Financial Services - Journey Builder Triggered Email Use Cases

Check out these example personalization use cases for Journey Builder triggered email campaigns.

Tip
Tip New to Marketing Cloud Personalization and Journey Builder integration? If you haven’t sent segment data from Marketing Cloud Personalization to Journey Builder before, refer to the Triggered Campaign Use Cases instead. They offer all the Journey Builder use case functionality plus additional real-time use cases that Journey Builder use cases don’t support.

Segment Join is based on real-time user events tracked by Marketing Cloud Personalization. Sending a user to Journey Builder upon segment join doesn’t support the segment join that occurs during the daily segment refresh.

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.
Signed up for Email Multiple Site Visits Created an Account Logged into Account Multiple Content Views Viewed New Product / Funds
Content Engagement Multiple Content Views Requested Additional Information Promote Training Content Loyalty Program Target Customers with Special Offers
  Viewed Specific Category Webinar, Event or Demo Sign Up Completed Onboarding Actions Event or Webinar Promotion Purchased New Product