All Case Studies

PNT’s ability not just to help our clients understand and manage data, but to understand our clients’ business processes and how best to organize and manage data to support them.

PNT’s ability to “parachute in” to a customer, engage and interview marketing and database support team members, and pinpoint immediately areas of actionable improvement to make reporting far more accurate and the database far more efficient at supporting marketing’s strategic and tactical needs. Also highlights our ability to implement based on our recommendations – we’re not just a McKinsey, leaving behind a deck for others to implement, we actually have the chops to do what we say.

Customer-level attrition is notoriously difficult to track and measure correctly. Easier-to-use measures like account or balance attrition can often be misleading with disastrous consequences for companies if they either under- or over-estimate the true extent of the rate at which actual customers are leaving. PNT’s Retention Dynamics provides accurate, powerful insights into all levels of attrition metrics, focusing on developing a true and actionable picture of customer attrition so it can be correctly targeted for marketing actions. Based on this accurate picture, a company (bank, financial institution, etc.) can now target precisely those customers at risk with the right messages and offers to control attrition.

High-value sales is a relationship business: sales reps need to have the in-depth relationship information they need in order to speak intelligently to their clients with authority. PNT can support high-value, relationship-based sales with a variety of customer-intelligence based programs, including “air cover” (providing marketing programs and offers which support on-the-ground sales efforts by relationship managers), intelligent analytics (providing sales reps with more actionable information on their customers to support sales efforts), and targeted events (seminars, webinars, and other events to cater to specific interests of high-value customers) to get sales reps  in front of the customers with relevant offerings.

An accurate database is key to supporting direct marketing and communication activities to customers and prospects alike. PNT specializes in mastering data across multiple data sources, “householding” that data together to create a holistic and integrated view of the customer across all products, services, geographies, and organizational contact points, and to apply data hygiene to create the most accurate database possible to support better and more accurate matching against external data sources (demographic data, for example) to allow the most accurate database enhancement. By creating the most accurate, scrubbed, integrated, and up-to-date database, marketing programs have higher effectiveness and ROI, resulting in better bottom-line profitability.