Build customer relationships and reduce cumulative organizational risk using data and analytics tools. Whether you want to enrich your internal data or build models to predict fraudulent behaviour, we have the expertise to help you create customer-centric, scalable solutions that engage customers, win prospects, improve operations and drive business results.
Profile your best prospects and enhance the online application process by understanding their lifestage and financial well being. Differentiate your marketing messaging based on lifestyle, attitudes and values. Improve ROI on your media spend by investing according to your customers’ media consumption habits and preferred marketing channels.
Deliver an exemplary customer experience by understanding your base. Develop rich personas, outline their needs and then efficiently invest resources to develop next best products, identify cross-sell opportunities and improve retention. Optimize digital channels and leverage data to incentivize behaviours through wellness and loss prevention programs.
Broaden your analytical capabilities by augmenting your internal data with market data. Build stronger pricing and risk models with data such as demographic trends, wealth indicators, health behaviour, vehicle ownership and neighbourhood crime rates. Understand the health and wellness of the community, gauge your risk in the marketplace, and reduce the incidence of fraudulent claims.
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 insurance industry.
PRIZM segments Canada’s neighbourhoods into 67 unique lifestyle types and incorporates data from nearly a dozen demographic, marketing and media sources to help you better analyze and understand your insurance customers.
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.
Track neighborhood growth patterns and forecast trends with demographic data covering gender, age, education, housing, cultural diversity, occupation, income levels and marital status across a wide range of census and geographic areas.
MoneyMatters Powered by Canadian Financial Monitor (CFM) is a major source of household financial characteristics in Canada. It provides users with competitive insights, channel preferences and financial behaviour at the postal code level.
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 & Practice Leader
Catherine Pearson is Senior Vice President and Practice Leader for the finance industry. With over 25 years of sales and account management experience, she 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.
Account Manager
Lulu Tai works with clients in the finance and insurance industries. Combining her prior experience in the financial services industry with her roles at Environics Analytics, Lulu helps companies transform data into actionable insights to solve business challenges. She holds a Bachelor of Commerce degree with a focus on marketing from 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.
Implications of interest rate increases on discretionary spending.
Find timely analysis from our industry experts and insights on how organizations are looking to mobile movement data and data analytics to inform recovery planning.
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