the next opportunity with financial services and retail data

The Next Opportunity with Financial Services and Retail A world of data

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Today’s Presenters

Pitney Bowes | The Next Opportunity with Financial Services and Retail

Andy BellDirector Global Data Product Management, Pitney Bowes

Andy has accumulated a wealth of experience over 25 years in geographic/demographic data and analytics, leading teams involved in retail location analysis, product development, statistical modeling and GIS. He previously worked for GMAP, GlaxoSmithKline and CallCredit instigating a number of innovative data developments including creation of an International suite of geodemographic classifications which now covers 37 countries. Andy drives the data strategy for Pitney Bowes where he identifies and develops innovative data products to meet new and exciting client demands.

Sue DisyPrincipal Solutions Engineer, Pitney Bowes

Sue supports the Pitney Bowes Americas sales organization with our Location Intelligence software solutions and data. Sue has been with the organization for nearly 24 years and has previously held the positions of Sales Engineer and Software Trainer. She has worked with a variety of our software products ranging from data analytic tools, geocoding technologies and of course, our desktop mapping software, MapInfo Pro. Sue studied Geography and GIS at SUNY New Paltz and SUNY Albany.

Pitney Bowes | The Next Opportunity with Financial Services and Retail 3

Global coverage, providing clients access to the most comprehensive data catalogue.

Focus on providing global breadth and local depth.

Make our data assets available in new ways, to new customers, for new needs.

Global Data Strategy

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Global Data


World Streets

• Map Tiling

• World StreetPro

• StreetPro by Country

• StreePro Nav

• Desktop Routing & Drivetime

• Enterprise Routing & Drivetime

World Points of Interest

• World Points of Interest (POI) Premium

• World Points of Interest (POI) Base

• Retail Destinations

• Retail Pitch

• Digital Elevation Models

World Boundaries

• World Boundaries Premium

• Postcode and Admin Boundaries, Points and reference tables

• WorldInfo & World Timezones

• Cadastre, Parcel, Building Outlines & Indoor Maps

• Telco

• Risk & Hazard

World Demographics

• Base Demographics

• Detailed Demographics

• Geodemographics

• Location Attributes

• Income & Purchasing power

• Consumer spend

Utilizes geocoding/reverse geocoding to append address-specific data allowing clients to enrich customer data.

Provides a robust set of libraries to attribute address with spatial data.

Enables the easy consumption of location intelligence data.

Becomes a delivery channel for additional data products. Provides an important pathway to deliver new products that our clients find valuable for risk, opportunity and insights.• Partner data• Data monetization• Advanced spatial modelling of data from many sources

Geo-enrichment


Spatially-enriched data asset

Geo-enrichment module

Spatially-enriched data asset

PB performs spatial assignment of our data asset to address locations

Solution DataLocation Context

POIMLDData

Geo-Code

Reversed Geo-Code

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Financial Services and Retail


Customer Insight

• Target the right customers and the right locations

• Enrich data• Know your customer with a single

view • Identify who your customers are and

where they’re located

Retail Planning

• Plan territories• Identify what your market looks like• Identify your catchment• Find your competition• See which locations are most

profitable• Answer all your “Where is my

nearest?” questions

FPO FPO


Common Customer Insight Questions

How can I understand who my customers are and what they like/dislike?

How can I target the right customers in the right location?

How do I attract and retain more customers?

How can I deliver marketing messages that are relevant to each customer?

How can I learn more about my customers?

How can I improve customer experience?


Primary Datasets for Financial Services and Retail

Points of Interest

Understand customer lifestyle and behaviors based on locations visited for work, leisure or shopping.

Identify the impact local competition and other businesses have on customer experience.

Demographics & Geodemographics

Describe customers who visit a branch or utilize online and mobile services.

Understand the impact local characteristics have on business and branch performance.

Provides assistance for local and national marketing campaigns.

Boundaries

Utilize a pre-defined geography such as postcodes and census tracts to define territories and catchments.

These and other attributes provide an easy way to analyze locations.

Routing

Calculate how far customers are willing to travel to visit a branch

Determine the impact to branch performance and the consumption of online and mobile services.

Inform targeting and advertising investment decisions.

