Improve the Customer Experience with Personalization

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. The 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.


Check out Evergage's collection of personalization resources.


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


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.


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


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.

upsell existing customers

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connnect across channels


Track behavior across your digital properties – website, web application and mobile app – and deliver personalized experiences in real time. Re-engage customers and prospects with 1:1 triggered email messages, emails sent via your existing email marketing solution that are personalized by Evergage at open time, and mass-personalized emails sent using Evergage SmartBatch.


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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