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Financial Services

Create targeted marketing campaigns.

  • Segment customers dynamically: Create customer segments in real time based on recent transactions, browsing behaviour and life events to ensure highly relevant marketing campaigns.
  • Deliver personalised offers: Tailor financial product recommendations such as credit cards, loans or investment plans based on each customer’s profile and behaviour.
  • Automate engagement: Trigger marketing campaigns instantly when customers reach key milestones, like savings goals or loan payoff, maximising engagement and retention.

Use case summary

Financial services firms can leverage Data Cloud Sub-Second Real-Time to dynamically segment customers, deliver personalised offers and automate timely campaigns, improving customer engagement and driving conversions.

Industry

Financial Services

Salesforce products used

Data Sources Used

Transaction History
Web and App Browsing Data
Loan Application Data
Email Engagement Data
Geolocation Data
Survey and Feedback Data
Life Event Data

Apply Insights and Predictions

By bringing together the data sources referenced in this use case, teams can use prebuilt calculated insights, build their own or run predictive models with Data Cloud that will allow them to make smarter decisions or power new automations.

Dynamic Customer Segmentation Insight Data Cloud instantly segments customers based on recent behaviours such as transactions, online interactions and changes in credit scores. For example, if a customer’s spending indicates a growing business, the system can move them into a small business segment, triggering relevant offers for business loans and banking products.
Personalised Offer Insight Data Cloud tailors offers by analysing customer profiles, recent financial behaviour and life events. For instance, if a customer has shown interest in investment products and has an approaching account anniversary, the system can present a personalised investment advisory offer, increasing the likelihood of engagement and conversion.
Automated Milestone Campaign Insight The platform triggers campaigns automatically when customers reach key milestones, like surpassing a savings goal or maintaining an account for a year. If a customer reaches a significant savings milestone, the system might offer a tailored investment plan or a premium account upgrade, providing timely and relevant options that align with the customer’s financial journey.

What’s the impact?

Increase Conversion Rates
Higher Customer Engagement
Improve Customer Retention
Boost in Cross-Sell Opportunities

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