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Illustration of a customer’s personalised financial journey on Instagram, driven by accurate data insights.

PERSONALISED CUSTOMER EXPERIENCE FOR FINANCIAL SERVICES

Deepen customer relationships with personalised financial experiences at scale.

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 impact.

Address key financial services use cases with Adobe solutions.

Illustration of client retargeting strategies using behavioural data to launch re-engagement campaigns on multiple channels.

APPLICATION ABANDONMENT

Boost conversions with client re-engagement.

Turn your costly application abandonment into a significant opportunity. Adobe combines known customer and behavioural 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.

Learn about Adobe Real-Time CDP

NEXT-BEST ACTION

Centralise 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.

Learn about Adobe Journey Optimizer

Illustration of a centralised automated system using flexible rules or AI to deliver personalised real-time campaigns.
Illustration on how using insights to update information on common financial questions can reduce customer support calls.

CALL CENTRE 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.

Learn about Adobe Customer Journey Analytics

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“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 Personalisation, TSB

Read TSB’s story

Dig deeper into personalised financial experiences.

Content as a Service v3 - personalized-customer-experience - Wednesday, December 4, 2024 at 13:10 (no-lazy)