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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

Increase acquisition ROI by serving personalized content, recommendations, offers, and guided experiences from the very first page view

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Journey Personalization

Personalize emails based on loyalty

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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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MORE PERSONALIZATION EXAMPLES

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What real growth looks like with personalization

  • +88% Conversion Uplift with Mastercard Predictive Spend Insights
  • Making Personalization a Breeze for Leading Financial Institutions
  • +10.3% uplift in add-to-cart rate
  • 39% decrease in same-month cancellations
  • 16% contribution to D2C revenue from Dynamic Yield
  • 16% of revenue from recommendations
  • +13.5% increase in grocery subscriptions
  • +8% uplift in AOV
  • 14% uplift in click rate with Experience Email
  • Incremental average check size

Make hyper-personalization a reality

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

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