Financial Services Data

Complex market conditions, emerging competitors and the demand for more personalized experiences requires marketers to know more about their current customers. Resonate Financial Services data provides psychographics, intent, sentiment, personal values and motivations that drive today’s consumer decisions about who they bank or invest with and who they trust to serve their insurance needs.

Resonate Banking Data: 200+ attributes across our intent plus psychographics data set to identify and target bankers who are currently using a competitor and are looking to switch, why they are looking to switch, and what they value in their daily life that causes these decisions.

Resonate Investments Data: 300+ attributes across our intent plus psychographics data set to identify potential prospects who are looking for a specific type of investment firm, I.e., self-invested or via advisor, why they are interested in this type of firm, and what they value in their daily life or via a life event that causes these decisions.

Resonate Insurance Data: 150+ attributes across our intent plus psychographics data set to identify and target consumers who are currently using a competitor and looking to switch, why they are looking to switch, and what they value in their daily life that causes these decisions.

THE RESONATE DIFFERENCE – WHAT SETS OUR DATA APART
- rAI: Cutting-edge AI + consumer online behavioral & offline consumer data + Resonate’s ground truth powers a whole-human understanding with speed, precision & scale.
- Depth of Understanding: Psychographics, media consumption, behaviors & intent, demographics and product preferences provide the WHY behind consumer decisions.
- Continuously Refreshed: Keeping pace with the consumers by updating our models nightly.
- Individual Data: Data aligned to individuals, not households & connected to 1 billion devices.
- Most Predictive: Data sources that understand consumers today to predict tomorrow.

Source: rAI, the Resonate AI Data Engine, is a proprietary neural network that delivers an unparalleled consumer data set, powering a more complete understanding down to the individual level.

Expected workflow: Step 1: Work with your Resonate CSM to select the Resonate Data Append clusters that include attribute values which fulfill your business needs. Step 2: Create a table in your Snowflake account. Resonate accepts multiple types of IDs: Hashed Email (HEMs) and Mobile Ad IDs (MAIDs). Step 3: Share the table with Resonate once the data is loaded into the Snowflake table. Step 4: Resonate will process the data and create an output table for you. Step 5: You receive your output table in Snowflake. Navigate to ‘Private Sharing’ on your Snowflake account. You will also receive a definition file from Resonate via your CSM.