---
schema_version: "1"
id: 4af98a5d41c9d0c336394545159024939e182edba205dd5377779e77613831de
title: Financial Services - Online to Offline - Sales Cloud and Service Cloud Integration
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_sales_service_finserv.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_pers_use_case_sales_service_finserv.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a0c5e56c486a27b805e789a524abd764e0123965f7db74ee371e85d0e7cc8e3e
description: Check out these example personalization use cases for Sales Cloud and Service Cloud integration.
products:
  - Marketing
  - Salesforce Personalization
release: "264"
---
# Financial Services - Online to Offline - Sales Cloud and Service Cloud Integration

Check out these example personalization use cases for Sales Cloud and Service Cloud integration.

When it comes to personalizing your prospect and customers experience to increase the conversion rate at each step along the path, consider the customer lifecycle. There are six key stages in our example of the customer lifecycle: Research, Discover, Validate, Onboard, Inform, and Expand.

By building on visitor affinities with real-time interactions with your website, Marketing Cloud Personalization determines the next piece of content or product they’re most likely to respond to. Making this data available to offline systems like Sales Cloud or Service Cloud enables salespeople and service agents to make in-the-moment, relevant recommendations to prospects or customers.

![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)

     
| 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. |
| No User ID Available | [Einstein Recipes - Similar Products / Funds](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvS/x1kHCgE_yMIGAhvpQxIFWWRZlJlwU9DvokXCnKN86x4) | [Einstein Recipes - Content](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvS/x1kHCgE_yMIGAhvpQxIFWWRZlJlwU9DvokXCnKN86x4) |   | [Einstein Recipes - Webinars, E-Learning, Virtual Events](https://org62.my.salesforce.com/sfc/p/#000000000062/a/3y000001ptvO/HHrkaoRxe_7SgeIGAiLDRBlxRQg.XOnp_uPw1oHz9.g) |   |

#### 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.")