Amplitude for Financial Services

Financial services analytics

Create personal experiences, drive new opportunities, and win loyal customers using all your data.

Financial services analytics

Data analytics and experimentation in one self-serve platform

Increase transactions
Create one source of truth

Connect every data source to truly understand your customer journey, advance a data-driven culture, and empower teams to answer critical questions without outside help.

Improve user retention
Personalize experiences

Drive retention using data-driven insights to optimize experiences, make relevant offers, and personalize your product to customers based on risk level and financial health.

Build relationships at scale
Drive growth

Increase conversions and transactions using behavioral analytics to segment user groups, streamline onboarding, and enable new business models that meet ever-changing customer expectations.

These financial services teams are making data work for them

Transform your data into a competitive advantage

Create a seamless multichannel experience using scalable, self-service analytics to unify siloed data, generate new revenue streams, and accelerate strategic decision-making—for a reimagined banking experience that attracts lifelong customers.

Real-time insights into the evolving customer journey

Personalized banking

Test and deliver tailored experiences and campaigns across user segments based on risk level and financial health, sending targeted offers at the right time to drive customer engagement and satisfaction.

Increased transactions

See which product features, channels, and campaigns drive value—and where customers drop out—then invest in the experiences that grow transaction size and frequency.

Seamless onboarding

Find the friction points during product signup and onboarding to deliver a convenient, streamlined experience that activates and retains more customers.

Cross-sells and upsells

Predict opportunities for cross-sells and upsells by identifying which customers are most likely to convert at key moments, and increase your share of wallet.

Funnel Analysis

See the big picture at a glance

Visualize common pathways within your cross-channel user journey to find friction points and optimize for the seamless experience your customers expect.

  • Compare users groups that convert to those that drop off
  • See how many customers sign up, then open a checking account
  • Segment by user attributes or actions to see which customers convert
  • Discover high-value onboarding actions at a glance
See the big picture at a glance

Identify what’s working

Compare product engagement between user groups to see exactly how campaigns, channels, and feature adoption impacts your downstream metrics.

  • See your top-performing campaigns, channels, and messaging at a glance
  • Build lookalike audiences to find more customers interested in top products
  • Pair with experimentation to optimize funnels with new features and messaging
Identify what’s working

Map your customer journey

Visualize any number of user journeys in one timeline. See events in sequence to learn where users drop off, and why.

  • Identify user journeys that lead to conversion, multiple transactions, or drop-off
  • Group users into cohorts for targeted offers that increase conversions
  • Link business decisions to outcomes by measuring new product experiences
Map your customer journey
Retention Analysis

Learn how to reduce churn

Segment user groups to discover the actions and pathways that correlate with high lifetime value, using insights to optimize experiences and drive retention.

  • See who returns after an event like opening a checking account, and how often
  • Find which product features and experiences lead to retention—or churn
  • Identify your power users and their shared attributes
Learn how to reduce churn
Amplitude Audiences

Optimize with machine learning

Surface significant opportunities with Amplitude’s self-serve recommendation engine—a machine learning tool that uses predictive analysis to find hidden patterns in data.

  • Target an outcome, add user preferences, and receive data-driven recommendations
  • Optimize your product experience for conversion, upsells, and cross-sells
  • Democratize insights within a single shared dashboard
Optimize with machine learning
Amplitude Experiment

Test experiences at any scale

Use built-in A/B testing to measure impact, validate possibilities, and drive growth with confidence. All your product data is natively-integrated, so insights come seamlessly.

  • Create metrics then test exactly what you need—without analyst support
  • Refine personalization, improve onboarding, and boost conversions with real-time insights
  • Discover what users like best, then double down on what works
Test experiences at any scale

“Amplitude has become invaluable to WeMoney, and it’s paid for itself 20X over in terms of ROI. Compared to my past experiences with data analytics, it’s saved us from the painful process of guesswork or floundering around to answer questions.”

Dan Jovevski

A trusted name in data analytics

#1 rated product analytics platform for 2021, 2022
#1 rated product analytics platform for 2021, 2022
Named a “Strong Performer” in digital intelligence platforms
Named a “Strong Performer” in digital intelligence platforms
4.5 out of 5 stars
4.5 out of 5 stars

How financial leaders use Amplitude to stay competitive

Square Scales Trusted Insights Across Teams
Square Scales Trusted Insights Across Teams
Intuit Drives Engagement with a 360-Degree Customer View
Intuit Drives Engagement with a 360-Degree Customer View
Dave Boosts Retention 5.7x with Amplitude Audiences
Dave Boosts Retention 5.7x with Amplitude Audiences

Get started with financial services analytics

Deliver the modern product experience your customers want today—and whatever comes next—with actionable insights anyone can access with a few clicks.

Frequently asked questions

Yes, Amplitude offers pre-built integrations for over 60 popular platforms and tools, with more on the way. Turnkey integrations include CRM platforms like Salesforce and Hubspot, marketing platforms like Marketo, Braze, and Mailchimp, as well as ad platforms like Facebook and Google Ads.

Amplitude lets you track and measure real-time data from the entire omnichannel customer journey. Our platform ingests customer data from marketing platforms, data warehouses, customer data platforms, digital channels, IoT devices, attribution vendors, and many more. Every unique data point combines in Amplitude to give you a 360-view of your customers.

Amplitude offers a usage-based pricing model based on your number of monthly tracked users (MTUs). Choose from three pricing plans. If you have more than 1 million MTUs, our accounts team can help you with event-based pricing that scales depending on how many events you'd like to send per month.