Banking & Finance Intelligence

Analytics for Banking & Finance

Provide personalized service to your customers by understanding their engagement down to the last detail.

Personalized Customer Service

When dealing with something as sensitive as finances, customers appreciate personalized service. Woopra’s Customer Profiles show your team each customer’s activity, such as when they manage their account online or download reports. This real-time insight enables your reps to assist customers in a more personalized and productive way.

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Julia Chan
Hooli, Inc.
Profile Info
Name
Julia Chan
Company
Hooli, Inc.
Email
julia@hooli.com
Role
Marketing
Budget
$8,000
Gender
Female
Trial
Yes
Signup
08/10/2013
Today
Downloaded Mortgage rate sheet
1 hour ago
Transferred money into Savings
4 hours ago
Paid Credit Card $2,597
1 hour ago
Logged in as Julia
6 hours ago
Yesterday
Read a blog post
29 hours ago
Submitted a ticket
32 hours ago
Received email
33 hours ago
Submitted a ticket
40 hours ago

Embed Woopra’s Customer Profiles directly within the CRM or help desk your team is already using. Use Woopra's pre-built integrations with your existing tools, such as Salesforce, so that your reps won’t have to switch back and forth between applications.

Julia Chan
Hooli, Inc.
Profile Info
Name
Julia Chan
Company
Hooli, Inc.
Email
julia@hooli.com
Role
Marketing
Budget
$8,000
Gender
Female
Trial
Yes
Signup
08/10/2013
Today
Downloaded Mortgage rate sheet
1 hour ago
Transferred money into Savings
4 hours ago
Paid Credit Card $2,597
1 hour ago
Logged in as Julia
6 hours ago
Yesterday
Read a blog post
29 hours ago
Submitted a ticket
32 hours ago
Received email
33 hours ago
Submitted a ticket
40 hours ago

Real-time Campaign Reporting

Measure the effectiveness of your campaigns in real-time. Whether advertising or email, you can instantly see how your campaigns perform so that you can tweak them on the fly. Stop wasting money while you wait hours for campaign results.

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Funnel Analytics for Banking

Improve conversions by using Funnel Analytics to pinpoint where visitors are dropping off. For example, you can create a Funnel for a credit card application process to discover what hinders people from completing and submitting. You can also compare how different user segments move through the funnel to identify your best and worst performing types of customers. For example, you could compare user segments based on household income.

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