SmartHub CDP Playbook: Increase Customer Engagement with 1:1 Financial Experiences

As marketers, we understand how challenging it can be to make your brand stand out from the rest. Your customers have countless options when choosing financial products, whether they’re applying for a loan to buy their first home, investing for retirement, or simply looking for the best credit card rewards. In such a saturated market, your brand can be there to guide them to meet their personal finance goals. With the ever-growing need to engage customers in their omnichannel journey, how are you going to consistently deliver the right message at exactly the right time?

Start delivering greater personalization through deeper understanding and gain the competitive advantage by providing relevant, engaging financial marketing through the use of a SmartHub Customer Data Platform (CDP). With this improved customer experience and seamless deliverability across all channels, your brand has the ability to curate your financial marketing to your customers’ individual needs, interests, and goals — and that starts with a leading customer data platform like Blueshift.

“I think that it’s important to not think of everyone in broad groups. There are independent ways to think about loyal customers. To keep people engaged, it’s important to understand their differences and give them the information they’re seeking…” — Joyce Poole, Sr. Director CRM at LendingTree

In this playbook, you’ll learn about the different recommendation themes, how to select the right ones throughout your customers’ journeys, and best practices to add relevance across every interaction with your brand to increase customer engagement.

The journey to highly personalized, relevant financial marketing starts with:

  • The right knowledge and guidelines from recommendations experts
  • The right tool to fully unlock your data, like Blueshift’s SmartHub Customer Data Platform
  • The right recommendations strategy tailored to your personal finance brand’s goals


Boost customer engagement and retention by delivering your brand’s products with AI-powered recommendations and personalized content.