Use evidence-based decision making to meet the emerging needs of your customers. Data analytics can help you identify hidden opportunities, accelerate customer engagement, prioritize offers, influence digital adoption and identify at-risk members. Whether
you are one of Canada’s Big Six, a direct bank or a fintech startup, we have the expertise to help you create customer-centric, scalable solutions for the rapidly changing financial services sector.
Develop custom segments that leverage your brand equity and align with your strategic goals and objectives. Create rich personas to improve customer experience and increase engagement. Bolster acquisition efforts by locating prospective customers and identifying new markets most likely to respond to your value proposition.
Model your customers' potential value to prioritize your resources and customize your services to meet their individual needs. Predict next best offer to find new revenue streams and proactively identify and engage at-risk customers.
Identify the drivers that influence adoption of web and mobile banking while optimizing your distribution strategy. Gain deeper insights into market potential to identify areas of opportunity and underserved markets. Analyse mobility data to understand visitor patterns at your branches and those of your competitors.
"Environics was integral in helping us better understand our new and existing clients following our rebranding. Using a collaborative, data-driven approach, they were able to drive insights about our clients’ behaviour and develop invaluable personas of our top segments. We used these to target prospects and clients using an optimal media mix and more relevant communications of product offers through appropriate channels. Throughout our engagement, the team remained highly engaged and attentive."
“Always just a phone call away, the Environics Analytics team equipped us with the tools, training and collaborative support that resulted in significant insight into our business and an ability to translate that insight into winning campaigns.”
“In a saturated market, it’s more important than ever to engage the right members, at the right time, with the right message to earn their loyalty and more of their business. Thanks to our work with Environics Analytics, we now have the data and analytics to better understand our members when we make decisions.”
Enhance your data with our privacy compliant, authoritative databases. Choose from over 45 databases including financial, demographic, segmentation and behavioural data. Here are a few of our popular databases that support the needs of the financial services industry.
WealthScapes is Canada’s most comprehensive financial database. Built using authoritative data and sophisticated modelling techniques to quantify the assets and liabilities of Canadian households.
By segmenting Canada’s neighbourhoods into 68 unique lifestyle types, PRIZM5 incorporates data from nearly a dozen demographic, marketing and media sources to help you better analyze and understand your banking customers.
Using DemoStats, perform demographic trend analysis to create a long term location plan or segments based on shared characteristics. With DaytimePop, estimate at home and at work populations during regular business hours.
Enhance what you know about visitors to your bank branches with mobility analytics. Mobility data can be instrumental in site selection by identifying areas of higher potential value based on visitor patterns.
We pride ourselves on our ability to collaborative with your internal teams and external partners. At Environics Analytics, you'll get access to a broad range of data scientists, mathematicians, statisticians, geographers, developers and business and marketing strategists. With hundreds of years of cumulative experience, we're skilled in uncovering insights using analytics tools such as custom segmentation, predictive modeling and location intelligence. We also offer more than 45 databases containing over 30,000 variables enabling you to augment your data with market data for enhanced analysis.
If your organization is in the early stages of your analytics journey, we can provide training and support for your team and help you build a business case for bringing the tools and expertise needed for continuous analysis in-house. For many of our clients, our team does the work their internal teams don’t have the capacity or experience to complete. You'll find our approach extremely collaborative and flexible so we can provide you with solutions that scale easily to your needs and budget.
It is not uncommon for banks to conduct research on their customers or develop segments internally or through a third party. We have worked with many banks to help them take their strategic research segments and make them actionable at the 6-digit postal code level. This helps link your strategy to your branches, marketing initiatives and regional tactics. For example, we can help you target millennials or the mass affluent population.
Many financial institutions have clean and accessible datasets on their current customers. However, this data is often limited to their current financial relationship with your organization and some pertinent demographic data collected as part of a product application. Augmenting your data with market data can help create a more robust picture of who your customers are and their needs. We offer a wealth of market data on financial preferences with your bank and your competitors including digital behaviour, psychographics, ethnicity and other demographic data not typically collected. Since this data is available at the postal code level, it can also help to inform acquisition strategies with people who are not yet your customers and provide insight on how to better attract them to your brand. See databases
Absolutely. We are highly skilled at building analytical files that combine data from disparate sources. If you can provide us with a way to link customer data across different tables, we can do the rest.
Congratulations on wanting to foster a data-driven culture. The analytics journey starts with finding the right executive sponsor to support the cultural shift, understanding the data needs across all departments and levels of the organization and then building an analytics roadmap. Our team is highly skilled at helping you connect key stakeholders and develop a strong business plan, including aligning your data and analytics strategy to your business goals, creating an implementation plan and developing success metrics. Get in touch to discuss how we can help you kick-start your analytics journey. Contact us
We take privacy, compliance, and data governance very seriously, and we are very proud of our SOC certification from the American Institute of Certified Public Accountants (AICPA). In addition, we only use data as inputs in our product development that are 100 percent privacy compliant. Any personal information provided to us by clients is used solely for the purposes of their business and is kept in client-specific firewalled locations in secured data centres. We also ensure that our compliance policies for Canada and the U.S. are consistent with the E.U.'s General Data Protection Regulation (GDPR). See our databases
Mobility analytics can enhance what you know about who attends sporting events, festivals, charity races, gallery openings etc. It can be instrumental in determining if sponsorship initiatives are aligned with your target market.
Mobility data is an anonymized, permission-based data service, which uses data collected from location-enabled devices that were observed within a geofenced area defined by latitude and longitude. Our mobility data is collected only if consent or permission is provided by the individual. See Mobility Analytics
We have experience working with our clients to develop testing and measurement plans to assess the success of your segmentation, modelling, campaigns.
Our consultants have the strategic expertise and sector experience to help address your key business challenges. Many of our clients work with us as a seamless extension of their team and think of us as their competitive advantage.
Senior Vice President and Practice Leader
Catherine Pearson is Senior Vice President and Practice Leader for the finance industry. With nearly 25 years of sales and account management experience, Catherine provides companies with extensive consulting and applications support to implement their marketing programs and custom modelling solutions. A frequent speaker at conferences sponsored by industry and trade groups, she earned an honours degree in business from the University of Windsor and a bachelor’s degree in sociology from the University of Western Ontario.
Vice President of Business Development
As Vice President of Business Development, Michael provides high-quality service and support
for Environics Analytics’ applications and data products. With more than 20 years of experience, he has
lead responsibility for helping banks and financial institutions implement their marketing programs and
custom modelling solutions. Prior to joining Environics Analytics, Michael had a successful career at
Canadian Imperial Bank of Canada (CIBC) managing numerous products with their retail and small
banking division. Michael holds a Bachelor of Arts degree from Concordia University.
Vice President Consulting Services
We’ve got the expertise to help. With more than 700 years of cumulative senior leadership experience in the industry, we are the only analytics firm in North America to offer our broad range of privacy compliant, consumer and business databases,
proprietary software and team of industry professionals and partnerships.
Our industry experts publish timely analysis of government data releases, opinions on industry trends and insights on how organizations are embracing big data and analytics to help you stay informed.
For Whom the Rate Tolls.
Eliminate your Customer Blind Spots.
Are Consumers in Quebec Really that Different?
Making The Move To Mobility Analytics.
WealthScapes, the 2018 Financial State of the Nation.
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