Reach Borrowers at the Right Time with Activate’s Financial Services Journeys

As consumers’ shopping behavior evolves, marketers need to understand when consumers are in-market for financial services. We provide one of the earliest, privacy-forward indicators of in-market activity so you can know when to connect, and make it count.

As the lending market has seen increased volatility and climbing rates in the post-pandemic economy, consumers are embracing a saavy approach and taking a more critical look at their borrowing needs and options. This means that lenders must seek alternative, privacy-forward ways to identify and reach these consumers that are in-market for financial services. It’s not enough to just understand your ideal customer. You must also be able to reach them earlier in their shopping journey.

Traditional triggers such as credit alerts are often too late, as consumers are already down a buying path with your competitors. You need to be a helpful voice as they begin their shopping journey, giving you more time and predictability to influence decisions and drive profitable growth.

Our Activate solution puts these alternatives in reach.

Activate’s Financial Services Journeys Fuels Personalized Outreach

Activate witnesses consumers beginning their shopping journey across a vast network of financial services comparison-shopping sites. On a daily basis, we help identify when your high-value customers and prospects are most likely to be actively shopping for a lending product or service. Activate’s system is built to protect consumer data, only utilizing hashed identity markers and maintaining industry standard security protocols.

While Activate has always provided unique insights into borrowers’ shopping behavior across mortgage products, you can now access in-market signals across our expanded Financial Services Journeys. These include:

• Credit Cards
• Auto Loans
• Student Loans
• Personal Loans
• Mortgage – Purchase, Refi, Reverse, Heloc
• General Financial Services

By understanding the broader borrowing needs of customers and prospects in your CRM, you can identify acquisition opportunities and retention risks sooner—improving performance and profitability in a tough market.

Use Activate with Financial Services Journeys to:

• Expand marketing opportunities: Engage consumers with a broader range of lending products and services.
• Understand your customer: Gain a more holistic view of a consumer’s borrowing needs.
• Prioritize and personalize outreach: Confidently time and tailor your messaging for maximum shopper relevance.

The Leaders in Helping Lenders

Verisk Marketing Solutions helps many of the leading banking, mortgage, and insurance brands get in front of their competition by sending signals when their ideal customers or prospects show in-market activity. Built from the ground up to protect consumer information, all stored data is hashed and secure, as Verisk Marketing Solutions is committed to maintaining industry standards for data privacy.

Discover how to drive growth with Financial Services Journeys, and explore all Journeys available across Insurance, Banking, Mortgage, Higher Education, and more major life purchase industries.