FINANCIAL SERVICES USE CASE
Build personalized financial experiences that drive impact.
Overcome the barriers to delivering relevant, real-time financial services with Adobe — whether it’s harnessing and activating the right data, delivering timely messages on the right channels, or measuring marketing impressions.
Address key financial services use cases with Adobe solutions.
APPLICATION ABANDONMENT
Boost conversions with client re-engagement.
Turn your costly application abandonment into a significant opportunity. Adobe combines known customer and behavioral data for activation across email, SMS, social, and paid media to make your retargeting efforts more timely, intelligent, and effective so you can reengage the right customers at the right time.
NEXT-BEST ACTION
Centralize and automate offer decisioning.
Your customers expect you to understand their evolving financial needs and provide relevant offers, products, services, and guidance precisely when they need it. Adobe lets you build a central repository of offers and gives you an open and flexible decision engine. The engine applies business rules and AI to identify and recommend the next most appropriate experience for each customer, considering eligibility and ranking in real-time, across all channels.
CALL CENTER DEFLECTION
Reduce unnecessary customer calls by refining the customer journey.
Reduce call volume and associated costs by engaging customers more effectively through their preferred channels. With Adobe you can quickly identify the gaps in your customer journey that are generating inbound calls and use these insights to update your content and digital journeys to directly address common financial questions and concerns.
“Working with Adobe, we set out to flip the financial sector’s product-focused sales model on its head and turn TSB’s marketing into a true customer-centric operation.”
Kavin Mistry, Head of Digital Marketing and Personalization, TSB
Dig deeper into personalized financial experiences.
