Create highly targeted personal finance marketing campaigns that enhance customers’ financial wellbeing.

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Financial 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. 


Suncoast Credit Union Cultivates 1:1 Relationships Through Data and Automation

Blueshift has allowed us to have more of a 1:1 relationship with our members. By being able to slice and dice our member data into more manageable segments and better understand their unique needs, we’re really able to provide members with the proper communication and resources…”

Dana Martin
Dana Martin Marketing Automation Strategist, Suncoast Credit Union
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Increase in open rates with personalized journeys
1:1 messages 10+ million users

Customer Success Story

LendingTree Grows Customer Engagement with Intentional Journeys

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.

Customer Success Story

Clearscore Makes Messaging 10 Million Users Feel Personal

Clearscore partners with Blueshift to run hyper-personalized customer journeys to over 10 million users globally. With Blueshift, Clearscore is able to build better integrated, better targeted cross-channel messages, making 40 million messages a month feel personal by delivering dynamic content relevant to each unique user.


Target 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. 

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Real-Time CDP

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 Personalization

Use AI to personalize every message and recommendations for every customer, and deliver them at the right time and on the right channels.
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Cross-Channel Hub

Build connected customer experiences by integrating and automating your marketing campaigns across email, SMS, mobile app, paid marketing, and more.
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Use The Tools You Love To Maximize Marketing ROI

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


Expand Your AI Marketing Knowledge With Blueshift Resources

Smarter Cross-Channel Marketing Starts Here

Schedule a personalized product demo with a Blueshift expert.