Financial Services

Evergage Blog

Personalization & Customer Data Platform Ideas and Strategies
The Importance of Personalization for Financial Services [Infographic]

The Importance of Personalization for Financial Services [Infographic]

February 9, 2018 by

Personalization is such a hot topic in the world of marketing these days. But personalization isn’t just another marketing buzzword — it’s a critical strategy for delivering a better experience for prospects and customers. Every person that visits your site, uses your app, views your emails, calls your call centers, or visits your branch is unique. Each person is looking to accomplish her ow […]

Personalization Examples for Financial Services and Insurance

Personalization Examples for Financial Services and Insurance

January 23, 2018 by

In today’s world, consumers expect a tailored customer experience from the brands they do business with. They expect those experiences to be helpful, enjoyable and relevant. Why is that? More and more companies are providing personalized experiences across digital and in-person channels — beyond just the first few brands that may come to mind like Amazon, Netflix and Spotify. And as more compa […]

Top 6 Financial Services Customer Experience Trends to Watch in 2018

Top 6 Financial Services Customer Experience Trends to Watch in 2018

January 4, 2018 by

In the year ahead — and well beyond — financial services organizations will be shifting their strategic focus to the “customer experience,” or CX. Not to worry, though, there won’t be any less concern about operational efficiency or profitability, but changing customer expectations and competitive pressures will require a new approach to pretty much everything involving today’s tech sa […]

Customer Experience in Financial Services According to the Influencers

Customer Experience in Financial Services According to the Influencers

September 22, 2017 by

According to Gartner, 89% of marketers will compete primarily on the basis of customer experience this year. But who are they competing against? In today’s world, consumers compare their experiences across industries. That means that they don’t just compare one bank to another — they compare their experience with one bank against their experiences with all the other companies they interact w […]

Now Use Evergage to Send Triggered Email Messages

Now Use Evergage to Send Triggered Email Messages

September 15, 2017 by

As I alluded to last month, it’s an exciting time to be at Evergage. There’s a ton of momentum at the company on so many different levels – adding new customers and deepening our existing relationships, partnering with leading services companies, hosting The Personalization Summit, expanding the business with new staff and office space, introducing new features and enhancements, and more. Ye […]

The Importance of Personalization for Digital-Only Financial Services Customers

The Importance of Personalization for Digital-Only Financial Services Customers

August 29, 2017 by

The typical digital consumer owns 3.64 connected devices on average. The percentage of Americans that own a smartphone now reaches 77%. And eMarketer estimates US adults will spend 3 hours, 17 minutes a day using a mobile device this year. Clearly, digital is an important channel for marketers across industries. But just how important is it for financial services companies in particular? For the f […]

Using Real-Time Weather Conditions for Website Personalization

Using Real-Time Weather Conditions for Website Personalization

July 20, 2017 by

Have you ever seen an ad or a promotion on a website that references the weather? Of course you have! Whether we like it or not, the weather affects our daily lives in a number of ways. So it is no surprise that marketers, including Evergage customers, often take local weather conditions into account when delivering messages or offers to customers. Of course, the weather differs based on location. […]

Financial Services Firms Need Personalization: Stats Roundup

Financial Services Firms Need Personalization: Stats Roundup

July 11, 2017 by

When it comes to marketing in a modern age and keeping up with emerging technologies and shifting consumer trends, financial services has often lagged behind other industries. These days, people expect a tailored customer experience from the brands they do business with – one that is both helpful and enjoyable. More and more companies are providing personalized experiences across digital and in- […]

Getting Started with Personalization in Financial Services [Webinar]

Getting Started with Personalization in Financial Services [Webinar]

December 19, 2016 by

As a marketer in the financial services industry, it’s not enough to compare your customer experience to others in your industry. Today’s consumers have high expectations for their digital experiences, informed by all of the interactions they have had across channels. The result of this? Consumers expect personalized experiences. Many financial services marketers already recognize the importan […]

3 Ways to Incorporate Real-Time Intent into your Financial Services Website

3 Ways to Incorporate Real-Time Intent into your Financial Services Website

November 29, 2016 by

As visitors experience more and more personalization across the internet, they are beginning to expect more from all the sites they interact with. According to a report from Infosys, 74% of customers feel frustrated when website content is not personalized to them. So when signing up for a credit card or completing an application for a home loan, today’s consumers expect financial institutions t […]

5 Do’s and Don’ts for Geo-Targeted Website Personalization

5 Do’s and Don’ts for Geo-Targeted Website Personalization

April 26, 2016 by

It’s a decision that marketers often wrestle with — whether to present messages that are highly relevant to a small portion of your website visitors, at the risk of alienating, annoying or turning off the rest of your visitors. Let me give an example. Let’s say that you have a travel site. You have a number of different offers that appeal to visitors from one region of the US but not to othe […]

Enriching Financial Services Customer Experiences to Drive Results [Webinar]

Enriching Financial Services Customer Experiences to Drive Results [Webinar]

April 22, 2016 by

As a financial services marketer, you have a wide variety of products, offers and content on your site. But not all of these resources are equally relevant to each visitor. Some visitors are new while some have been customers for years. Some visitors are financial beginners while some are tenured experts. How can you help each of them find the resources that will be most relevant? By using real- […]

How to Increase the Value of Financial Services Content

How to Increase the Value of Financial Services Content

April 12, 2016 by

As if content marketing wasn’t challenging enough, financial services companies have the added hurdle of dealing with compliance complexities. No matter what types of financial products you sell or the audiences you’re aiming to reach, you likely need to follow a unique and specific set of regulations surrounding the Dodd-Frank and Sarbanes-Oxley (SOX) acts, among others. Additionally, visitor […]

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