From Customer Signals to Revenue Growth. Securely and Intelligently
Treasure AI puts governed AI agents to work across the entire customer lifecycle, acquiring high-value customers, personalizing engagement in real time, and optimizing spend, all within the compliance guardrails financial services demands. Always on. Always governed. Always learning.
Before, planning and implementing a marketing program took a lot of time. Thanks to [Treasure AI], the lead time has been shortened dramatically."
Govern the data.
Unify the relationship.
Let agents drive the outcomes.
Treasure AI replaces the patchwork of core systems, CRM, and marketing clouds that give banks an incomplete picture of every customer. Governed AI agents powered by unified financial and behavioral data continuously identify your highest-value relationships, predict which products to offer next, optimize acquisition spend against lifetime value instead of clicks, and intervene early when churn signals appear.
The result: higher products-per-customer, lower customer acquisition costs, and proactive retention, all within your compliance framework.
Top use cases for banking
Ad spend optimization
Leverage Treasure AI for intelligent ad suppression, targeted ad personalization for higher conversion rates, strategic discount placement, and pinpointing high-value customers.
Customer acquisition
Grow your customer base using paid media lookalike modeling. Build industry-specific lookalike audiences who are similar personas to existing customers.
Advanced segmentation
Enable personalized communications by segmenting audiences at the individual level or combining datasets from inferred relationships (household, region, organization).
Win-back campaigns
Treasure AI can predict churn and identify at-risk, high-value customers. Use our journey orchestration tool and AI Agents to automate the right responses and manage cross-channel re-engagement campaigns.
Upsell and cross-sell
Increase conversion rates of financial products. Leverage a 360-degree customer view to deliver personalized product recommendations, promotions, and content through preferred customer channels.
Top use cases for insurance
Ad spend optimization
Enrich financial services customer experiences by detecting the hot signals and moment-of-life for every customer. Reconcile with offline data to offer recommended actions in real time.
Customer acquisition
Expand your clientele with paid media through lookalike modeling. Create tailored audience segments resembling your current customers, specific to your industry.
Sales intelligence
Optimize acquisition and lead management strategies and referrals through real time prospect scoring models based on intentions and value scores. Provide weekly call lists based on propensity to purchase scores to inside sales and channel partner agents.
Data quality
Automate customer data cleaning, validation, and integration processes with AI, reducing manual errors and ensuring data accuracy. Streamline internal processes and enable faster and more informed decision-making with improved overall data quality.
Governed AI. Compliant by Design. Built for Financial Services.
When AI agents act autonomously, governance isn't optional. It's foundational. Treasure AI embeds compliance, privacy, and security directly into the agent layer, so every action an agent takes is auditable, permissioned, and regulation-ready.
AI agents operate within your governance framework while continuously tracking data origins, consent, customer preferences, and permissions. Full audit trails provide proof of compliance across every automated decision. Enterprise security controls including identity federation and SSO ensure your teams and your agents operate under the same guardrails, whether running nationally or globally.
Our commitment to compliance and trust
Explore our financial services case studies
SMBC unlocks more personalized customer experiences
