Transform siloed data into hyper-personalized finance marketing campaigns that boost engagement, retention, and revenue. Focus on strategy and results while Blueshift’s patented AI-driven platform makes driving growth easy.

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CREATE LIFETIME VALUE

Finance Marketing Campaigns That Build Trust

Use your rich customer data to build lifetime value and customer trust by creating highly personalized messages, recommendations, and content.

  • Lead Nurturing: Keep customers engaged throughout their lifetime with relevant educational content and offers.
  • Lead Generation: Listen and act on indicators of when customers are ready to respond to an offer or at risk of churn.
  • Upsell and Cross-Sell: Enrich customers’ financial wellbeing by using predictive recommendations to new offers.
  • Integrated Engagement: Engage with members on the channels where they want to interact with you, online or offline. 

90% of marketing leaders say that a seamless cross-channel experience leads to more customer referrals and positive word-of-mouth, especially in the Finance industry.

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SINGLE CUSTOMER VIEW

Unified Data, Accessible by Marketers

  • Unify profiles from multiple sources: CRM (e.g., lead status), mobile app, and digital product interactions, transactional data (e.g., payment due), and more.
  • Build a single customer view across multiple digital identities and financial accounts, and unify profiles within a household.
  • Ensure profiles stay up-to-date with real-time event data for new leads, payments, deposits, and more.
  • Leverage pre-built integrations with e-commerce systems, data warehouses, and more.
  • Enrich profiles with derived attributes and predictive scores.
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HYPER-TARGETED AUDIENCES

Build Precise Segments

  • Enable marketers to create targeted campaign segments, without reliance on IT resources
  • Build dynamic segments that refresh automatically as new data is introduced.
  • Segment your audience by transactional or browsing behavior across various categories.
  • Use Blueshift’s Audience Insights to discover interesting segments and gain insights into the impact of different cohorts.

Results You Can Count On

+48%
Increase in open rates with personalized journeys
40mil
1:1 messages delivered to 10+ million users
+32%
Increase in member engagement with unified, actionable data

CROSS-CHANNEL MARKETING & ENGAGEMENT

Target Finance Customers At The Right Time With the Right Messages

Successful customer engagement for financial services requires detailed customer segmentation, message personalization, and connected cross-channel campaigns. Blueshift delivers all three in one platform.

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Customer Data Platform

Unify and organize customer data from any source for rich customer profiles and easily accessible segments with a Customer Data Platform (CDP).
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AI-Powered Decisioning

Automate and scale your marketing with AI to segment customers, choose the best channels to reach them, and send relevant messages at optimal times.
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Cross-Channel Delivery

Orchestrate seamless customer journeys that adapt in real-time across any channel, including email, SMS, in-app, web, paid media, and more.

FINANCIAL SERVICES MARKETING RESOURCES

Expand Your AI Marketing Knowledge With Blueshift Resources

Smarter Cross-Channel Marketing Starts Here

Schedule a personalized product demo with a Blueshift expert.