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Finding Profitable Digital Banking Customers Your Risk Team Will Love

In this session, marketers will learn the power of deterministically verifying occupational and educational affiliation to drive marketing efficiency.


Are you declining valuable customers?
Are you attracting risky customers?

Digital marketing, credit, and risk teams have a challenging task. How do you attract and qualify customers for checking, personal lending and credit products that will be profitable long-term? Having the right digital marketing strategy is important. And so is having the right data and tools to use to meet your growth goals. In today’s fast-paced, competitive digital environment, marketing and risk teams need to find a balance marketing efficiency and customer profitability.

SheerID enables digital marketing, fraud and risk teams to efficiently acquire positively selected customers-based on their lifestage, occupation or employment-to instantly boost acceptance rates and increase the bottom line. In this session, Julie Cox, VP of Financial Services at SheerID and guest speaker Peter Wannemacher, Principal Analyst at Forrester will share with us the power of deterministically verifying occupational and educational affiliation to drive marketing efficiency. And risk teams will learn how these identity-based attributes are powerful predictors of future behavior.

Key Takeaways:

  • Learn what investments digital marketing teams need to make for success in 2022
  • Find out about new customer segments that are great acquisition targets
  • Discover new identity-based attributes that are good for marketing and boosting approval rates in the loan application process
  • Hear about how you can decrease false negatives to improve marketing efficiency and customer profitability
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