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Illustration of a high-value customer profile with engagement data to create personalized experiences.

Customer Acquisition for Financial Services

Attract and engage high-value accounts with the help of AI.

You’re under pressure to increase new account volume and quality to deliver profitable growth. Adobe helps you identify and target high-value customers more precisely using enhanced data, tailored experiences, and AI-powered media mix modeling that lets you optimize spend across channels and partners, increasing ROI.

Drive customer acquisition in financial services with Adobe Experience Cloud.

Visual of prospects by data source

REACH NEW HIGH-VALUE PROSPECTS

Scale cross-channel prospecting with greater accuracy.

Timing and targeting are crucial for attracting new, high-quality financial customers. When potential customers are in the market for a home equity line of credit, car loan, high-yield savings account, or other financial products, Adobe lets you target them across channels — and do it at scale.

  • Create comprehensive audience segments using first- and second-party data for precise targeting.
  • Further enhance audience insights by adding trusted, third-party partner data for a clearer view into financial needs and behaviors.
  • Activate audience segments across channels to increase prospect traffic and attract new, high-quality accounts that improve campaign effectiveness and marketing ROI.

Learn about Adobe Real-Time CDP

CONNECT PAID AND OWNED CHANNELS

Personalize offers and services across paid media and your digital properties.

Creating a customized financial journey has traditionally meant mass-producing landing pages or creating ad hoc journeys. Adobe makes it possible to manage personalized journeys without these by seamlessly publishing customer-targeted creative assets everywhere — from advertising channels to website experiences — to deliver the most relevant offers to customers no matter where they engage with you.

  • Leverage unified customer profiles for real-time feedback on engagement, financial interests, and behaviors across paid and owned channels.
  • Automatically identify and deliver the content and offers most likely to keep visitors engaged.
  • Seamlessly transition visitors from paid channels to your website by personalizing offers on any landing page, prompting more action and leading to higher conversions.

Learn about Adobe Target

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Visual of full customer journey analytics views

ANALYTICS FOR THE FULL CUSTOMER JOURNEY

Measure impact across paid, earned, and owned channels.

Understanding which marketing channels and tactics drive success is critical to maximizing your ROI. Adobe lets you easily combine reports across traditionally siloed marketing channels and media partners to provide a complete marketing performance overview.

  • Get granular, AI-driven insights into which channels, media partners, and audience segments are driving the most impact.
  • Optimize ad spend, decrease the cost per account, and ultimately maximize marketing ROI using automated insights that identify creative fatigue so you can make in-flight targeting changes.

Learn about Adobe Customer Journey Analytics

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“All the money we’re saving to acquire members and bring in leads is being reinvested right back into our marketing. We’re having a direct impact on our business without increasing our marketing expense.”

Lisa Melton, CMO at AAA Northeast

Watch session

Dig deeper into high-value account growth.

Content as a Service v2 - customer-data-platform - Wednesday, August 21, 2024 at 16:39 (no-lazy)