Give every customer the ‘personal finance’ experience

Deliver personalized experiences at scale using data that’s complete, trustworthy, and compliant.

For information about how Segment handles your personal data, please see our privacy policy.

Illustration: Twilio Segment personal finance experience

The world’s most innovative companies build winning customer experiences with Segment

Centralize and simplify customer data collection across online and offline touchpoints

Collect

See the complete view of your customer by unifying data across web, mobile web, apps, email, support, and offline interactions.

Understand

Identify traits of your high value customers and uncover key events along the customer journey that impact growth, engagement, and retention.

Centralize

Centralize and scale access to high-quality, secure data and deliver it to the tools and internal teams that need it.

Illustration: Centralize and simplify

Make informed decisions with clean and compliant customer data

Trust

Power your tools and product cross-sell recommendations with clean, reliable data.

Empower

Align your teams and tools with secure and consistent customer data.

Protect

Simplify compliance with automated data governance and real-time PII screening.

Illustration: Clean and compliant customer data

Personalize every interaction across the omnichannel customer journey

Build

Create real-time audiences and campaigns without relying on your engineering team.

Engage

Deliver personalized experiences wherever your customers are, whether in a local branch or online.

Retain

Use individualized data to drive the behaviors or product features that increase customer loyalty and engagement.

Illustration: Personalize every interaction

Why Every Fintech Business Needs a CDP

In this guide we discuss why a customer data platform may be the key ingredient for financial services & technology companies.

Access the guide
Guide: Why Every Fintech Business Needs a CDP

SECURITY HIGHLIGHT

Industry-leading Security & Compliance

Our commitment to security and compliance includes a comprehensive suite of certifications and attestations so you can trust that your data stays secure and compliant.

Certification: ISO 27001
Certification: ISO 27017
Certification: ISO 27018
Certification: CSA
Certification: SOC 2 Type 2

Use Segment to integrate with internal systems and best-in-class tools

Activate audiences in 300+ marketing and analytics tools in real time.

Illustration: Segment integrations

“Twilio Segment provided Earnest with a single user identity and consistent, granular customer data that the team needed to create the advanced, customized metrics to scale the affiliate program.”

Goutham Valeti

Head of Analytics

10x

loan volume growth and saved borrowers well over $100M

Getting started is easy

Start connecting your data with Segment.