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.
Completing this multichannel view of customers requires that Evergage be configured to receive information from the financial institution (in the case of a customer depositing a check via an ATM) or pass information to the financial institution (in the case of a customer researching mortgages). Please click CONTACT SUPPORT for more information.
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 by the number of customers who researched mortgage rates online, then applied for a mortgage at a branch location after being presented with additional information by the teller.
Here is a checklist of what you need to do in Evergage to create this play on your own site: