Data-Driven Solutions For Financial Services - TARTLE (2024)

A Secure Global Marketplae for Data

TARTLE is the most advanced global real-time human intelligence and
analysis platform for immediate access to your clients to build relationships
through ethically sourced, state-of-the-art encrypted first-party data.
Designed with security in mind for protected financial data and personally
identifiable information (PII), TARTLE also provides tools for visualization
and analysis for intelligence-driven decisions for financial institutions.

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Discover the Power of TARTLE Financial Data

Our peer-to-peer approach unlocks zero and first-party data giving you direct access to the most comprehensive financial data across every touchpoint.

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The future of financial services will

be contested in five cross-industry

competitive arenas. In the next

decade, revenues for all these

arenas could grow by as much as

three to 30 times.

Source: McKinsey & Company

We Specialize in 360-degree Complete Consumer Profilewith Native CRM and CDP Mapping. Furthermore,TARTLE Delivers Comprehensive AI Analysis andReporting for Immediate Actionable Insights.

Our approach uses ethical zero, first-party, and proprietary data to give you access to the most comprehensive consumer and financial data across all touch points. We deliver unprecedented insights directly to financial institutions. Allowing you to leverage TARTLE data for personalization and stronger client engagement.

We've Built a D2C Infrastructure and Strategy that willCreate a Single Source of Truth for your Financial Data.

Access to TARTLE's consumer financial data can inform everything from productdevelopment, decisions to targeting market, sales efforts, and even unlock new consumersegments generating new revenue streams and business models. Our state-of-the-art data encryption and marketplace technologies help accelerate innovation and creating datarelated to both transactions and customer interactions.. In addition, the data can drive thedevelopment of artificial intelligence giving financial institutions advance personalization,convenience, and automation capabilities.

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Data Has Become Banking's Most Important Commodity.

- Global Banking & Finance Review Article

Why TARTLE Data is MoreImportant Than Ever?

TARTLE's team of engineers and data scientists created a platform that does the hard work to make sure your data is ethical, secure, and reliably ready to use. Schedule a call with us.

Here's what you can expect:

  • Rest assured our financial services industry data teams work with the world’s leading institutions.
  • Our data experts will work with you to understand your current data strategies and use cases.
  • Through a personalized call, our financial services solutions team will figure out the best-fit
    strategy for your business needs.
  • We will help you build a simple, scalable bespoke solution at speed for any complex data requirement.
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Create a 360 Degree
Complete Consumer Profile

Problem: Financial Consumers across the web, apps, and other touchpoints are fully identified by multiple anonymous profiles.

Solution: Through consent the TARTLE marketplace combines these profiles to gain a deeper understanding of what motivates clients to act across various channels, devices, and platforms. We educate, ask, and combine them into the TARTLE Complete Consumer Profile.

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Customize your Digital Relationships with Zero and First-Party Data

Use the global TARTLE Marketplace to customize your approach to fill product gaps, create digital service experiences, and service options for better client experiences and strengthened business relationships. — all using one integrated platform. Based on these inclusive data insights, you can adapt your channel, your message, and your content to personalize the experience and build data -mediated relationships between consumers at scale.

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Don't Just Rely on
Client “Intent” Data

Success depends on using client data to deliver the right content to the right person at the right time. Additionally, in a cookieless future world where access to third-party data is restricted, being able to use zero and first- party data for targeting becomes even more important.

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Stay Ahead of Changing
Client Preferences

Clients should be listened to and understood as individuals.
We believe that the only way for financial companies to compete and grow is by adopting a digital system that can speak directly to the client and respond in a personalized way. This might involve bespoke pricing, matching life needs with services, or providing insights to boost financial well-being.

Why Choose Us?

TARTLE is a scalable data marketplace that delivers unprecedented real-time insights about your brand, products, competitors, and trends directly from existing and new consumers.

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Data Integration Across Platforms

Consumers actively integrate their outsidedata accounts in secure data vaults, solvingthe industry issue of siloed financial data.Financial intuitions can gain a competitiveadvantage by recognizing and anticipatingnew business ventures as well as retain andacquire new clients.

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Identity Settlement and Profile Building

Having a Complete Consumer Profile makes iteasier to communicate with clients at theright time without wasting advertisingdollars and help detect fraud, expand creditdecisions, improve collection strategies,forecast liquidity needs, mitigate risks anddecrease costs.

