InfoSum for Financial Services

Stack of coins and money.

Deliver better financial experiences and mitigate risk with a connected data approach

Data is an untapped resource within financial services. This often stems from the strict regulatory environment, growing security risk, and legacy technology. InfoSum eliminates these risks through our privacy-safe collaboration platform that enables the secure connection of data across your existing technology stack.

Support know your customer

Connect data across departments, subsidiaries, and partners to better support KYC due diligence.

Personalized experience

Leverage deeper customer insights to create more engaging experiences across all touchpoints that drive greater loyalty.

Improve risk management

Enable industry-wide collaboration on risk mitigating products, such as enhanced credit scoring and fraud detection.

Meet regulatory requirements

Best-in-class privacy controls and non-movement of data supports compliance with industry regulation.

One Platform. Any Collaboration.


Connect all the data sources across your business to better understand your customers and deliver richer brand experiences.


Seamlessly collaborate with strategic partners in a privacy-first way to power greater customer experiences.


Collaborate across multiple partners and various industries to power new data-driven experiences.


Leverage data assets across multiple businesses to create new privacy-first ecosystems that power better products and services.


Our relationship with InfoSum allows us to put privacy at the center of our first-party data approach, and bring greater value to our clients and partners.

Amy Leifer
Chief Advertising Sales Officer

With InfoSum’s Secure Data Clean Room underpinning BRANDMATCH, we were able to instantly close the loop and directly leverage our first-party CRM data, and Channel 4’s All 4 audience data to calculate the incremental uplift of our campaign - all while protecting the privacy of our customers, and the security of our data.

Dean Weaving
Head of Display, Video & Social

We are thrilled that with InfoSum we have found a solution that puts data privacy first and enables us to collaborate with brands. By unlocking the power of our first-party data and giving brands access to our marketing channels, we can help accelerate ROI by delivering relevant experiences to customers and ultimately enhance the shopping experience for them.

Peter Markey
Chief Marketing Officer
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