Financial Services

Over the last 10 years both the number and the complexity of marketing campaigns has increased in a market where customers are more selective and knowledgeable, and have more information than ever to help make financial decisions. This competitive environment has required Financial Services organisations to have the functionality to carry out trigger based marketing.

Occam enables businesses such as RBS and Tesco Bank to execute event based activity, including; time on book, significant life events, transaction events (categories, change in spend) and changes in customer preferences. 

“Over the last 8 years of our relationship, the outsourcing of our Campaign Management function with Occam has consistently delivered efficient and accurate campaigns at a time of increasing volume and complexity, increased throughput of volume of campaigns and increased accuracy in campaign delivery, resulting in a model we are very happy with and a supplier we are happy to recommend.”

(Chris Bryson – Head of Business Analysis, Credit Cards, Royal Bank of Scotland)