---
schema_version: "1"
id: 2da821e780a9dbede3fe1aefe9797719d8d7aeec6233925648d19cb42deed53d
title: Financial Services - Open-Time Email Use Cases
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_pers_use_case_email_finserv.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_pers_use_case_email_finserv.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 48c6926f3570ede012e81dac030306b16acf6d636ee8bda28c07fc9bbc24347c
description: Check out personalization use cases of email campaigns for financial services.
products:
  - Marketing
  - Salesforce Personalization
release: "264"
---
# Financial Services - Open-Time Email Use Cases

Check out personalization use cases of email campaigns for financial services.

Personalization Open-Time Email delivers personalized product recommendations each time a recipient opens an email. It uses your existing email campaigns and sends notifications through your current Email Service Provider (ESP). You send email campaigns using the same tools you currently use. To enable messages to be personalized at open time, you add HTML generated by the Open-Time email tool.

Using Open-Time Email helps you solve the challenge of personalizing all types of email at scale, including:

- one-to-all broad-based commercial calendar campaigns
- one-to-many targeted segment-specific communications
- one-to-one automated emails based on high value subscriber events or actions

Assume you've captured the email address of a website visitor and they’ve qualified for your email campaign stream. You're now able to include up to the moment, relevant cross channel content within your emails rendered at time of open. Content populates each time a subscriber opens an email. You ensure that each individual receives the most up-to-the-moment, relevant content, regardless of where they are in their customer journey.

![Life cycle stages for financial services](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_personalization-264-0-0-production-enus/16bf1f60-f44c-4260-a56e-f052cfe515a3/mc_personalization/images/mc_pers_use_case_finserv.png)

To learn how to deliver real-time, personalized content in your email campaigns, click Acquisition or Customer Success for one of the following campaign types.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d24664e81">Research</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d24664e84">Discover</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d24664e87">Validate</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d24664e90">Campaign Type</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d24664e93">Onboard</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d24664e97">Inform</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d24664e100">Expand</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Research" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d24664e81 ">&nbsp;</td>

            <td data-label="Discover" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d24664e84 ">Inspire and ensure easy exploration of relevant products and content</td>

            <td data-label="Validate" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d24664e87 ">Encourage active product evaluation. Recognize signs of defection.</td>

            <td data-label="Campaign Type" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d24664e90 ">&nbsp;</td>

            <td data-label="Onboard" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d24664e93 ">Reduce time to value with the product or service.</td>

            <td data-label="Inform" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d24664e97 ">Increase adoption throughout the customer lifecycle.</td>

            <td data-label="Expand" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d24664e100 ">Nurture and grow LTV while reducing attrition.</td>

          </tr>
          <tr class="">
            <td data-label="Research" class="slds-cell-wrap" rowspan="3" style="text-align:left;vertical-align:top;" headers="d24664e81 ">No Email Address Available</td>

            <td data-label="Discover" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" headers="d24664e84 d24664e87 ">
              <a href="https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvL/2liuEAhSQHZlPIOBwPFa.eXRxLHNZ8R.RfgWURZRSMA" target="_blank">Acquisition</a>
            </td>

            <td data-label="Campaign Type" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d24664e90 ">1:All Recurring</td>

            <td data-label="Onboard" class="slds-cell-wrap" colspan="3" style="text-align:center;vertical-align:top;" headers="d24664e93 d24664e97 d24664e100 ">
              <a href="https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvX/xhnKQ06CPpkisp0HYUqaWMwwHiIM6UJUM1bKFibSpiY" target="_blank">Customer Success</a>
            </td>

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            <td data-label="Discover" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" headers="d24664e84 d24664e87 ">
              <a href="https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvT/PQ5Y0kvPoH9NkQmaQgVO8iyN.0NIS3sZVxIwyReEwqs" target="_blank">Acquisition</a>
            </td>

            <td data-label="Campaign Type" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d24664e90 ">1:Many Ad Hoc</td>

            <td data-label="Onboard" class="slds-cell-wrap" colspan="3" style="text-align:center;vertical-align:top;" headers="d24664e93 d24664e97 d24664e100 ">
              <a href="https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001pttQ/mmq8lsaaJU3ZmetUUIYHojUpmy3cSr2CD199VlcTmfQ" target="_blank">Customer Success</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Discover" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" headers="d24664e84 d24664e87 ">
              <a href="https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvE/ObIyKvmrl7uI0HQ.VoaH.zuzdnNmjNkfHm0AKzTXKLw" target="_blank">Acquisition</a>
            </td>

            <td data-label="Campaign Type" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d24664e90 ">1:1 Automated</td>

            <td data-label="Onboard" class="slds-cell-wrap" colspan="3" style="text-align:center;vertical-align:top;" headers="d24664e93 d24664e97 d24664e100 ">
              <a href="https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvc/w.lxrOYlb2XwUHxCQgo_p7P5Fk2ZqykZc_.e70s.rTs" target="_blank">Customer Success</a>
            </td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Consider Personalization Use Cases](https://help.salesforce.com/s/articleView?id=mktg.mc_pers_use_case_about.htm&release=264.0.0&type=5 "Browse the Use Case Library to look for ideas and inspiration for your own personalization solutions. The use cases represent popular examples. But they’re not templates, nor do they encompass the full range of possible use cases for your business. Before you commit to implementing one or more personalization use cases, determine whether the use case aligns with your business goals, priorities, and other suitability criteria.")