Driving compliance and precision: Household-led data strategies for financial services

Refocusing your data acquisition from device-centered to people-centered

August 19th, 2024

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Home is where the data is guide cover

As the digital ecosystem evolves, financial services marketers face an urgent need for a paradigm shift in data acquisition practices. Finding reliable and compliant data sources for audience targeting has become a critical concern. Now is the time to evolve and adopt more precise, efficient and resilient data sources by transitioning from device-centric to people-based marketing.

In this Quad Insights guide, we delve into how focusing on the household in data addressability can enhance personalization and engagement across the omnichannel experience.

Key takeaways:

  • Actionable data: Connect siloed marketing data to the living, breathing people your business wants to reach.

  • Household as an identifier: By using the household as a key identifier, financial services marketers gain a variety of options for engaging their target audience.

  • Compliance and cost transparency: This method aligns with regulatory requirements and enhances cost transparency, ensuring the marketing budget is spent wisely and effectively.