Services
Customer Data & Growth Automation

Customer Data & Growth Automation

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OUR PHILOSOPHY

From Data Chaos to Predictable Growth

We analyze your existing databases, transaction history, and communication tools to build a unified CRM ecosystem that works for you — not against you.

  • Unified customer profiles & behavioral tracking

  • AI-driven segmentation (RFM, lifecycle, cohorts)

  • Omnichannel campaigns (SMS, WhatsApp, email, push)

  • Automated insights & retention scoring

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Connect every sales, delivery, and marketing touchpoint into one unified system. Centralize data from multiple channels to create a single source of truth that drives efficiency and informed decision-making.

Identify loyal, at-risk, and high-value customer groups using behavioral and transactional insights. Personalize communication, offers, and experiences to increase retention and brand loyalty.
Deploy intelligent triggers that respond in real time to customer actions. Automate campaigns, notifications, and engagement flows to boost conversions and streamline operations.
Track performance, retention, and lifetime value across all platforms. Transform analytics into actionable insights that guide smarter strategies and continuous business growth.
College planning
Income optimization
Current cash flow needs
Customized asset allocation
Necessary insurance protection
Preparing For Your Future

Achieving Your Vision

Planning for retirement is essential to your long-term financial well-being. At Finovate, our experienced team collaborates with you to identify your retirement goals and crafts a tailored, comprehensive strategy to help you achieve them with confidence.

Our Process

How Can Our Team Help You to Reach Your Goals

01

CRM Integration

Merge customer data from ShopShop, Fast, and external systems into one centralized hub. Unify profiles, order history, and behavior to create a complete, real-time view of every customer interaction.
02

Customer Journey Mapping

Visualize and automate key engagement flows across all channels. Map touchpoints from discovery to loyalty, ensuring every customer receives timely and relevant experiences that strengthen retention.

03

Marketing Automation

Trigger personalized campaigns across email, WhatsApp, SMS, and push channels. Automate communication sequences that adapt dynamically to customer actions and performance metrics.
04

Insight Delivery

Access live dashboards with retention, engagement, and ROI metrics. Translate complex data into actionable insights that help refine targeting, improve conversions, and accelerate sustainable growth.
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Testimonials

See What Our Clients Are Saying

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4.9
Google reviews

“I hired Finovate for a small project & was very happy. He not only answered all my questions, but he didn’t treat me like a “small project”.
I was very satisfied & would recommend.”

H&N
Rebecca Roy
H&N – CEO & President

“Finovate has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.”

MEX
Carlos Martines
MEX – CEO

“Partnering with Finovate was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.”

swirl
Kate Smith
Swirl – CEO & President
Why us?

You’ll Know What

You’re Getting Builds Wealth Steps to Take Next
We are Transparent Like that. No Gimmicks.
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