
How We Do It
The Leader in Large Scale Transactional & Behavioral Analysis For The Banking Industry
Partner with IFM to get a real-time view of your customers
The highly experienced team at IFM will help your financial institution normalize your data and develop effective strategies leveraging the unique insights about your customers to augment your sales and marketing programs.

Customer Insight
IFM is uniquely able to provide a real-time view of the customer.

Cost Effective
IFM solutions are cost-effective solutions that help banks take their business to the next level.

Integration
IFM has successfully integrated with bank IT departments, data analytics teams, and other external partners to ensure timely implementation.

Data Security
IFM adheres to strict data security and compliance protocols and is SOC 2 Type 2 compliant.

The IFM Solution
Normalize
By cleansing and organizing your data, we empower you to make informed decisions and unlock actionable insights.


Advanced Data Cleansing Algorithms
By eliminating inconsistences and errors, we ensure the integrity and accuracy of your data, laying a foundation for reliable analysis.

Tailored Solutions for Informed Decisions
Whether resolving data descrepancies or reconciling formats for seamless integration, your data is optimized for insights.

Empowering Strategic Initiatives
With clean data, you can embark on new ventures, launch targeted marketing campaigns, and develop innovative products.
Recognize
Leveraging cutting-edge analytics, we delve deep into customer behavior to uncover trends, patterns, and opportunities.


Cutting-Edge Trend Analysis
These insights provide a comprehensive understanding of customer preferences to refine and enhance products and services.

Strategies For Business Growth
We craft personalized marketing and product strategies that resonate with your target audience, driving engagement and loyalty.

Elevating Customer Engagement
Create personalized customer experiences, anticpate needs, and foster long-lasting relationships.
Capitalize
Whether it’s detecting significant financial events or identifying potential marketing opportunities, our timely insights enable you to respond swiftly and effectively to changing market dynamics.


Proactive Opportunity Identification
By staying ahead of the curve, you can innovate your products and services, expand into new markets, and maintain a competitive edge.

Actionable Recommendations
Whether optimizing marketing campaigns, enhancing customer experiences, or mitigating operational risks, we empower you to make informed decisions and drive tangible results.

Performance Monitoring
Identify areas for improvement, optimize resource allocation, and drive operational efficiency.
Did You Know?
Relationship managers who use advanced analytics saw a 9% increase in portfolio growth over 12 months. They also recieved 5x more ideas for cross-selling to customers
Plus, they spent 90% less time on account planning, leading to more focus on growth initiatives
(McKinsey & Company)


The key to effective marketing and strong customer relationships lies in transaction analysis. Insight Financial Marketing can give that key to you. Trusted by the largest financial institutions in the U.S., IFM uses transaction data to clarify consumer behaviors, events, and more. These insights aren’t anonymized or user permissioned, but normalized and distributed to support your analyses, marketing, and modeling strategies.
To access more information about the services Insight Financial Marketing can provide your financial institution, provide your contact information access our resources.


