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CHALLENGES

Creating unique, personalized experiences that give customers what they need to get the most from their financial and lifestyle goals requires a level of real-time data and behavioral insight that most financial services companies struggle to attain.

SOLUTION

RichRelevance’s unified user profile, interoperability, and self-driven AI give financial services companies the ability to capture and understand customer intent and use that intelligence in combination with algorithms and machine learning to deliver personalized – and regulatory compliant – offers and experiences across every channel – mobile, instore, web and ATM.

OUTCOME

Intelligent personalization paves the way for digital transformation, allowing you to launch smarter, more targeted campaigns, for increased engagement and retention, deeper and stronger relationships, and expanded revenues.

Why RichRelevance?

The world’s best retailers and brands have trusted RichRelevance for over 10 years to provide personalized, real-time digital interactions for their customers. As the pioneer, RichRelevance has led the evolution of the digital commerce personalization space. Using real-time data and a variety of AI techniques, RichRelevance allows Financial Services Providers to progressively build a rich and complex profile of each customer and use that understanding to stage increasingly personalized and context relevant experiences across every stage of the customer lifecycle.

Recommended Reading

Explore our wealth of thought leadership and best practice content designed to help innovative retailers and brands improve even more.

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White Papers

Forrester: Total Economic Impact

This report highlights the qualitative and quantitative benefits of implementing omnichannel personalization capabilities using the Relevance Cloud™.

White Papers

Personalization Maturity Model

Model that looks at where your business is on its omnichannel personalization journey.

White Papers

Solving 5 User Matching Challenges

This paper shares how you can leverage user ID matching and RichRelevance features to identify users and motivate shoppers to log in.

Webinars

Utilize Your CX to Disrupt Your Market

Webinar which reveals how you ensure that your customer experience is superior to your competitor's?

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