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Marketing Automation & Customer Engagement for

Personal and Consumer Finance


Marketers in the Personal and Consumer Finance industries use Experiture’s marketing solutions to leverage customer and prospect data and present coordinated, multichannel experiences that strengthen engagement and enhance marketing results.

Customer Engagement Solutions for Financial Services Marketers

By integrating data across the organization, Experiture can enable precise segmentation and dynamic, data-driven multichannel messaging that are reinforced with individualized, online customer destinations.

One financial services organization, for example, uses Experiture technology to present a personalized web-based dashboard to its customers, where they can view high-level account information alongside a range of targeted investment and other financial product offers.

Marketing Automation for Personal and Consumer Finance

For consumer finance marketers with direct sales agents, Experiture can draw from existing and acquired customer data to power targeted, individualized offers across email, web, mobile, and more. By presenting highly relevant, coordinated offers across channels, financial services marketers find that Experiture helps turn prospects into sales – and boost their bottom line.

Strengthen Customer Engagement and Maximize Leads-to-Sales with Experiture

Customers such as banks, credit unions, lenders and others use Experiture to power programs such as:

  • Customer “Welcome” Programs for Activation and Onboarding
  • Individualized microsites for Direct Sales Agents
  • Personalized portals for Customers
  • For marketers with direct sales teams, a Decentralized Marketing Module
  • Targeted offers to cold prospects
  • Automated “Lead Nurturing” communications to warm prospects
  • And more

Learn how financial services marketing solutions from Experiture can power dynamic, data-driven streams of multichannel messaging – as well as online customer portals — that feature relevant messaging that drives sales, cross‐sales, and up-sells. Contact Experiture today and ask about our featured Financial Services industry case study, “Marketing Automation and Customer Engagement for Financial Services Marketers”.

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