Banking & Insurance Data Marketing: 850,000 qualified contacts

Since 2005, we have identified the best data marketing sources across the banking, finance, insurance and mutual sector. You access more than 850,000 banking and finance contacts in France, 4,000 worldwide sources mobilizable across 197 countries, plus an enrichment, segmentation and multichannel activation system driven by data. Your priorities shape the sources we mobilize.
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Four indicators that sum up our finance coverage

Indicator Value
Banking & finance contacts in France 850,000+
Worldwide sources mobilizable 4,000
Countries covered for international players 197
Updates of appointments and changes Monthly

 

These figures translate an operational reality: you reach the entire decision chain, from the client adviser to the chief executive. According to the French Banking Federation, France counted 339 banks and more than 34,800 branches at the end of 2023, complemented by 740 insurance companies and several thousand brokerage firms. Every engagement starts with a free audit of your finance database within 48 hours: we measure your current data assets and the optimum reachable against your goals.

Specifics of finance data marketing

Finance data does not follow the same rules as generalist data. Three characteristics shape our engagement on the banking and insurance sector. We apply a higher rigor and tailored digital marketing steering to banking customer data, the insured and the mutual member.

Specialized and professional sources. Finance targeting requires sources that are not in generalist catalogues: professional financial press, sectoral trade-show lists, Corpia (13 million SIRET-registered B2B France addresses), ORIAS registries for brokerage, a banking database built on appointments monitoring. We select and qualify each of these sources before integration.

Targeting by decision function. Banking and insurance organizations have long, specialized decision chains. We segment by function: executive leadership, CFO (chief financial officer), CHRO, AML/CFT compliance (the anti-money-laundering and counter-terrorist-financing rules), IT, marketing, procurement, communications. Each function receives the message adapted to its decision perimeter.

B2C × B2B match for VIP decision-makers. Executives in the banking sector and in insurance are also high-end private individuals. You retrieve their personal postal addresses for confidential mailings (annual report, private event invitation, premium life-insurance sourcing) thanks to the B2C × B2B data coupling we operate.

Public client case Malakoff Humanis, a long-standing partner, mobilizes our databases to recruit self-employed workers (TNS) for mutual health insurance. The relationship, longer than fifteen years, illustrates the loyalty that fresh, qualified and compliant data produces. The TNS targeting crosses recent RCS registration, business sector and geographic zone to reach a high-value business opportunity.

Your use cases in banking, finance and insurance

Investment banking

Target CFOs of mid-caps across 4 regions

An investment bank wants to target the CFOs of mid-caps (intermediate-sized enterprises) across four French regions. We deliver a database segmented by headcount (250-1,999 employees), revenue (€50-500M), NAF code and function. You obtain the CFO's direct mobile on 78% of the records and the professional email on 92%.

Life insurance

HNWI individuals in discretionary management

A life-insurance company targets high-net-worth individuals for a discretionary-management product. We couple B2B data (company executives with revenue above €5M) with the corresponding B2C data (household postal address, family situation) for a personalized postal mailing. GDPR compliance audited at every step, opt-in verified on the B2C database.

Mutual health / provident insurance

TNS recruitment on recent RCS founders

TNS recruitment for mutual health insurance and provident contracts requires fresh data on recent company founders. We surface every week the new RCS (commercial registry) registrations with TNS status, geographic zone, business sector and available phone number. This freshness drives your meeting-booking rate.

Insurance companies

Behavioral signals of renewal

For insurance companies, behavioral data (relocation, birth, business creation, insolvency proceedings) is the most profitable renewal signal. We mobilize these signals on a weekly cadence so you can steer your multichannel campaigns across email, SMS, postal and RCS at the very moment the insurance need is triggered. You measure the reachability rate, the ROI per campaign and the quality of the customer data delivered.

Audited finance data sources

B2B foundation

Corpia — 13 million SIRET-registered addresses

13 million SIRET-registered B2B France addresses, a foundation database with 100% geolocation, continuous updates. Exhaustive coverage of the 740 insurance companies and of every referenced brokerage firm.

Premium

Premium B2C databases — addresses & mobiles

50 million postal addresses in France, 28 million dates of birth, 35 million opt-in SMS mobiles. Socio-demographic criteria for B2B finance targeting of executives at their personal address.

International

4,000 worldwide sources — euro zone & fintechs

4,000 worldwide sources for pan-European and international players. Particularly useful to banking groups operating across the euro zone, international insurers and expanding fintechs.

Business signals

Behavioral data — RFM, appointments, proceedings

RFM (recency, frequency, monetary value) on B2B orders, top-growth companies, funding rounds, executive appointments, insolvency proceedings. Validated and timestamped signals.

Why entrust your banking & insurance data marketing to us

Compliance

GDPR compliance audited

Euroleads is part of MV Group (seven digital and data companies: Yumens, GoodBuy Media, Euroleads, Tribu, Avanci, Yes Indeed, Weaver-fi). The group DPO (data protection officer), at Cabinet Inside Avocats, audits every finance engagement before delivery. For sector-specific obligations (AML/CFT, ACPR — the French banking supervisor, Tracfin — the French financial-intelligence unit), a complementary audit framework is applied to the sources.

Posture

Full independence

Euroleads doesn't sell the data we recommend. We collect and host no databases: our craft is to identify the best sources among 4,000 worldwide partners. You receive recommendations that are never biased by a vendor allegiance.

Expertise

45 years of data brokerage expertise, finance practice since 2005

Our banking & insurance data marketing team brings together data analysts and multilingual project leads with seasoned experience across the banking, insurance and mutual sector. Several of them accumulate more than ten years on this client perimeter and have lived through every regulatory cycle since 1980: this continuity of expertise is rare on the finance data market. Our clients trust us for the long run, many of them for more than ten years, across every sector: real estate, finance, IT, e-commerce, insurance, business equipment, media.

Go further

To go further on customer data applied to banking, insurance and mutual insurance, see our related resources. You arm the digital data analytics of your client portfolio in banking and insurance with this editorial ecosystem.

Free 48-hour audit of your finance database

You describe your target (banking, insurance, mutual, brokerage), your decision function and your digital activation channel. In return, we identify the relevant finance data marketing sources, the volumes available and the strategy to deploy, adapted to your ROI objectives. You obtain a customer database built on these sources, ready to feed your campaigns in banking, insurance and mutual. The initial audit is free and delivered within 48 hours.

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