Financial services overview

Demandbase Financial Services demo covers how to identify engaged accounts and activate advertising campaigns for financial services use cases.

A Target Account List called “Finserv List” is used as the starting point for navigating the platform. The dashboard displays Top Intent Keywords categorized as Low, Medium, and High. The Engagement section includes a Heatmap showing data by Industry and Intent Keyword Sets.

Selecting a specific intent category such as “Commercial Lending” and drilling into Accounts allows users to take action directly from that view. Accounts can be added to a new static list, which is named and saved for use in campaigns.

The Summary tab shows campaign performance metrics including Spend, Impressions, Lifted Accounts, and New Accounts On Site. Performance metrics include Targeted, Reached, Visited, Clicked, and a customizable Interacted metric. These metrics are filtered by selected campaigns and a chosen timeframe.

The Creatives view displays an ad example showing how ads appear in placements such as the Wall Street Journal.