PERSONALIZATION FOR FINANCIAL SERVICES

Put personalization at the heart of the consumer experience

With Dynamic Yield, leading financial services and insurance companies can now deliver personalized customer experiences at scale, across any channel.

Get a demo

Maintain 360° view of your customer

Consolidate your enormous amounts of data from all sources and channels into one platform, and use it to build audiences for real-time personalization.

Eliminate data silos by unifying your marketing stack

Using several vendors for targeting, testing, and messaging creates a fragmented customer experience. Dynamic Yield offers an integrated set of tools in one platform.

Execute with greater agility, without relying on IT

With Dynamic Yield, you can get going in days to personalize more experiences without dependency on development or creative resources.

Key features

Customer Data Management

Let each customer's digital fingerprint drive the right marketing action

Capture and analyze meaningful data about anonymous and known visitors, and use it to build deeper relationships with each customer based on affinity, traits, current interests, past behavior, and more.

Personalization & Targeting

Personalize experiences to attract and retain customers

Respond to customer behaviors, attitudes, and needs with real-time personalization that is more meaningful, relevant, and of value to both existing and prospective customers.

Testing & Optimization

Optimize the impact of your marketing strategies

Iterate faster to drive more revenue. Continually test, optimize, and adapt customer experiences to always deliver timely and relevant services, products, or offers.

Behavioral Messaging

Orchestrate marketing messages across multiple touchpoints

Engage customers with targeted notifications and overlay messages to inform them of a variety of financial products or information, encouraging them to take immediate action.

Triggering Engine

Build long-term customer relationships beyond the web experience

Automatically trigger relevant and timely marketing emails and personalized push notification communications based on real-time customer behavior and needs.

Experience finance use cases on your own site

Enter your website URL below for a live sneak peek of 13 innovative finance use cases, rendered on your own site.