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As a financial services marketer, you face challenges while driving awareness and growth for your company in the face of strict regulatory guidelines. Personalizing prospect and customer experiences can help you optimize every interaction so you can:

  • Understand each visitor–recognize anonymous visitors, returning prospects and existing customers, then present meaningful information based on their persona and past or present behavior
  • Present relevant content & offers–use real-time behavior segmentation of personas and analytics to dynamically serve only the offers or content that are relevant to the visitor
  • Upsell existing customers–promote offers, products, or services based on customer intent and current business relationship with your organization
  • Connect across channels–deliver personalized experiences throughout each customer’s journey, seamlessly and connected across all channels and devices—web to tablet to phone
  • Build long-term relationships–capture user insights then respond with personalized content, advice, suggestions, support tips, or offers


How to use these articles

The following articles offer best practices for using Evergage to optimize the experience for your site visitors and increase conversion rates

GoalPersonaStrategyPlaybook
Understand Each VisitorProspect or customersInitial engagement

222 - Continue the conversation from Google Ads  

235 - Continue conversation from Facebook  

161 - Continue the conversation from an email campaign  

181 - Educate visitors on company brand  

103 - Personalize homepage for different personas  

120 - Target visitors based on industry or company name  

212 - Target visitors based on weather forecast  

192 - Target visitors based on geography and season  

193 - End-to-end personalization by customer intent  

Maintain engagement

265 - Include Recommendation Based on Collaborative Filtering  

213 - Carryover message for customer showing intent  

153 - Target specific content based on customer intent  

226 - Promote recently viewed financial products prioritized by engagement  

Present Relevant Content & OffersProspect or customersArticles or content based on intent

265 - Include Recommendations 

213 - Carryover message for customer showing intent 

153 - Target specific content based on customer intent 

226 - Promote recently viewed financial products prioritized by engagement

Offers based on intent

265 - Include Recommendation Based on Collaborative Filtering   

213 - Carryover message for customer showing intent 

153 - Target specific content based on customer intent 

226 - Promote recently viewed financial products prioritized by engagement

Upsell Existing CustomersCustomersBundles offers

154 - Cross sell product(s) to loyal or returning customers  

Prospect or customersOffers based on intent226 - Promote recently viewed financial products prioritized by engagement
Connect Across ChannelsProspect or customersEnd-to-end engagements

222 - Continue the conversation from Google Ads 

235 - Continue conversation from Facebook 

161 - Continue the conversation from an email campaign  

193 - End to end personalization by customer intent  

Build Long-term RelationshipsCustomersIncrease visibility to new releases

119 - New product launch

164 - Call-out new product features  

238 - Introduce helpful tips to drive customer success  

167 - Net Promoter Score (monitor, engage, learn)  

225 - Add survey and show relevant content to answers  

166 - Display maintenance/outage message  

 

 

 

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