes, techniques and models designed specifically for banking and financial services.

For more information on SAS' comprehensive solution for managing every aspect of your customer campaigns, visit the SAS Marketing Automation site.

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