World Points of Interest


Location Data: World Points of Interest


Provides location information and details for a diverse pool:• Business Locations• Leisure Hot Spots• Geographic Features

With this insight, make more informed decisions around:• Risk analysis• Citizen access to services or recreation

facilities• Store location, location-based marketing• “Find my nearest” searches

Updated quarterly.

Global coverage.

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Retail Destinations


Retail Destinations


Identify, locate and analyze areas of retail activity from major shopping centers to local shops.

A definitive representation of a national retail market.

Includes:• Trading location• Type of location like retail park, village

center, etc.• Measurement of retail and service

provision• Ranking based on retail provision and retail

outlet count• Location attributes

Global coverage built on-demand.

Retail PitchPoint


Identify the best retail pitch locations.

Optimize store location.

Improve profitability, selling efficiency and customer experience.

Quantitative measure of retail strength for individual sites and retail destinations.

Built using location factors:• Points of interest• Transport• Business types and influence sphere• Footfall

Global coverage built on-demand.

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World Demographics


World Demographics


Access the most comprehensive global demographic data available on the market.

Support analytical, marketing and advertising activity with a broad range of data about people and the places they live.

Basic demographics available for 140 countries, describing 6.7 billion consumers.

Premium demographics available for 39 key markets, describing 4.1 billion consumers.

Income model for 37 countries.

Estimates and projections available for five major markets.

Delivered with associated boundary data.

Location Attributes - Vitality


Consumer Vitality (US and Canada Only) is an indexed value to understand how small areas perform, retain and attract consumers.

Economic Vitality (US Only) is a measure of business economic viability using a combination of business demographics, business delinquency and business financial stress.

Index-based area profiling.

Coverage includes USA, Canada and UK.

Purchasing Power


A measure of consumer consumption potential.

Assess the consumer potential through gross income by area.

Use Cases:• Market planning and territory analysis• Measure sales and market potential• Identify target markets• Benchmark sales

Available for 140 countries.

Consumer Expenditure


Estimation of consumer expenditure per neighborhood and per capita.

Estimation of expenditure on various consumer goods and services.

Derived from a variety of sources includingcensus, surveys, tax information and more.

Available for 140 countries.

Detailed estimates for 4 key markets:USA, Canada, UK and Australia.

Geodemographics


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What’s the Difference?


Demographics

Raw census data—answering questions like, “What is the count of 18 to 25 year-olds in this area?”

Used primarily for retail analysis.

Geodemographics

Consumer segmentation based on the types of people living in a neighborhood. For example, Category 1A identifying high society families.

Used primarily in marketing, market research and advertising.

Geodemographics


Global geodemographic consumer insight based on affluence, lifestyle and socio-economic data.

The most extensive global suite of geodemographics and neighborhood consumer classification systems available on the market.

Available for 37 countries, describing 1.5 billion consumers.

Local group and category segmentation.

Single international segmentation system across all countries.

Includes income focus segmentation.

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Audience Profiles



20+ Behavior AttributesEnthusiast, Shopper and Lifestyle

Business TravellerLeisure TravellerCollege StudentCasual DinerFine DiningFast Food EnthusiastDo It YourselferEntertainment EnthusiastGamer Comic EnthusiastGolf EnthusiastHealth Enthusiast

Movie EnthusiastPet EnthusiastSports EnthusiastTech EnthusiastBig Box ShopperExpectant MomGreen ShopperDepartment Store ShopperLuxury ShopperNational Chain Clothes ShopperAuto Intender

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Global Data Catalogue Desktop Application


Entire data portfolio in a single application.Available for Windows and Mac.

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Highly detailed and accurate data to help you understand customer segments, manage risk and make decisions with confidence.


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A wealth of data to support business critical decisions.Global breadth and local depth.

Comprehensive data catalogue.

Regularly updated to provide the newest and most accurate data.

Fully attributed.

Underpinned by a thorough qualityassurance process.

Qualified and fully supported sources.

Licensing flexibility.

Coupled with other Pitney Bowes solutions to transform location and business data into enhanced insight.

Q&A

For more information, visit us online: pitneybowes.com/us/location-intelligence/location-business-data

800 327 8627 [email protected]

@pb_digital

the next opportunity with financial services and retail data

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