As a financial services marketer, you must drive awareness and growth for your company, while – at the same time – navigating internal organizational complexities and adhering to stringent guidelines in a highly regulated environment.

You have enormous amounts of data on your customers that you likely can’t utilize effectively in your marketing efforts. And you’re trying to match a wide variety of products to the diverse needs of your website visitors and app users, whose attention spans keep shrinking. Oh, and you have limited digital real estate to work with. So how do you succeed in the face of so many challenges?

Fortunately, we can help! Evergage provides The Power of 1, enabling financial services marketers to deliver individualized digital experiences designed to acquire, upsell and retain customers. Our platform is used by some of the world’s largest financial and insurance companies to present the most relevant content and offers to different audiences based on their unique interests and intent, and to do so across channels – website, web application, mobile app and email.

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Here’s just a sampling of how financial services marketers use Evergage to drive results.

UNDERSTAND EACH CUSTOMER

Immediately recognize and respond to anonymous visitors, returning prospects and existing customers. Present relevant experiences based on a visitor’s session activities, past behavior, geography, referring campaign, individual attributes, purchase history and more.

PRESENT RELEVANT CONTENT & OFFERS

As prospects learn about your company and explore your product offerings, utilize deep behavioral tracking to gauge interest and intent. Then dynamically introduce relevant offers, articles, eBooks, videos and other assets or the most appropriate call-to-action.

UPSELL EXISTING CUSTOMERS

When existing customers return to your site, use your mobile app, or log in to your application, promote complementary offers or bundles related to the products or services they’re already using or have previously purchased.

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CONNECT ACROSS CHANNELS

Track visitor and user insights across your digital properties – website, web application and mobile app – and deliver personalized experiences in real time. And when an individual arrives from an email or ad campaign, continue the conversation on your site – in the current session or a future one.

BUILD LONG-TERM RELATIONSHIPS

Capture user insights via unobtrusive surveys and respond with relevant content, advice, suggestions or support tips. Identify potential customer dissatisfaction and trigger messages or notify customer service representatives so they can proactively respond.

Ready to discover more?

For additional details and examples of how Evergage helps marketers in the financial services industry benefit from real-time personalization, check out our Evergage for Financial Services data sheet.

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