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  • 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



  • 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.



  • 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.

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