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.