Accelerate Data-Driven Digital Transformation for Your Financial Services Business

According to Deloitte, financial services organizations will use 2021 to implement technology directly for enhancing efficiency. Trusted data intelligence and automated data management is the new currency in banking, credit, and capital markets.

Automated Data Management customer: Lindsey Petramala, Digital Marketing Manager, CSC Corptax

“Vertify helps us get the most out of Marketo. The power of having Marketo and NetSuite connected has been a game-changer. Sales and marketing are on the same page. Our sales team now has real-time visibility into customer and lead web activities and their responses to marketing campaigns.” 

Lindsey Petramala, Digital Marketing Manager | CSC Corptax

Generate Immediate Value

Get the most out of the systems you already have

Get started quickly by connecting the data from the sales and marketing platforms you use every day

Trust your data

Make sure your data is clean and enriched so that you can get the most out of your customer and prospect interactions

Outpace the Competition

Beat your competition without outpacing your marketing budget,

Measure marketing impact

In one place; out of spreadsheets and away from human error

It’s time to think differently about data for financial services. Your revenue teams need to be able to have seamless alignment and automated data management in order to execute quickly, safely, and with the customer’s best interests in mind. Allow Vertify to help. Check out the customer story below!

Financial services businesses are working to keep up with industry regulations, compete for the customer’s trust, and optimize a remote workforce. To accomplish these things companies are looking towards data automation and machine learning technology for assistance. Trusted intelligence from analytics can only come from accurate data. Vertify is here to provide effective and efficient data management and analytics capabilities to allow you to reduce risk and grow predictably.

Automated Data Management Customer Journey
Revenue Impact Dashboard (Automated Data Management)

Solve your data management challenges and then garner intelligence and behavioral intent analytics based on your customer and prospect data.