Who We Serve

Clearinghouses
Commercial Banks
Credit Card Companies
Credit Unions
Currency Exchange Services
Custodian Banks
Family Offices
Finance Companies
Financial Cooperatives
Financial Markets
Fintech
Hedge Funds
Holding Companies

Insurance Brokers
Insurance Companies
Insurance Underwriters
Internet Banks
Investment Banks
Investment Funds
Investment Management
Investment Trusts
Mortgage Companies
Mutual Funds
Payment Processors
Pension Funds
Private Banking

Private Equity
Rating & Credit Agencies
Real Estate Companies
Reinsurance Retail Banks
Savings and Loan (S&L) Associations
State Banks
Stockbrokers
Tax and Accounting Firms
Venture Capital
Wholesale Banking

Key Benefits

  • Create Personalized Client Experiences
  • Build Relationships
  • Build Predictive Models on Client Behavior Data
  • Improve Cross-Selling Efficiencies
  • Comply with GDPR & CCPA
  • Record of Exchange
  • Zero and 1st Party (Source Data)
  • Stay Ahead of Changing Consumer Preferences
  • Enhanced Client Profiles
  • Transform Your Data Into Actionable Insights
  • TARTLE is the Fuel that Runs your Data Engine
  • Integrated Directly into Enterprise CRM
  • Build a Single Source of Truth for Consumer Data
  • Enrich Your Existing Data
  • Discover New Audiences
Data-Driven Solutions For Financial Services - TARTLE (2024)

FAQs

What is the meaning of digital financial services? ›

Digital Financial Services (DFS) include a broad range of financial services accessed and delivered through digital channels, including payments, credit, savings, remittances and insurance.

What is a digital finance company? ›

Digital finance is the term used to describe the impact of new technologies on the financial services industry. It includes a variety of products, applications, processes and business models that have transformed the traditional way of providing banking and financial services.

Is life insurance a financial service? ›

Other financial services

Conglomerates – A financial services company, such as a universal bank, that is active in more than one sector of the financial services market e.g. life insurance, general insurance, health insurance, asset management, retail banking, wholesale banking, investment banking, etc.

What is the importance of digital finance? ›

With digital financial management, you can forget endless piles of paper. Many common tasks can be performed faster or even automated altogether. Receiving and sending invoices is a good example of such tasks. You no longer have to send invoices by post or spend time opening envelopes.

What is the difference between fintech and digital financial services? ›

In conclusion, digital banking and FinTech represent two distinct, yet interconnected, facets of the financial industry. Digital banking focuses on providing traditional banking services through digital channels, while FinTech encompasses a broader spectrum of financial technology innovation.

What are key areas of digital transformation in financial services? ›

Digital Transformation in Financial Services

Digital transformation in the financial sector involves various technologies such as cloud computing, data analytics, artificial intelligence, machine learning, and the Internet of Things (IoT).

What are the components of digital financial services? ›

Defining the key components of “digital financial inclusion”

There are three key components of any such digital financial services: a digital transactional platform, retail agents, and the use by customers and agents of a device – most commonly a mobile phone – to transact via the platform.

What are examples of digital finance? ›

Digital finance encompasses various financial technologies or FinTech including digital wallets, mobile banking, online payments, robo-advisors, and more.

What are the benefits of digital financial services? ›

The benefits include convenience, ensuring digital access to additional financial services, generating useful data to improve customers' welfare, increased safety, enabling the democratisation of financial services, improving social welfare and economic growth, reaching the poorest in remote areas, and increasing ...

What are the objectives of digital financial services? ›

Digital financial services, powered by fintech, have the potential to lower costs by maximizing economies of scale, to increase the speed, security and transparency of transactions and to allow for more tailored financial services that serve the poor.

What are the risks of digital financial services? ›

The dangers posed by fintech to consumers can be broadly categorized around loss of privacy; compromised data security; rising risks of fraud and scams; unfair and discriminatory uses of data and data analytics; uses of data that are non-transparent to both consumers and regulators; harmful manipulation of consumer ...

What is application of digital financial services? ›

Today using computers and mobile phones, a person can access his/her bank account, verify account details, transfer funds, deposit cash, renew deposit, pay bills, book tickets, etc. Also, the invention of ATMs reduced the time taken to withdraw money from banks.

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