Personalization for Finance Use Case Visualization Tool
As consumer demand for individualized experiences grows, it's imperative financial institutions embrace the modern personalization strategies now afforded to us, and at faster rates of adoption. Explore this tool to see examples of use cases financial services brands can leverage to put personalization at the heart of the consumer experience.
Explore use cases:
Maximizing Acquisition and Engagement Efforts
Tailored experiences for affiliate traffic
Provide consistent messaging as users click through from ads to landing pages. Tailor dedicated experiences for each affiliate sending you traffic.
Email capturing notifications
Capture your users' email address with targeted newsletter subscription offers. A/B test between the messages, design, and even the targeting criteria.
Self-segmentation surveys
Launch experiences allowing users to self-segment, and feed that data directly into the Personalization Engine in order to generate impactful experiences that cultivate loyalty.
Limited time offers with countdown timers
Launch targeted notifications with countdown timers to promote specific campaigns and time-limited offers, creating urgency and encouraging further engagement.
Financial product discovery recommendations
Expose customers to the array of products and services they haven't yet learned about or signed up for. Upsell customers and increase wallet-share by promoting complementary offers.
Mobile app download notifications
Raise awareness and encourage Mobile Web users to opt for the best possible experience by downloading your mobile app.
Mitigating Conversion Funnel Abandonments
Bringing Site Abandoners Back to Context
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Personalization for Finance Use Case Visualization Tool
As consumer demand for individualized experiences grows, it's imperative financial institutions embrace the modern personalization strategies now afforded to us, and at faster rates of adoption. Explore this tool to see examples of use cases financial services brands can leverage to put personalization at the heart of the consumer experience.
Cart Saver Triggers
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Website Isn't Showing?
This tool uses iframes to display websites. However, some websites can't be placed within iframes. This Chrome extension may solve that.

Put personalization at the heart of the consumer experience

With more options available to consumers than ever before, financial institutions looking to acquire and retain customers must shift to a customer-centric approach. Through personalization, financial brands can improve their overall relevancy, efficiency of messaging, establish trust, increase applications, deposit growth, and wallet share.

With Dynamic Yield, you can uncover and dissect consumer needs, interests, life events, and financial priorities in order to tailor relevant and impactful experiences across your brand's properties. Everything you need to modernize your digital strategy lives in one, unified platform.

Say goodbye to siloed data. Onboard and consolidate all sources, from first and third-party data to CRM, mobile, email, important offline transactions, and more into a unified source of truth for accuracy and precision in your personalization efforts.

Key capabilities baked into our platform

segmentation
Customer Data Management
personalization
Personalization & Targeting
Recommendations
Recommendations
ab-testing
Testing & Optimization
messaging
Behavioral Messaging
triggering
Triggering Engine