Curious about your users’ behavior?

Heap for Financial Services: real insights for real business results

Now that financial services are transacted online, companies need to offer compelling digital experiences and product offerings that are discoverable and easy to use.

Heap helps financial services companies pinpoint the behaviors that turn visitors into customers and identify the greatest opportunities to expand customer share of wallet over time.

Over 8,000 companies expand share of wallet with Heap

northwestern mutual
sendwave
esurance
freshworks
lending club
ratehub
oppfi
liberty mutual

Transform your customer journey, from first account to a lifetime of transactions

Build the best digital experience for your customers by understanding how account holders engage with specific features. Heap’s Digital Insights Platform answers questions like:

  • Does sending a friendly reminder to link a bank account during account setup improve customer acquisition?
  • Does a feature tour powered by an in-app guide improve retention for new account holders?

With each insight from Heap, FinServ teams move the big levers of growth: acquisition, conversion, retention, and expansion.

“Heap is the only tool I’ve encountered that lets everyone instantly answer business questions.”

lendingclub

Alan D’Souza, Director of Product Analytics

Maximize conversions and increase customer lifetime value

Surface the opportunities that matter most, faster than the competition

In financial services, user flows are often complicated, and you need to quickly and fully understand which paths customers are taking through your digital experience — and why.

Heap uses powerful data science to bring hidden friction and opportunities to light, so you can optimize your funnel and accelerate your business.

“Heap helps us identify, communicate and resolve issues faster. For example, even a 10% improvement in preventing breakages in our conversion rate translates into ~$1M in loan originations.”

oppfi

Matt Gomes, Senior Director of Marketing

Democratize insights through self-service analytics

Don’t let limited engineering resources or messy tracking plans block your organization from game-changing insights.

Heap automatically captures most customer interactions, and even non-technical teams can manage a complete set of user events, without ever touching the codebase. The path to building better customer experiences has never been clearer.

“We almost take it for granted now that every new feature that goes out has analytics on it so we can quickly see if people use it or not. That’s something we couldn’t take for granted a couple years ago.”

northwestern

Joe Pfeiffer, VP of Product

 

Power an entire data ecosystem

Whether you are a small FinTech startup or a large global financial services company, Heap brings behavioral data into your existing tools so you can immediately act on the insights you uncover.

Heap Activate automatically integrates with best-of-breed customer engagement platforms to help you personalize cross-channel messaging based on user behavior.

Heap Connect automatically integrates behavioral data with your Snowflake, Redshift, or BigQuery instance, so you can do advanced analysis in your BI tool of choice.

Starting with Heap is easy!

Try it yourself with our free 14 day trial or get a personalized demo with our team.