Skip to content

Financial Services
industry solutions

Data strategies tailored to financial services—faster prospecting, lower CAC, clear attribution.

Get Started Talk To Sales

Why DataShopper for Financial Services

Playbooks, audiences, and activation tuned for Financial Services.

Investor & Borrower Targeting

Reach accredited investors, mortgage/HELOC prospects, and high‑intent card applicants with risk‑aware rules.

Compliant Activation

Honor opt‑outs and leverage hashed IDs and clean‑room matching for safe list uploads.

Income & Asset Signals

Blend intent with income bands, property and asset signals to improve qualification rates.

Channel Flexibility

Push to ads, trigger direct mail, or export to CRM for advisor outreach.

Fraud & Duplication Controls

Built‑in deduping and suppression to reduce waste and protect CAC.

Attribution Ready

Close the loop with matchback and mail‑to‑sale reporting.

Talk to a Financial Services Strategist

Bring your goals—leave with the first audiences ready to ship.

Book a Meeting

How can DataShopper help?

From uncovering anonymous visitors to activating data across direct mail, ads, and email—we power smarter marketing through identity, insight, and automation.

See what's possible

Real-time Identity Resolution

Reveal who's visiting your site and turn traffic into leads.

Get started

Audience Activation

Reach your ideal customer across every major channel—automatically.

Get started

B2B & B2C Contact Data

Tap into intent driven consumer and business profiles at scale.

Get started

White-Label & API Access

Plug into our platform with our API or offer it as your own.

Get started