Financial Services - Triggered Campaign Use Cases

Check out these example personalization use cases of triggered campaigns for financial services.

Life cycle stages for financial services

Research	Discover	Validate	Onboard	Inform	Expand
Contextually introduce and inform. Capture key identity elements.	Inspire and ensure easy exploration of relevant products and content.	Encourage active product evaluation. Recognize signs of defection.	Reduce time to value with the product or service.	Increase adoption throughout the customer lifecycle.	Nurture and grow LTV while reducing attrition.
No Email Address Available	Product Abandonment	Multiple Case Study Views	First Login to Product	Multiple Content Views	Viewed Additional Products or Features
	Multiple Product Views	Quote, Registration, Checkout or Application Abandonment	Onboarding / Product Assistance	Loyalty Program Offer	Registered / Added for New Feature
	Content Download	Created an Account	Promote Training Content	Event / Webinar Promotion	Ask for Customer Satisfaction Survey Completion
	Email Sign Up Abandon	Requested Additional Information	Completed Onboarding Actions	>New Product or Feature Introduction	Target Customers with Special Offers
	>New Blog Content	Webinar, Event or Demo Sign Up	Not Logged in for X Days

Product Area