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.

direct mail

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.

CDP customer profile

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.
web segment

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.
personal finance Lending Tree logo
personal finance Amerilife logo
personal finance Clear Score logo
personal finance Suncoast Credit Union logo
personal finance Smartasset logo
personal finance Laurel Road logo
personal finance TotallyMoney logo
personal finance Freedom Finance logo
personal finance Lending Tree logo
personal finance Amerilife logo
personal finance Clear Score logo
personal finance Suncoast Credit Union logo
personal finance Smartasset logo
personal finance Laurel Road logo
personal finance TotallyMoney logo
personal finance Freedom Finance logo
Shopify logo
Zen Desk logo
Google Ads logo
Facebook logo
Magento icon
Salesforce logo
LiveRamp logo
Snowflake logo

MAKE YOUR MARTECH STACK WORK HARDER

Use The Tools You Love To Maximize Marketing ROI

Add the power of Customer AI to your martech investments and maximize ROI. We integrate across email, mobile, web, digital, customer support, and more. 

Smarter Cross-Channel Marketing Starts Here

Schedule a personalized product demo with a Blueshift expert.