With 175+ in-market and industry consultant subject-matter experts and senior advisory consultants we can assist in both strategic and tactical aspects across markets, channels and industries.
Finance & Fintech
Enabling data-driven decision-making and analysis in every phase of the customer journey.
We provide end-to-end support throughout the customer journey in the financial space. That includes maximizing the potential of our clients’ Adobe Stack and SFMC usage, defining and driving towards set KPIs via all forms of campaign, app and web optimization services.

“MarTech investments are critical to drive growth, optimize customer engagement and enhance brand perception. eClerx digital is a leading partner in providing cutting-edge MarTech solutions that help businesses succeed. By leveraging eClerx’s expertise in data-driven marketing and analytics services, businesses can gain a deeper understanding of their customers, derive actionable insights, and create personalized experiences at scale, setting them apart from the competition.”
Jasmine Cheng
VP Client Engagement
Doers at heart.
We are result-oriented and always deliver.
Your set metrics and KPIs is the measure of our success.
A proven track record
Customer story:
With 400+ deployments for over 20 years we’ve gathered extensive experience on how to drive growth most effectively for our customers and how to inform decisions that make true business impact.

Enhance your marketing efforts, engage with customers, and drive business growth.
We empower businesses by leveraging data, delivering personalized experiences, automating processes, and optimizing the effectiveness of marketing efforts.
Customer relationship management
Manage and analyze customer data effectively.
By integrating CRM systems, we track customer interactions, personalize marketing campaigns, and provide a more tailored experience. An integrated CRM systems also enable customer segmentation and targeting, allowing finance & fintech companies to identify and focus on specific customer segments.
Personalization & customer experience
Delivering tailored experiences across channels.
We deliver personalized experiences to our customers leveraging customer data to provide tailored recommendations, offers, and communication based on individual preferences and behaviors. Personalization enhances customer satisfaction, loyalty, and ultimately drives growth.
Marketing automation
Streamline campaigns and customer communication.
Automating everything from email marketing, social media posting, lead nurturing, and other repetitive tasks, saves precious time and resources. We provide end-to-end support throughout the automation process.
Data science, analytics & insights
Track, measure and optimize the whole journey.
We provide vast data science and analytics capabilities to measure the effectiveness of your marketing efforts. Track KPIs on website and app traffic, conversion rates, customer engagement and ROI. Data-driven insights then help you optimize marketing strategies, identify opportunities, and make informed business decisions.
Optimization
Improve user experience and drive conversion rates.
We provide a range of techniques aimed at to continuously optimize platforms and marketing strategies for optimal performance and customer satisfaction. These services include UI/UX design assessments, conversion rate optimization (CRO) techniques, A/B testing, heat mapping tools and user journey analysis. All our optimization services are aimed at continuously refine strategies for optimal performance.
Your main KPIs
— Our core business
Regardless of your company role or responsibilities, we see it as our core business to address your main challenges, pain points, and KPIs.
Digital Marketing Director
Offering robust marketing automation platforms, data analytics tools, and customer segmentation capabilities to better drive targeted campaigns, optimize customer journeys, and leverage data insights for effective decision-making.
Head of Consumer Banking
Providing comprehensive customer experience management solutions, personalization engines, and omni-channel marketing platforms to deliver seamless, personalized experiences across channels and touchpoints.
Head of Center of Excellence
Offering end-to-end support for marketing stacks, training resources, and expert consultation to build and enhance internal capabilities, drive innovation, and ensure efficient implementation across the organization.
Head of Marketing & Analytics
Providing advanced data analytics tools, attribution modeling, segmentation solutions, and campaign optimization to leverage data-driven insights, measure and optimize marketing performance and media spend.
Our top leading services
creating value for our customers.
Delivering superior customer experiences and better business outcomes.
Three main drivers stand out in our capability to deliver best-in-class services and solutions to our customers around the world in a variety of industries. Though each component on their own is not unique to the business, we dare say that the combination of them is.
Our driving service components and accelerators:
Operational capabilities
We offer broad and deep operational capabilities by our documented domain experience and all-around tech skill-set. And, of course, the vast operational capacity in manpower to back it up.
Tech & Tools
Through 20+ eClerx technologies, automations and integrations, we can cost-efficiently improve productivity, optimize processes and increase conversion rates. Learn more about our Tech & Tools.
Optimizing your Adobe & SFMC stack.
Many Finance & Fintech companies struggle with maximizing the potential of their Adobe and Salesforce Marketing Cloud platforms. We have a deep understanding of these and other platforms and will support you in extracting valuable insights from your market data and leverage it to tangible business results. From campaign builds to outcome measurements we leverage the industry-leading, as well as client-specific platforms. Learn more about our platform expertise in Tech & Tools..

Get in touch
Learn more about how we can help you leverage your data in the Finance & Fintech space.