What We Do
Helping Financial Institutions Deepen Their Relationships With Customers
Put your customer insights into action
IFM has a highly qualified, experienced, analytical team that keenly identifies specific marketing lead opportunities for financial institutions through transactional analysis and behavioral data correlations.
Sales & Marketing
We can help you target customers, create personalized campaigns, and efficiently generate leads, which increases customer engagement and conversion rates, and optimizes marketing expenses.
Campaigns
Categorized transactions enable your bank to group customers based on their behaviors. Then, allowing you to implement more targeted and impactful marketing campaigns.
Personalization
Your customers’ spending habits and income patterns can be revealed allowing your institution to offer tailored financial services that suit the individual customer’s needs.
AI & Machine Learning
With normalized data, your AI projects can more accurately detect patterns and predict outcomes, such as campaign responders or customers at-risk due to declining transactions.
Benefits of Our Data Normalization and Transaction Analysis
Customer Loyalty & Retention
You can anticipate your customers’ needs, provide more personalized support, detect risks early, and improve their overall experience. This fosters loyalty and trust, boosting retention.
Deposit Growth
Develop targeted strategies to encourage customers to increase deposits, such as offering savings or investment products using comprehensive categorization of deposit transactions.
Deposit Risk Mitigation
Detect risks early, such as declines in your customers’ deposit frequency or amounts, allowing for proactive outreach to customers at risk of account closure, and adjusting marketing efforts to retain them.
Lending Growth
You can better assess credit risk, accelerate underwriting, identify lending opportunities, monitor borrower health, and tailor products—ultimately driving smarter, faster, and more targeted lending growth.
Life Event Detection
Uncover life events such as marriage or home purchases, enabling your bank to offer timely and relevant products, improving customer relationship, and retention.
Business Portfolio Growth
Recognize business clients through frequent high-value transaction patterns, allowing your bank to offer more targeted offerings like business loans or merchant services.
Wealth Group Portfolio Growth
Connect your customers with significant financial activity, such as high incomes or business ownership, which aligns with the needs of private wealth management, enabling highly personalized service offerings.
Proactive
Cross-selling
Pinpoint products or services your customers may need based on their transactional behavior, like offering savings or investment services to your customers who have significant increases in their money movement.
Data Management
Our data normalization and categorization processes ensure your transactions are clean and structured. This enhances accuracy making it easier for your institution to analyze data, leading to smarter decision-making and more effective marketing.
