|Category||Customer Success||Vertical||Financial, Insurance|
|Topic||Understand customer intent on one channel, then promote real-time, relevant offers on another||ID #||193|
Like most industries today, financial institutions must be able to accommodate the needs their customers across multiple channels. Using Evergage, financial services companies can gather insight about a customer’s intent on one channel and then promote relevant offers – to the same customer – on a different channel.
This campaign requires multiple segments.
Web User (Experience 2): In looking through CRM segments, identify customers that deposit a check via an ATM machine.
Teller: Identify customers who were looking at mortgages online.
The way to measure Experience 1 is to identify customers that have historically used an ATM to deposit checks, but who have begun to use your online solutions for their deposits. Experience 2 would be measured in how many customers who researched mortgage rates online ended up applying for a mortgage at a branch location after being presented with additional information by the teller.
This page has no comments.