your financial services are
when and where
your customers require them.
Contextual interactions,
from small purchases
to important events,
MYBANK
Hungry?. It's 12:30.
Get a 25% discount with your credit card. Click here to see more
M
VALUE
Define your targets considering
their demographic profile, consumption patterns
attributes priorities and value potential.
Dynamic Segmentation
activates high-value proposals for each customer
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GrandVille
millenial C4
MYBANK
Looking for a new house?.
The home loan that's right for you.
2.75% 30 years fixed rate
AI cluster:
SEGMENT: Millenial C4
GEOFENCE: Grand Ville Apartments
STAY: 30 mins
EVENTS
a sequence of actions that develops lifetime customer value for each of your segments
Proximity Marketing
Orchestrate individualized experiences in every stage of the customer lifecycle.
Gourment cross sell - QSR to Bistros
Jun/05/2021
Oct/15/2021
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Little Italy
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AI trigger:
CAMPAIGN: Gourmet cross-sell
GEOFENCE: Little Italy
START: 12.30
MYBANK
Fratelli has a surprise for you!.
Get 2 x 1 in the wine colletion
Hurry, it end at 8.30 pm
CASES
control the customer experience
throughout the buying process
with alerts, retargets, and escalations
Customer Journey
Orchestrate individualized experiences in every stage of the customer lifecycle.
auto dealers
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AI sequence:
CAMPAIGN: Luxury auto loan
GEOFENCE: Beverly Hills
CONDITION: 20% DP
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MYBANK
Your car is ready to GO!!.
Auto loan as low as 1.99% APR
Get pre-approved, click here
Luxury Cars
TASKS
respond to the customer wherever they are on their unique journey to deliver the right message
and suppress the wrong ones on time.
synchronized omnichannel
Engage with your customer proactively by anticipating their needs and providing personalized support.
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Medical Center
AI moment:
ALERT: Medical situation
GEOFENCE: Baltimore MED
STAY: 120 mins/PM
MYBANK
If you need help, let us know.
We will call you.
Just, click here
OPPORTUNITIES
Discover and develop business with each client by activating events that generate demand for your services
tagging deals
Increase your revenue and improve your sales success rates with full visibility into all interactions along your "sales pipeline".
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Down Payment >20%
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AI tag:
FUNNEL: Portfolio design
GEOFENCE: Branch 101
ACTION: Transfer
MYBANK
thanks for the meeting today.
the investment portfolio that we design for you it's ready. Click here
Financial Center
RESULTS
Contextual data analysis facilitates decision making and prediction of behaviors that optimize the return on investment in marketing
timely decision making
Maximize the profitability and loyalty of each client by personalizing proposals and solutions
that are valued by your customer
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request a demo and we will design test campaigns to be applied at your points of sale