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.
Financial services marketers face a unique challenge: rich data locked in siloed systems, compliance requirements, and customers expecting relevant communication at every touchpoint. Blueshift’s AI agents bridge that gap — turning fragmented financial data into intelligent, compliant campaigns without the manual effort.
Use your rich customer data to build lifetime value and customer trust by creating highly personalized messages, recommendations, and content.
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.
Clearscore leverages Blueshift’s finance marketing solutions to deliver hyper-personalized journeys for over 10 million users worldwide. By building integrated, targeted cross-channel campaigns, Clearscore makes 40 million monthly messages feel personal with dynamic content tailored to each unique customer.
LendingTree uses Blueshift to make it easier for customers to find the right loan through its loan marketplace. Its marketing team uses rich customer data gathered from the Blueshift platform to create connected customer journeys for more effective campaign targeting across channels. The result is a 17% lift in monthly active users, and a 48% increase in open rates.
Ent Credit Union teams up with Blueshift to unify their rich member data from all sources, enabling efficient cross-channel marketing and scalable personalized member engagement. With actionable data readily available to marketers, Ent Credit Union has launched 155 workflows, mapped over 200 data points, achieved a 32% increase in overall member engagement, and saved 25+ hours on segmentation.
Suncoast Credit Union partnered with Blueshift to transform their digital member engagement through data-driven personalization and automation. By delivering personalized experiences guided by real-time member behavior, Suncoast has been able to improve member experiences and reduce campaign workload, including a 4x increase in engagement with their onboarding message.
Successful customer engagement for financial services requires detailed customer segmentation, message personalization, and connected cross-channel campaigns. Blueshift delivers all three in one platform.
Add the power of Customer AI to your martech investments and maximize ROI. We integrate across email, mobile, web, digital, customer support, and more.
Schedule a personalized product demo with a Blueshift expert.
