Financial services

Drive trust and loyalty with AI analytics  

Give customers a personalized, wealth-generating journey across every interaction with governed, warehouse-native analytics. 

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Why Kubit?

Increase customer activation and engagement

Optimize conversions and product adoption

Reduce friction throughout the user experience

Strengthen compliance and governance with full transparency

Track feature and product performance

Optimize the adoption and usage of financial products and services, from virtual cards and wallets to loyalty programs and investment tools.

Track feature and product performance

Drive engagement across devices and channels

Learn what moves users through critical actions like sending an invoice, linking a bank account, or making their first transaction.

Full-funnel analysis

Map a clear path from awareness to loyal, frequent usage.

Cohort optimization

Send enriched cohorts to tools like Braze to re-engage customers.

Churn reduction

Track declining usage, predict churn, and take action to win them back.

Detect anomalies and identify risk with AI 

Autonomous agents continuously monitor key financial metrics, detecting anomalies in transactions, adoption, or churn within hours instead of weeks. Each finding includes transparent evidence that allows teams to act quickly and confidently.

Detect anomalies and identify risk with AI 
Meet industry regulations with confidence

Meet industry regulations with confidence

Kubit connects directly to your cloud data warehouse to ensure every analysis is compliant, governed, and explainable. Each metric includes a traceable evidence trail so teams and regulators share one trusted source of truth.

The Kubit difference

Warehouse-native digital analytics for the AI era

Kubit connects directly to your cloud data warehouse for direct, trusted analysis of what drives revenue and retention.

Get rapid insights from your AI analyst about your customers, apps, and business.

Verify any response with full transparency into the underlying SQL.

Use any AI tool safely with Kubit’s MCP server and a rich semantic layer with business context.

testimonial
"Kubit is revolutionizing how we look at journey analytics... I evaluated multiple, multiple platforms... [Kubit] is the best.”

Diego Taracena | VP Analytics, Synchrony

Go from legacy to legendary

Request a demo of Kubit to see our warehouse-native platform in action.

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