Banking and insurance purchase journeys are increasingly digital, research-driven, and competitive. Consumers compare offers online, seek reassurance, and expect seamless, secure experiences before committing to long-term financial products.
At the same time, brands operate in a highly regulated environment, where data protection, consent management, and legacy systems strongly impact marketing activation.
This makes qualified lead generation, routing, and conversion both a growth opportunity and a structural challenge.
Addressing banking & insurance–specific challenges
High exposure to phishing risks, making trust, sender reputation, and strict compliance essential to avoid blocking, spam filtering, and loss of deliverability.
Regulatory pressure and anti-spam enforcement (GDPR, consent traceability, FAI rules, providers) significantly limit activation volumes and impose stricter diffusion strategies.
Long decision cycles and complex products require reassurance, and repeated engagement before conversion.
Fragmented CRM systems, legacy infrastructures, and data silos limit real-time personalization
Activation scenarios we support
Our concrete solutions
Email Marketing & Performance
Transform your targeted email campaigns into measurable results
Comparators
Generate high-intent leads and consistent volumes through comparison journeys designed to inform, qualify, and convert
They trust us
"We have collaborated for years on acquisition emailing strategies. Working with Dataventure and Carolane is a pleasure: responsive, professional, serious and delightful. Despite challenges (market, competition, regulations), Dataventure always manages to move things forward to keep us profitable and performing. Great team!"
"We work with Dataventure on lead generation campaigns related to insurance topics. Through these campaigns, we capture a significant volume of high-quality leads and benefit from their expertise to take things further."
“We wanted to increase recruitment volumes across several verticals such as energy and borrower insurance. The results were very positive, with high volumes delivered.”
