Stay compliant. Grow faster. Never miss a signal.
In financial services, every abandoned application, delayed transaction, or missed anomaly means lost revenue or worse, lost trust. Most analytics tools only show what happened, not why it happened or how to respond. Kubit’s Agentic Analytics changes that.
Regulation-Ready by Design
Warehouse-native, GDPR/SOC2 compliant, with explainable evidence trails for every metric.
Spot Risk Before It Hits
Investigation Agents detect anomalies in transactions, adoption, or churn before they escalate.
Explain Decisions with Confidence
Narrative Agents provide clear, auditable stories regulators and execs can trust.
Accelerate Adoption and Retention
Action Agents feed enriched cohorts into CRM and engagement platforms to grow customer lifetime value.
Key Financial Services Use Cases
Path to key engagement
Measure how users progress toward critical actions such as issuing a virtual card, sending an invoice, or linking a bank account.
Conversion funnel optimization
See where and why signups drop off. Streamline onboarding and improve activation rates.
User cohort analysis
Segment customers by behavior to uncover which flows accelerate time-to-value and which introduce friction.
Retention and LTV growth
Identify behaviors that predict upgrades, churn, or high-value retention. Use these insights to shape loyalty programs and product roadmaps.
Feature performance tracking
Understand which features are most adopted, and prioritize investments that align with long-term engagement.
Campaign success analysis
Tie marketing spend and product promotions directly to conversions and retention, ensuring efficient growth strategies.
Outcomes for Financial Services Companies
Faster onboarding and higher activation rates
Increased customer lifetime value through reduced churn and stronger engagement
Improved compliance and governance with transparent, explainable insights
Alignment across teams with a single source of truth
Explore the latest thinking on analytics, AI, and customer growth from the Kubit team.
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See Kubit in action
Financial services brands trust Kubit to replace siloed analytics and enable governed, real-time insights that fuel growth and retention. With setup in as little as 10 days, you can start seeing measurable impact right away.