For Banks, Credit Unions, & Financial Services Companies
Personalize your website's content, imagery, and offers based on user behavior and data
Website Personalization Speaks To Your Customers
Be Part of the Moment
Sarah has been perusing car ads. Steven has read two of your articles on home equity loans. Pam started a mortgage application but abandoned it. When these customers or members visit your site, they will see offers, articles and images relevant to their disparate lives. DBS DX can help you create a site that speaks to all of them. We’ll start with just a few personas like homeowners, parents, or new credit builders - and can eventually scale to dozens.
Power Website Personalization With Multiple Data Sources
Talk to the Website Personalization Experts
Effective website personalization utilizes a blend of data from multiple sources. DBS DX can help you leverage your DMP, CRM, and CMS to design your organization’s personalization hierarchy and strategy.Contact Us
Website Personalization Use Cases for Financial Services
Fuel Next Best Product Recommendation
Use your institution’s available, integrated data to predict and identify your customer’s next best product. Then push that recommendation to your CRM to help your sales agents and loan officers quickly understand what your customer has been researching on your website or across the internet.
Personalize your website to reflect where your customers and members live and do business. Anything from homepage imagery to events and special offers can be tailored based on a website user’s physical location.
Targeted Offers & Pre-Approvals
Pre-approved offers are a great way to drive a lot of business - fast. We can help with lists, criteria, exclusions, and any other aspects of a targeted loan offer. We can even personalize the emails and landing pages to each sender!
Leverage Credit Report Data for Personalized Offers
Every piece of data is a door to growing business. When someone finances their car with you, why not also utilize that fresh credit report data to generate additional offers? It’s a win-win for your institution and your customer - and eliminates the need for additional hard credit pulls.