Financial Services

Retail financial services is a mature and highly competitive industry.  Providers have invested heavily in product, distribution and technology infrastructure to develop any source of sustained differentiation in the marketplace.  At the heart of these efforts lies the use of information to provide superior customer value and experience.  While a select few organizations have driven significant profit impact through their use of information, most providers are frustrated with marginal and diminishing returns on these investments, despite the availability of very sophisticated data and modeling techniques. 

 

Rosetta has built its Financial Services practice around solving this core industry opportunity.  Rosetta is currently a leading provider of innovative sales and marketing campaigns that employ patented rules-based solutions to create personalized customer experiences for some of the leading global providers of deposit, credit card, investment management, consumer lending, and insurance products. 

 

Rosetta enhances the economic performance of traditional behavioral models with Personality scoring and campaign decision rules, enabling leading financial services organizations to:

 

• Attract more of the best customers for any particular value proposition
  
• Improve returns through more focused marketing spend
  
• Increase customer profitability by targeting and driving highly valuable behaviors
  
• Improve sales productivity by more effectively tailoring products, messages, and offers to key targets
  
• Create innovative value propositions grounded in deeper customer insight
• Track and optimize ongoing targeting across all channels, including direct mail, phone, Web, and face-to-face

 

As the competition for profitable wallet share continues to intensify, the demand for breakthrough marketing approaches such as Rosetta’s Personality Marketing System^SM has increased dramatically.  Going forward, Rosetta is singularly focused on continuing to develop increasingly dynamic, rules-based, sales and marketing solutions that will create even greater sources of differentiation for Rosetta’s clients with their respective customer franchises.