Activate for Consumer Finance RETENTION

Identify potential at-risk customers using Activate to monitor your current customers for in-market shopping behavior.

Know which of your customers are shopping, as well as those who aren’t, so you can accurately target and prioritize retention-based marketing campaigns.


  • Prioritize and tailor consumer outreach based on changes to your customers’ in-market activity.
  • Proactively reach out to consumers with relevant content or engagement to service their account.
  • Reduce customer churn by influencing the decision process before it’s too late.


Activate monitors shopping behavior across multiple journeys in Consumer Finance:

  • Homebuyers
  • Mortgage – New Home Purchase
  • Mortgage – Refinance
  • Mortgage – HELOC