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Personalization Examples Personalization Examples Journey Personalization

Creating an omnichannel customer journey experience in Finance

Industry

Finance

Channel

Email, Mobile App, Mobile Web, Web

Impacted Pages

Email, Sitewide

Experience Type

Audience Segments, Dynamic Content, Notifications and Widgets, Overlays and Popups, Recommendations, Triggered Emails

Implementation Effort

Low

Tags

Checkout Optimization, Contextual Personalization, Personalized Messages, Upselling and Cross Selling
Who:

A large consumer financial services company in Germany

Strategy:

To keep users engaged, the financial organization began surfacing personalized offers or content for each customer based on their brand affinity, spending power, and financial preferences. The recommendations were displayed throughout the site, ensuring customers did not miss out.

Creating an omnichannel customer journey experience in Finance Creating an omnichannel customer journey experience in Finance
Hypothesis:

Today’s consumers typically interact with a company across channels, perhaps browsing a site once, then clicking an email, and later scrolling through a mobile app. These interactions should feel cohesive, and consumers expect companies to tailor these experiences, no matter the channel. Integrating point solutions with Dynamic Yield helps marketers create omnichannel experiences because the data collected in each channel can be shared and targeted across marketing stacks, ensuring users are engaged at all times.

More from our Inspiration Library

Journey Personalization

Testing the order of homepage elements to increase engagement

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Journey Personalization

Using a sliding drawer to make previously viewed products top-of-mind

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Journey Personalization

Designing personalized filters based on user affinity to ease the navigation experience

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Journey Personalization

Featuring popular destinations to guide users’ travel plans

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MORE PERSONALIZATION EXAMPLES

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What real growth looks like with personalization

  • 88% increase in revenue
  • 3.2X ROI from personalized PLPs alone
  • 118% increase in ARPU
  • 8.6% increase in add to cart rate
  • 6x ROI from PDP Recommendations alone
  • 40% Increase in Conversion Rate on Mobile
  • 41% increase in ARPU
  • 5-7% Uplift in Key Financial Metrics
  • 7% lift in credit card applications
  • 30% increase in conversions

Experience Agility

Execute on your customer experience vision, quickly and with great control

Contact Sales Watch a product demo
  • Voted top-rated personalization software
    Voted top-rated personalization software
  • Selected as one of the top 100 AI companies in the world
    Selected as one of the top 100 AI companies in the world
  • Named Visionary Innovation Leader in Global Personalization Engines
    Named Visionary Innovation Leader in Global Personalization Engines
  • Rele Award for Peronalization Engines in 2019
    Rele Award for Peronalization Engines in 2019

Key Capabilities

  • Customer Data Management
  • Personalization & Targeting
  • Product Recommendation Engine
  • A/B Testing & Optimization
  • Behavioral Messaging
  • Triggering Engine
  • eXPerience APIs
  • Email Personalization
  • App Personalization
  • Predictive Targeting
  • AdaptML™

Industries

  • eCommerce
  • B2B eCommerce
  • Financial Services
  • Media
  • Gaming
  • Travel

Why Dynamic Yield

  • Customer Success
  • Select Customers
  • Personalization Case Studies
  • Customer Videos
  • Dynamic Yield Reviews
  • GDPR & Data Privacy
  • Security
  • Compliance

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  • Personalization Statistics
  • eCommerce Segmentation
  • Checkout Optimization
  • eCommerce Personalization
  • Omnichannel Personalization
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