Financial Services Archives

Personalization in financial services – the power and prerequisites

Within a crowded sector, personalization in financial services is becoming increasingly important, presenting challenges and opportunities.

Vladi Rozhavsky

The rise of deep learning-based recommendations

As brands across industries continue to adopt deep learning, learn how it is being adapted for the delivery of product recommendations that enhance the customer experience and generate meaningful revenue.

Shana Pilewski

The gold standard for recommendations: An APMEX case study

We caught up with Andy Mueller, Director of Digital Analytics at APMEX, about why breaking down silos between data is essential to connecting with consumers on a one-on-one basis and how recommendations can surface relevant products for every type of buyer persona.

Yaniv Navot

The essentials for choosing the right product recommendation strategy

Make sense of various eCommerce product recommendation strategies and how to effectively use them to maximize marketing ROI.

Yaniv Navot

Applying merchandising rules to product recommendations

Using merchandising rules, marketers can adapt product recommendations strategies to their desired objectives, tapping their expertise to improve consumer experiences.

Yaniv Navot

The power of collaborative filtering

With collaborative filtering, marketers can tap user data to produce product recommendations tailored to users’ individual affinities and shopping behaviors.

Yaniv Navot

5 personalization strategies finance marketers can take to the bank

A subset of strategies readily-available and specifically designed to help finance brands improve customer acquisition, conversions, and long-term loyalty.

Shana Pilewski

How financial brands can set realistic personalization expectations and still see big results

Instead of taking a revolutionary approach to personalization, financial institutions can start by first dipping their toes in the water.

Shana Pilewski

Incrementality Isn’t Enough: Keeping Pace With Evolving Digital Expectations

Real-time personalization is here to stay, and financial institutions must start adopting new strategies at a faster pace to acquire and retain customers.

Gidi Vigo

Impactful techniques to help you master product recommendations

A guide to effectively deploy product recommendations featuring strategies, best practices, and real-life examples from leading global brands.

Gidi Vigo

An Introduction to Affinity-Based Recommendations

Learn how to leverage user affinity data to make more effective personalized recommendations at scale.

Yaniv Navot

How Brands Should Build their Digital Marketing Optimization Stacks

With a dynamic structure and a powerful solution at the core, digital marketing optimization stacks can immediately become easily accessible and actionable.

Yaniv Navot

40 Step SEO Checklist (Updated to 2021)

The following 40-step on-page SEO checklist should help you conduct a thorough site audit, making sure your on-page SEO strategy is heading towards success.

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Driving Big Results with Personalization

Incremental average check size
Multi-million revenue driver
Uplifts in cart value and revenue
89% increase in purchases
25% increase in enrollments
Increased ROI from Email
40% increase in RPM
88% increase in revenue
+4.2% ARPU FROM PDP RECOMMENDATIONS
118% increase in ARPU

Experience OS

Core Capabilities

Made for Scale

Industries

Channels

Proven impact and success services

Built for scale

Robust partner network

Extensive product resources

How the exponential revenue gains from personalization are too big for financial services to ignore

Personalization in financial services – the power and prerequisites

The rise of deep learning-based recommendations

The gold standard for recommendations: An APMEX case study

The essentials for choosing the right product recommendation strategy

Applying merchandising rules to product recommendations

The power of collaborative filtering

5 personalization strategies finance marketers can take to the bank

How financial brands can set realistic personalization expectations and still see big results

Incrementality Isn’t Enough: Keeping Pace With Evolving Digital Expectations

Impactful techniques to help you master product recommendations

An Introduction to Affinity-Based Recommendations

How Brands Should Build their Digital Marketing Optimization Stacks

40 Step SEO Checklist (Updated to 2021)