DECIPHER INTENT Services · for Financial Services Only Evergage’s real-time personalization...
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[email protected] | 1-888-310-0589 | EVERGAGE.COM Evergage for Financial Services Only Evergage’s real-time personalization platform delivers The Power of 1, enabling leading, global financial and insurance companies to better acquire, upsell and retain customers through real-time 1:1 personalization. With Evergage, marketers can monitor web and mobile visitor behavior, present relevant offers, content and digital experiences, and maximize long-term relationships. Here’s just a sampling of how digital marketers in the financial services industry use Evergage to drive results. UNDERSTAND YOUR AUDIENCE Immediately distinguish between anonymous visitors and existing customers and cater to them based on what you know about them as well as their current or past session behavior. DECIPHER INTENT Utilize behavioral tracking to not only understand what product(s) a visitor viewed but also where he spent the most time and what he was looking to accomplish during his visit. PROMOTE CONTENT ASSETS Automatically promote blog articles, planning guides and other assets you’ve invested in by displaying related content based on the visitor’s preferred topics, product interests and past activity. UPSELL PRODUCT BUNDLES Leverage behavioral tracking or data stored in your CRM to promote the most relevant complementary offerings. Equally important, hide products a customer has already purchased. TARGET BASED ON GEOGRAPHY Present different products, promotions or rates to people from different cities or states. Experiences are delivered in real time so they are completely seamless to visitors. PERSONALIZE EMAIL CAMPAIGNS Trigger timely, one-off emails based on an individual’s actions or external factors. Include content and promotions that are personalized at open time in triggered emails or your current email campaigns. CONTINUE CONVERSATIONS When someone lands on your site an online ad or an email campaign, continue the conversation with related content the moment they arrive or during a future visit.
Transcript of DECIPHER INTENT Services · for Financial Services Only Evergage’s real-time personalization...
[email protected] | 1-888-310-0589 | EVERGAGE.COM
Evergage for Financial Services
Only Evergage’s real-time personalization platform delivers The Power of 1, enabling leading, global financial and insurance companies to better acquire, upsell and retain customers through real-time 1:1 personalization. With Evergage, marketers can monitor web and mobile visitor behavior, present relevant o�ers, content and digital experiences, and maximize long-term relationships.
Here’s just a sampling of how digital marketers in the financial services industry use Evergage to drive results.
UNDERSTAND YOUR AUDIENCEImmediately distinguish between anonymous visitors
and existing customers and cater to them based on
what you know about them as well as their current or
past session behavior.
DECIPHER INTENTUtilize behavioral tracking to not only understand
what product(s) a visitor viewed but also where he
spent the most time and what he was looking to
accomplish during his visit.
PROMOTE CONTENT ASSETSAutomatically promote blog articles, planning guides
and other assets you’ve invested in by displaying
related content based on the visitor’s preferred topics,
product interests and past activity.
UPSELL PRODUCT BUNDLESLeverage behavioral tracking or data stored in your
CRM to promote the most relevant complementary
o�erings. Equally important, hide products a customer
has already purchased.
TARGET BASED ON GEOGRAPHYPresent di�erent products, promotions or rates to
people from di�erent cities or states. Experiences
are delivered in real time so they are completely
seamless to visitors.
PERSONALIZE EMAIL CAMPAIGNSTrigger timely, one-o� emails based on an individual’s
actions or external factors. Include content and
promotions that are personalized at open time in
triggered emails or your current email campaigns.
CONTINUE CONVERSATIONSWhen someone lands on your site an online ad or
an email campaign, continue the conversation with
related content the moment they arrive or during a
future visit.
[email protected] | 1-888-310-0589 | EVERGAGE.COM
Increase conversions by delivering relevant individualized experiences based
on each visitor’s known interests or location.
DELIVER MULTI-CHANNEL PERSONALIZATIONTrack detailed visitor and user behaviors across multiple
channels – website, mobile app and email – and deliver
personalized experiences, messages, content and
promotions across these channels in real time.
ACT ON BIG DATAIntegrate data from your CRM, email marketing
solution and other sources with Evergage’s Customer
Data Platform and use the combined insights to deliver
truly individualized experiences.
RETAIN CUSTOMERSMonitor actions – or lack there of – to identify
potential customer dissatisfaction. Trigger messages
or notify customer service representatives so they
can respond proactively.
BUILD BRAND LOYALTYHighlight the benefits of your loyalty program and present
incentives based on a customer’s status. Also, encourage
customers to download your mobile app (but only if they
haven’t already done so!).
ACCESS ANALYTICS DATAView detailed reports and measure conversion results –
and other key metrics. You can even see how your results
are attributable to specific campaigns or content items in
order to understand what’s working and what’s not.
RUN TEST ACROSS WEB & MOBILEOptimize conversion rates by conducting A/B or
multivariate tests on your site or in your web or mobile
app – including single page apps that rely on the latest
JavaScript libraries, like AngularJS or jQuery.
