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Real-Time Strategies for Financial Services

From providing bank accounts to helping people plan for retirement, the financial services industry is entrenched in the lives of most Americans. But with so many product offerings and diverse consumer needs, how do financial marketers cater to existing and prospective customers on an individualized basis? 

Real Time Personalization Strategies for Financial Services 1
Primary Challenge

Yali Levy and Dave Parsons, Customer Success Directors at Evergage, discuss how financial institutions can leverage customer and prospect data and insights to deliver personalized experiences to their digital audiences in real time.

In this webinar you will see how:

  • Talk to prospective customers in a meaningful, relevant way, to increase product and account sign ups

  • Identify upsell and cross-sell opportunities and respond with offers in real time

  • Combine customer data with behavioral analytics to deliver individualized experiences

  • Promote relevant content in-session to aid customers with their investment decisions

With the ability to improve customer experiences, increase satisfaction and build loyalty, real-time personalization is a must-have for financial marketers! 

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