Use evidence-based decision making to meet the emerging needs of your customers. Data analytics can help you identify hidden opportunities, accelerate customer engagement, prioritize offers, influence digital adoption and identify at-risk members. Whether you are one of Canada’s Big Six, a direct bank or a fintech startup, we have the expertise to help you create customer-centric, scalable solutions for the rapidly changing financial services sector.
Develop custom segments that leverage your brand equity and align with your strategic goals and objectives. Create rich personas to improve customer experience and increase engagement. Bolster acquisition efforts by locating prospective customers and identifying new markets most likely to respond to your value proposition.
Use WealthScapes, our comprehensive database of financial behaviour, to model your customers’ potential value and prioritize resources. Predict next best products to accelerate your growth with new customers and proactively identify and engage at-risk customers.
Identify the drivers that influence adoption of web and mobile banking while optimizing your distribution strategy. Gain deeper insights into market potential to identify areas of opportunity and underserved markets. Analyze mobility data to understand visitor patterns at your branches and those of your competitors.
A key decision at the start of that journey is whether to buy your data and services or build your capabilities internally? Designed to help you begin to chart your course, this guide is complete with the considerations and insights you need to help you scale your data-driven efforts while balancing your organization’s short and long term needs.
Enhance your data with our privacy compliant, authoritative databases. Choose from over 45 databases including financial, demographic, segmentation and behavioural data. Here are a few of our popular databases that support the needs of the financial services industry.
Create custom B2B segments, customer segments and economic segments aligned with your business goals and objectives.
WealthScapes is Canada’s most comprehensive financial database. Built using authoritative data and sophisticated modelling techniques to quantify the assets and liabilities of Canadian households.
Using DemoStats, perform demographic trend analysis to create a long term location plan or segments based on shared characteristics. With DaytimePop, estimate at home and at work populations during regular business hours.
Check the financial pulse of your customers. WealthCare is a proprietary scoring system that identifies the financial wellness of your customers so you can support them on their financial journey in more relevant and meaningful ways.
Our consultants have the strategic expertise and sector experience to help address your key business challenges. Many of our clients work with us as a seamless extension of their team and think of us as their competitive advantage.
Senior Vice President and Practice Leader
Catherine Pearson is Senior Vice President and Practice Leader for the finance industry. With nearly 25 years of sales and account management experience, Catherine provides companies with extensive consulting and applications support to implement their marketing programs and custom modelling solutions. A frequent speaker at conferences sponsored by industry and trade groups, she earned an honours degree in business from the University of Windsor and a bachelor’s degree in sociology from the University of Western Ontario.
Vice President of Business Development
As Vice President of Business Development, Michael provides high-quality service and support for Environics Analytics’ applications and data products. With more than 20 years of experience, he has lead responsibility for helping banks and financial institutions implement their marketing programs and custom modelling solutions. Prior to joining Environics Analytics, Michael had a successful career at Canadian Imperial Bank of Canada (CIBC) managing numerous products with their retail and small banking division. Michael holds a Bachelor of Arts degree from Concordia University.
Vice President Consulting Services
Sharon helps clients develop actionable data strategies to uncover insights that lead to business growth. She has more than 25 years of experience in CRM, focusing on acquiring customers to maximizing customer loyalty, engagement and profitability. Earlier in her career, Sharon led the account services team at OgilvyOne and served as Director of Response Marketing at ING Direct (now Tangerine). Prior to joining Environics Analytics, Sharon headed her own consultancy practice, designing strategies for customer communications and loyalty programs. She has an MBA from the Schulich School of Business at York University and a Bachelor of Commerce degree from the Rotman School of Business at the University of Toronto.We’ve got the expertise to help. With decades of leadership and experience in the industry, we are the only analytics firm in Canada to offer our broad range of privacy compliant, consumer and business databases, proprietary software and team of industry professionals.
Our industry experts publish timely analysis of government data releases, opinions on industry trends and insights on how organizations are embracing big data and analytics to help you stay informed.
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