Financial Services

Activate the customer data you already hold.

You hold transaction behavior, verified identity, and life-event signals no tech platform can match. Only 4% of European banks activate it at scale. The gap isn't data. It's activation.

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A selection of our customers
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The challenges financial services leaders are navigating

Your data is the richest in any sector. Your campaigns don't reflect it

You hold a more complete picture of your customers than almost any organization on earth. Yet marketing still files tickets to build a segment, and by the time a cross-sell signal is actionable, the moment has passed. Banks that move from batch exports to real-time decisioning see 3 to 5 times higher conversion on digital offers. Most haven't moved.

Every personalization initiative hits a compliance wall

Every personalized campaign clears a compliance review. Fair-treatment obligations, suitability rules, and shifting consent leave campaigns either generic and safe or effective and too late, and PSD3 in July 2026 only adds to it. The institutions winning on personalization build governance into the data layer itself, not into a six-week approval queue.

You can see the relationship fragmenting. You can't intervene in time

Customers don't churn dramatically. They add a Revolut account and gradually migrate activity there, and by the time product-holding ratios drop in quarterly reporting, the primary relationship is already at risk. Intervening in time takes real-time signals activated before the relationship fractures, not a new campaign calendar.
Adobe Gold Solution Partner

What we build with you

We work exclusively with Adobe. That means deep, specific expertise in the tools financial services teams use to activate customer data, not generalist consulting applied to a stack we half-know.
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Unified customer intelligence across products and channels

Most banks hold data across core banking, CRM, digital, and product systems that were never connected at the marketing layer. We implement Adobe Experience Platform and Real-Time CDP to build persistent, unified profiles that cross those boundaries, giving marketing and product teams one activation layer instead of separate extracts per team.

Journey orchestration with compliance built into the architecture

We implement Adobe Journey Optimizer with compliance embedded at the data layer: consent signal flows, suitability guardrails, and audit trails as part of the infrastructure, not managed by hand in a spreadsheet. Teams move faster without moving outside regulatory bounds, so more campaigns reach more customers rather than fewer surviving compliance.

Analytics your marketing team can act on directly

Most financial services marketing teams receive reports. We build environments where they generate insights themselves. Customer Journey Analytics gives CMOs and their teams real-time visibility into cross-channel behavior and journey paths without filing requests to the data team. When a cross-sell trigger fires, the people who need to act on it see it first.

The data foundation financial services personalization requires

Activating Adobe's full stack in a regulated environment takes architecture most institutions don't have by default. We handle the migration work, Web SDK implementations, identity resolution across products and channels, and tag management in compliance-sensitive environments, so the platform runs the way it was designed to, on infrastructure built for your context.

YouSee logo
+75%
Upgrade conversions
-53%
Churn reduction
+330%
Self-service migrations

"We didn't patch the past, we engineered the future. Our Adobe foundation proves that real-time empathy can scale seamlessly across every channel."

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Lasse Schmidt, Digital Transformation Director at YouSee
Lasse Schmidt
Digital Transformation Director, Brand & Marketing, YouSee