Challenge
- Attract and convert new customers plus increase existing customer engagement and wallet share
- Evolve from one-size-fits-all approach to 1:1 personalization
- Make individualized product, promotion, and cross-sell offers
- Make use of disparate data sets
Solution
- Provide personalized customer experience
- Leverage bank’s rich customer data to serve relevant product, promotion, and cross-sell offers
- Collect visitor information to support the development and optimization of predictive models for both online and offline.
Result
- New website offers a personalized and fully accessible experience
- Bank has better visibility into and can track campaigns and conversions along various touchpoints
- Customers and prospects are offered personalized recommendations to simplify financial decisions
- 53% of unknown visitors can be identified into a persona subsegment and receive personalized content.