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VBIS for Financial Services.

Site Intelligence works with a number of financial service organizations including:

• Royal Bank of Scotland • Tesco Personal Finance • Lloyds Insurance • Lloyds TSB • Cooperative Insurance Services • Cooperative Bank • Smile Bank • Direct Line • Churchill Insurance • Nationwide • Swinton • Liverpool & Victoria • Privilege

With many financial services customers opting for an in-house solution, Site intelligence actively works with these customers to ensure 100% integration with their existing technology platform before ensuring all business managers engaging with the system are fully trained to gain maximum benefit.

Our business analysts and technical support teams provide day to day and project based support, whether you opt for in-house or SaaS solution, to ensure your immediate and long terms needs are met.

The growth of online banking and financial marketing has meant financial marketers need to continually differentiate their product from the competition. Acquisition and conversion are no longer the primary winners.  The need is to focus on retention and optimisation.  VBIS provides the industry’s most accurate data collection and analysis, to help marketers drive down the cost of acquisition, increase retention levels and simultaneously increase cross and up sell opportunities.

VBIS v5 includes an enormous upgrade in data processing and speed of reporting which for large ‘data hungry’ sites like insurance, credit cards and home borrowing can provide fast turnaround intelligence which can affect both revenue and competitive advantage for instance with ppc advertising / keyword search.

VBIS business intelligence can be greatly enhanced through the ability to overlay on-line activity with other customer information contained within the organisations CRM systems. The benefit is in developing an integrated business wide solution to provide a single customer view and increase customer lifetime value.

Key Performance Indicators.

Keep daily track of key measures like search engine rankings, PPC / CAP and abandonment rates.

Email marketing. Compare conversion and actual gross margins versus PPC / CPA using VBIS correlation view hotspot analysis.

Path and Navigation View. Test different click stream to shorten order and data capture requirements. Optimise your website to maximise cross sell / ‘multi – buy’ opportunities.

Customer Grouping. Build and identify customer segments by value over time

Campaign management. Total campaign management across direct and indirect marketing activity

If you would like to find out more regarding our Financial Services proposition please contact our financial services specialist at


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Tel: +44(0)870 420 5933 Address: Harwell Innovation Centre, 173 Curie Avenue, Harwell Science and Innovation Campus, Didcot, Oxon, OX11 0QG

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