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Retaining existing account owners through digital

A leading Fortune 100 financial services organization wanted to expand their marketing beyond email and direct mail to message current account owners, all while maintaining the highest standards of PII security. After one year, they could message 89% of current customers with personalized messages.

  • increasing bar graph

    $168+

    ROAS
  • Analytics metrics dashboard icon

    $72M+

    contribution growth

How We Did It 843x499-3

Industry-leading matching accuracy 

Epsilon onboarded the Fortune 100 financial services organization’s customer file while adhering to the industry’s strictest data privacy procedures. Each profile across 200+ million real people is linked to a unique ID and stripped of all Personally Identifiable Information (PII). With our industry-leading 96% matching accuracy, they found and messaged the right customers across devices.  

After one year, they could message 89% of their current customers with personalized messages. 

Industry-leading matching accuracy led to messages that generated $168+ ROAS and $72M+ contribution growth.

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