Dynamic customer segmentation using Fidel API
Swiftask turns your Fidel API transaction data into actionable customer segments. Target customers based on real habits, instantly.
Result:
Boost your marketing ROI with segmentation based on verified purchase behaviors.
AI Agents
fidel api
Connector fidel api · Secure OAuth 2.0
Static segmentation is falling behind
Most companies segment customers based on declarative or outdated data. The result: irrelevant marketing campaigns, low conversion rates, and lost customer value. Real purchase behavior is the most reliable metric, yet it often remains siloed.
Main negative impacts:
Irrelevant campaigns
Sending generic offers to customers with distinct behaviors drastically reduces engagement.
Underutilized transaction data
Payment data is rich but complex to integrate into marketing tools in real time.
Limited reactivity
The delay between a purchase and updating a customer segment is too long for effective personalization.
Swiftask connects Fidel API to your marketing stack. Every transaction triggers an automatic update of your customer segments, enabling immediate, hyper-targeted actions.
BEFORE / AFTER
What changes with Swiftask
Traditional segmentation
You manually export CSV transaction files every week. Your segments are updated with a 7-day delay. The promotion arrives when the customer has already made their purchase or is no longer in the target.
Swiftask dynamic segmentation
As soon as a transaction is processed via Fidel API, Swiftask analyzes the behavior, updates the customer segment in real time, and triggers an action (email, notification, offer) tailored to the immediate context.
Implementing your segmentation in 4 steps
1
STEP 1 : Connect to Fidel API
Integrate Fidel API into Swiftask to access secure, real-time transaction feeds.
2
STEP 2 : Define segment criteria
Configure intelligent rules in Swiftask (e.g., 'purchase frequency > 3' or 'avg spend > 50€').
3
STEP 3 : Automatic synchronization
Link these segments to your CRM or marketing tool for instant profile updates.
4
STEP 4 : Automate actions
Trigger personalized workflows as soon as a customer enters or exits a specific segment.
Transaction analysis capabilities
Swiftask analyzes Recency, Frequency, and Monetary (RFM) metrics provided by Fidel API to build predictive segments.
- Target connector: The agent performs the right actions in fidel api based on event context.
- Automated actions: Dynamic CRM updates. Marketing automation triggers. Customer profile enrichment. Alerts on anomalous behaviors.
- Native governance: The entire process complies with the strictest security standards for financial data processing.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-fidel-api@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Benefits of the dynamic approach
Extreme personalization
Offer deals based on real purchase habits, not guesses.
Marketing agility
Adjust segments in a few clicks without relying on technical teams.
Increased LTV
Relevant offers drive loyalty and customer lifetime value.
Operational time savings
Complete elimination of manual data import/export tasks.
Enhanced compliance
Secure management of sensitive data compliant with financial industry standards.
Payment data security
Swiftask applies enterprise-grade security standards for your fidel api automations.
- Fidel API Security: Utilizes banking-grade security standards for data processing.
- Data protection: Swiftask guarantees encryption and total confidentiality of transactions.
- Strict governance: Granular access controls for all segmentation operations.
- Auditability: Full logs of every segment update for total compliance.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Segment freshness | Several days (manual) | Real-time (automated) |
| Conversion rate | Standard | Significant increase |
| Management time | Weekly | Zero |
| Targeting accuracy | Approximate | Based on real data |
Take action with fidel api
Boost your marketing ROI with segmentation based on verified purchase behaviors.