Transform Web Traffic Into New Business
Prima ID Proof of Concept (POC)
Discover exactly who is visiting your site and enrich your CRM data with accurate contact data and financial propensities points.​ The POC Analysis Package will help you uncover more about your existing CRM data and new website traffic.
1
Data Enhancement
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​Receive an estimate fill rate of how many existing records can be enhance with contact data and up to 100+ additional attributes.
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Sample File of 25 enriched records to review.
2
Web Visitor Identification
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Receive a match rate of how many visitors can be identified and enhanced.
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Understand how many website visitors are known vs. unknown.
How the POC Works
1. Secure data delivery
Provide up to 10,000 first-party lead records.
We utilize bank-level encryption to ensure strict regulatory compliance and data security.
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2. Implement website tracking
Place the Prima ID web tags on your site.
We will immediately begin data ingestion, discovery, and behavioral tracking.
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3. Review Analysis Package
Within weeks, you will receive your custom Analysis Package.
Review your fill rates, match rates, and a detailed ROI projection to inform your strategic planning.
Common Questions
How much does the POC cost? The proof of concept is free. We want financial leaders to validate the technology, assess the analytics, and ensure strategic alignment without any financial risk.
Is our financial data secure? Absolutely. We use bank-level encryption for all data transfers and storage. Your data is processed in an isolated environment and permanently deleted upon POC completion, ensuring complete regulatory compliance.
What data do we need to provide? Just a CSV or Excel file with up to 10,000 lead records containing a combination of name, email, address, and phone number.
How quickly can we implement after the POC? Most financial institutions are enriching data within one to two weeks of POC completion. We will build the necessary objects directly into your Salesforce CRM, establish all connections, and put baseline reporting in place.