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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

Recommend menu items for based on purchase history

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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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MORE PERSONALIZATION EXAMPLES

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What real growth looks like 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

Make hyper-personalization a reality

Transform simple customer transactions into enduring relationships and unlock a new horizon of growth

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Key Capabilities

  • Experience OS
  • Customer Data Management
  • Personalization & Targeting
  • Product Recommendation Engine
  • A/B Testing & Optimization
  • Email Personalization
  • Triggered Messages
  • Experience APIs
  • App Personalization
  • Predictive Targeting
  • AdaptML™ Deep Learning

Industries

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

Why Dynamic Yield

  • Customer Success
  • Select Customers
  • Personalization Case Studies
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  • Compliance

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  • Shopping Cart Abandonment
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  • Personalization Statistics
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  • Checkout Optimization
  • eCommerce Personalization
  • Omnichannel Personalization
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