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The best CDP for financial services

The marketing you’ve always wanted with the data security you need

Hightouch lets marketers use the data you have, where you have it, while ensuring complete user privacy and compliance.

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25%

Increase in new business

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20%

Lift to performance marketing match rates

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Trusted by leading financial services companies

RenoFi.
M1 Finance.
Wealthsimple.
Chime.
Ramp.
Betterment.
SoFi.
Plaid.
RenoFi.
M1 Finance.
Wealthsimple.
Chime.
Ramp.
Betterment.
SoFi.
Plaid.

Maximize ROI of every tool with a Composable CDP

An illustration of a diagram demonstrating the secure flow of data using Hightouch. On the left, there are three sources labeled "Website interactions, Online", "Internal systems, Online and offline", and "Accounts, Online". These are joined with lines to a central set of data marked with a lock icon, where there are three audiences defined: "Prospective users", "New accounts", and "High-risk accounts". Each audience is then securely connecting to an outgoing destination: "Prospective users" are used to "Target audience on Meta", "New accounts" are used to "Message customers via Iterable", and "High-risk accounts" are used to "Send alert in Slack to the account team".

Collect trusted and compliant data

Ensure that all incoming data is standardized and vetted before it’s ever stored, guaranteeing high-quality, compliant data from the start.

Learn more about data contracts

Govern how your data gets used

Centrally manage and oversee data access, usage, and compliance across your organization. Ensure compliance from the data layer at the center of all of your other tools.

Learn more about data governance

Activate protected-class data securely

Empower your marketing teams with self-service data access. Safely sync data from your warehouse to approved and compliant destinations.

Learn how Hightouch supports marketing
An illustration of a portion of a diagram demonstrating the secure flow of data using Hightouch. There are three sources labeled "Website interactions - online", "Internal systems - online and offline", and "Accounts - online". These are joined with lines into a single stream of data

Collect trusted and compliant data

Ensure that all incoming data is standardized and vetted before it’s ever stored, guaranteeing high-quality, compliant data from the start.

Ramp logo.
Ramp logo.

With Hightouch, Snowflake, and dbt, we can go from zero to one as fast as possible.

Kevin Chao

Sr. Analytics Engineer at Ramp

Read story
An example of the Hightouch Audiences user interface. There is an audience filter named "USA New Accounts" defined, with two criteria defined: that the customer "Country" equals "USA", and that the customer has "greater than or equal to 1" record in "Accounts", where the "acquisition_date" is within "1 month ago".
An example of the Hightouch Audiences user interface. There is an audience filter named "USA New Accounts" defined, with the match criteria that the customer "Country" equals "USA".

Check out this 5 minute interactive demo to learn how you can sync customer data to any business tool.

Talk to a product expert to learn how to quickly create and activate identity-enhanced audiences today.

The Best CDP for Finance

Don’t put yourself through a long and painful implementation with a traditional CDP, just to fail months later. Bring your own schema and use your existing data to maximize revenue.

Comparisons of features of Traditional CDPs versus Hightouch.

Traditional CDP

Hightouch
Data storage & governance

Copies data outside of your infrastructure

Traditional CDPs are built on duplicative data storage — your database and theirs. This increases your data governance risks and creates more data silos for you to manage.

Doesn’t store data and offers robust governance

Hightouch operates within your data infrastructure, vastly simplifying data governance. You have granular control over how data can and cannot be used.

Data source flexibility

Operates on a narrow silo of customer behaviors

Traditional CDPs were just built to handle user and behavioral event data from websites and mobile apps. It’s expensive (or impossible) to integrate data from your many other systems, or organize it into non-user entities like credit lines.

Takes action on any permitted data source

Your data warehouse can ingest, organize, and govern data from any of your systems, for any entities that matter to your business and customers. Hightouch enables you to act on your complete data.

Implementation effort

6-9 month implementation

Traditional CDPs require a huge lift to set up. You must integrate your existing data manually and conform to their rigid structures.

Implement your first use case in weeks

Don't take a leap of faith. Hightouch is quick to set up because it is built on your existing data infrastructure. 90% of customers are fully onboarded in just days or weeks.

Doesn’t store data and offers robust governance

Hightouch operates within your data infrastructure, vastly simplifying data governance. You have granular control over how data can and cannot be used.

Takes action on any permitted data source

Your data warehouse can ingest, organize, and govern data from any of your systems, for any entities that matter to your business and customers. Hightouch enables you to act on your complete data.

Implement your first use case in weeks

Don't take a leap of faith. Hightouch is quick to set up because it is built on your existing data infrastructure. 90% of customers are fully onboarded in just days or weeks.

Hightouch doesn’t store your data

Composable CDPs are more secure because no duplicate storage is required. Instead, we simply read from your data warehouse, where it stays safe and sound.

An abstract illustration that shows a "Data warehouse" - with icons for Snowflake, Databricks, and Google BigQuery - being connected to a "Cloud bucket." The "Cloud bucket" is then connected to "Destinations" - with icons for Facebook, HubSpot, and TikTok.

Keep data in your infrastructure

Hightouch never stores any of your data. We believe you should maintain control and take advantage of your existing architecture. We operate directly in your data warehouse.

An abstract illustration showing a large lock icon and a set of features for "Enterpreise teams" and "Hightouch resources". The "Enterprise teams" group includes "Data", "Marketing", and "Operations". The "Hightouch resources" group includes "Audiences", "Models", and "Syncs".

Enterprise-ready on day one

Hightouch provides the control and governance capabilities you need to give your marketers safe self-service access.

An abstract illustration showing four shield icons, each with a corresponding security standard: "SOC 2 Type 2", "AES-256", "HIPAA", and "GDPR".

Product security

Our platform architecture and industry compliance certifications mean that your data is always secure.

Recognized as an industry leader by industry leaders

Iterable logo.

Technology Partner
of the Year

Connect to 200+ tools

Send any data to any tool. Skip building and maintaining pipelines, uploading CSVs, and having data silos across marketing, sales, customer success, finance, and analytics.

PostHog
Facebook Custom Audiences
PostgreSQL
Slack
Redis
Retention Science
Adobe Campaign Classic
Oracle DB
Adobe Target
Stripe
MongoDB
Salesforce Pardot (Sandbox)
iSpot.tv
Zoomd
NCR Advanced Marketing Solution
Salesforce (Sandbox)
Amazon Ads DSP and AMC
Zoho CRM