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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.

An single person in business professional clothing using a tablet.

25%

Increase in new business

Ramp logo.

20%

Lift to performance marketing match rates

Chime logo.

Trusted by leading financial services companies

RenoFi.
M1 Finance.
Wealthsimple.
Chime.
Ramp.
Betterment.
SoFi.
Plaid.
RenoFi.
M1 Finance.
Wealthsimple.
Chime.
Ramp.
Betterment.
SoFi.
Plaid.
Read case studies

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.

We don’t store your data

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

ISO 27001 Certification.

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 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.

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 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".

Product security

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

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

Connect to 250+ 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
Contentstack
Slack
Redis
Awin
Retention Science
Salesforce
Vitally
Google Drive
AlloyDB
NetSuite (REST)
Planhat
Google Retail
Sanity
Microsoft Teams
Criteo
Genesys
Monday
Optimizely
Poplar
Sage Intacct
Marigold Engage (Selligent)
WhatsApp
Yahoo
Salesforce Pardot
Google Display & Video 360
Bloomreach
Brevo
Taboola
Twilio
Databricks
Workday Adaptive Planning
Google Sheets - Service Account (Recommended)
Salesloft
Kameleoon
Campaigner
Notion
Braze Cohorts
Adobe Experience Platform
Userflow
Vizio Ads
Branch.io
Appcues
Attio
Great Question
Microsoft OneDrive
SMTP Email
Gainsight PX
Split
Sprig
LiveIntent
Insider InOne
Dynamic Yield
Kustomer
Batch
Google Cloud Pub/Sub
X Ads (formerly Twitter Ads)
Pendo
Liftoff
CleverTap
BigQuery
Adform
Apache Kafka
PlanetScale
Close
Rockset
StackAdapt
Kayzen
Chameleon
Outreach
Customer.io
OneSignal
SQL Server
LaunchDarkly
Orbit
Impact.com
LG Ad Solutions
Pinterest Ads
Segment
Roku Advertising
Responsys
Box
Microsoft Ads (Bing Ads)
Upland Waterfall
Samsung Ads
Rokt
Microsoft Sharepoint
Adobe Campaign Classic
Oracle DB
Adobe Target
Stripe
MongoDB
Salesforce Pardot (Sandbox)
Kognitiv
HubSpot
Mailchimp
VWO Attribute Lists
MinIO
Hightouch Personalization API
Salesforce Marketing Cloud
Maxio
Freshdesk
Google Ads
Elasticsearch
Calixa
S3
Statsig
Reddit Ads
Airtable
Salesforce Commerce Cloud
Google Campaign Manager 360
Cendyn
Google ADH (BigQuery)
SAP HANA
Talon.One
Nextdoor
Amazon EventBridge
InMobi
Ortto
AWS Lambda
Amplitude
Medallia
Sailthru
Smartsheet
Embedded Destination
Dropbox
Apollo.io
TikTok
Workday
CJ Affiliate
Acoustic
NetSuite (SOAP)
Zapier
Courier
Xero
ServiceNow
Cordial
Algolia
Adikteev
AppLovin
AppsFlyer
BigCommerce
Bluecore
Gong
CitrusAd
Klaviyo
OfferFit
Loops
Google Sheets - User Account
ActiveCampaign
Facebook Conversions
Google Cloud Functions
Pipedrive
Gainsight
Common Room
MoEngage
Zendesk
PAR Retail Stuzo Open Commerce
Campaign Monitor
HubDB
Twilio SendGrid
Asana
Xandr
Reply.io
Google Analytics
Totango
Google Ad Manager 360
Jira
MariaDB
iSpot.tv
Zoomd
NCR Advanced Marketing Solution
Salesforce (Sandbox)
Amazon Ads DSP and AMC
Zoho CRM
Gladly
Webflow
ChurnZero
Eesii
Facebook Product Catalog
Zuora
Amobee
Azure Functions
DynamoDB
CrowdTwist
RabbitMQ
The Trade Desk
Auth0
Freshsales
Rockerbox
Mixpanel
Snapchat
Help Scout
CockroachDB
Azure Blob Storage
SugarCRM
Marketo
Shopify
SFTP
Rudderstack
Heap
HTTP Request
EnjoyHQ
MySQL
ClickUp
Mattermost
Delighted
Attentive
Qualtrics
ChartMogul
Amazon SQS
Emarsys
Front
Google Audience Partner Display & Video 360
Google Cloud Storage
Digital Turbine
Anaplan
PartnerStack
Beeswax
LinkedIn Ads
FullStory
SAP IBP
OpenSearch
User Interviews
Dynata
Microsoft Excel
Microsoft Dynamics 365
Chargebee
Cadent
Drift
ClientSuccess
Eloqua
Amazon Kinesis
Marigold Engage+
LINE Ads
Iterable
Braze
Vero Cloud
Firestore
Vistar Media
Intercom
mParticle
Google Search Ads 360
Adjust
Airship
QuickBooks
Singular
PostHog
Facebook Custom Audiences
PostgreSQL
Contentstack
Slack
Redis
Box
Microsoft Ads (Bing Ads)
Upland Waterfall
Samsung Ads
Rokt
Microsoft Sharepoint
Google Analytics
Totango
Google Ad Manager 360
Jira
MariaDB
iSpot.tv