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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.
Financial header
Cohesive Experience icon
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.
Unify Stack icon
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.
Personalize Experience icon
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.
Discover personalization examples by others

Key features

Unlock the full potential of your shopper data
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.
Target shoppers with the right offers at the right time​
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.
Unlock the full potential of your shopper data
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.
Target shoppers with the right offers at the right time​
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.
Continuously A/B test and optimize experiences with machine learning
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.
Create targeted overlays and notifications that inspires action
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.
Trigger behavioral messages to reduce cart abandonments
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.

Dynamic Yield is a Leader

Gartner 2019 Magic Quadrant for Personalization Engines

Dynamic Yield integrates with top tools for FinServ companies

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Tealium
Salesforce Marketing Cloud
Listrak Logo
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Tealium
Oracle Bronto
Google Analytics

Resources to fuel your efforts

Blog
Opportunity Above Adherence: Dynamic Yield’s Path to GDPR Compliance

A walkthrough of the internal steps taken by Dynamic Yield to not only ensure GDPR compliance but also strengthen customer trust.

RESEARCH
The State of Personalization Maturity in Finance

Discover the results from a two-year report benchmarking the degree to which financial services companies feel as though they are personalizing experiences for customers.

Blog
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.

Book your personalized product demo today