Financial Services

Create targeted marketing campaigns.

Segment customers dynamically: Create customer segments in real time based on recent transactions, browsing behavior, and life events to ensure highly relevant marketing campaigns.
Deliver personalized offers: Tailor financial product recommendations such as credit cards, loans, or investment plans based on each customer’s profile and behavior.
Automate engagement: Trigger marketing campaigns instantly when customers reach key milestones, like savings goals or loan payoff, maximizing engagement and retention.

Use case summary

Financial services firms can leverage Data Cloud Sub-Second Real-Time to dynamically segment customers, deliver personalized offers, and automate timely campaigns, improving customer engagement and driving conversions.

Industry

Financial Services

Salesforce products used

Marketing

Data Sources Used

Transaction History

Web and App Browsing Data

Loan Application Data

Email Engagement Data

Geolocation Data

Survey and Feedback Data

Life Event Data

Apply Insights and Predictions

By bringing together the data sources referenced in this use case, teams can use prebuilt calculated insights, build their own, or run predictive models with Data Cloud that will allow them to make smarter decisions or power new automations.

Dynamic Customer Segmentation Insight	Data Cloud instantly segments customers based on recent behaviors such as transactions, online interactions, and changes in credit scores. For example, if a customer’s spending indicates a growing business, the system can move them into a small business segment, triggering relevant offers for business loans and banking products.
Personalized Offer Insight	Data Cloud tailors offers by analyzing customer profiles, recent financial behavior, and life events. For instance, if a customer has shown interest in investment products and has an approaching account anniversary, the system can present a personalized investment advisory offer, increasing the likelihood of engagement and conversion.
Automated Milestone Campaign Insight	The platform triggers campaigns automatically when customers reach key milestones, like surpassing a savings goal or maintaining an account for a year. If a customer reaches a significant savings milestone, the system might offer a tailored investment plan or a premium account upgrade, providing timely and relevant options that align with the customer’s financial journey.

What’s the impact?

Increase Conversion Rates

Higher Customer Engagement

Improve Customer Retention

Boost in Cross-Sell Opportunities

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