© 2016 International Business Machines Corporation

IBM Marketing Cloud

Lilly, a young professional, decides to open a new bank

account

Lilly visits the Blue Bank website

to open a new bank account

She fills out an application on her

laptop and is told the account will

be opened within 24 hours

The next day, Lilly receives an

email confirming that her account is

open and to follow through with

activation

© 2016 International Business Machines Corporation

IBM Marketing Cloud

Lilly personalizes her experience across her devices

Later that day, Lilly receives an

SMS encouraging her to

download the Open Bank App

She downloads the app on her phone

and tablet

The app offers notification

preferences so Lilly can personalize

her experience

© 2016 International Business Machines Corporation

IBM Marketing Cloud

One month later, Lilly is considering buying her first home

Lilly logs into her Blue Bank

account and uses the mortgage

and affordability calculators

The following day, Lilly receives

a push notification encouraging

her to set up an appointment

with an advisor at her local

branch

The push notification deep-links her

to a scheduling page, where she

decides on a date and time to meet

with her Blue Bank rep

1

1:00pm

© 2016 International Business Machines Corporation

IBM Marketing Cloud

Lilly knows she made the right selection by choosing Blue

Bank

On the day of her appointment, Lilly

receives an SMS reminder including the

details of her appointment

Lilly meets with her local branch advisor

and is so pleased with the helpful

guidance on financing her first home

Lilly posts to Facebook and Twitter about

her positive experience with Blue Bank

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