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Key Considerations When Choosing Financial Service Intent Data

Cyder's platform is designed to provide real-time customer intent triggers to your existing marketing platforms. This means Cyder works with your existing tools and requires minimum process change.

  • Quality. Accuracy plays a huge role in the quality of intent data. Be sure to choose a provider that offers accurate, up-to-date information and provides high-quality data.  One of the best ways to ensure consistent quality is to apply customer scoring to the parameters of the intent signals.

  • Quantity. Quantity of intent data is also important for segmenting your prospects and creating targeted lists. Intent is not just a point in time.  It morphs over the length of the customer journey, and therefore needs to be augmented with fresh interest data and updated scoring.

  • Relevance. To be useful, intent data must be relevant to your business. Be sure to choose data specific to your financial service product offerings; this will help you reach your target audience better.

  • Actionability. Intent signals give you the first mover advantage so critical to boosting response and conversion rates.  Make sure you are getting intent signals instantly and that the provider can integrate with the solutions enabling you to reach out to customers right away.

  • Ease of use. Intent data should be easy to use and understand. Be sure to choose a provider that offers an easy-to-use platform, and the support you need to make the most of the data.

  • Cost. The cost of intent data is also an important consideration. Be sure to choose a provider that offers competitive pricing, fits your budget and can help you get a good return on investment (ROI).

  • Exclusivity.  The last thing you need is an intent solution that shares your customers' intent signals with competitors.  Make sure your intent signals are specific and exclusive to your customers.

Not all types of intent data are the same. Some vary depending on the products or services being offered. When choosing intent data for your financial service firm, there are 7 key considerations to keep in mind:

Key Considerations:

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