Salesforce Docs Portal

Financial Services - Web Use Cases

Drive impact on websites with personalization use cases that other customers have used in web campaigns for financial services.

Personalize your website to increase the conversion rate at each step along the path, consider the customer lifecycle with its six key stages.

Determine the qualification criteria for each stage of the funnel, and what you want prospects or customers to do to advance to the next stage. Then, layer in real-time personalization that makes it easier for website visitors to continue the journey.

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.
Einstein Recipes - Blogs Product Abandonment Einstein Recipes - Content Customer Onboarding New Product / Feature Introduction
New Visitor Education Einstein Recipes - Similar Products / Funds Quote, Registration, Checkout or Application Abandonment Targeted Messaging by Segment Einstein Recipes - Webinars, E-Learning, Virtual Events Ask for a Survey Completion
Continue the Conversation Onboarding Assistance
Referring Source Targeting Email Capture Exit Mitigation Existing Tools and Features Messaging Personalized Homepage Experience Targeted Upsell and Cross Sell
Prospect - Marketing Cloud Personalization Surveys (Premium Edition only) Customer Success - Marketing Cloud Personalization Surveys (Premium Edition only)
Informational Personalization - Used Across the Prospect and Customer Life Cycle to Enhance Overall Performance
Branch Geolocation Update
Important Updates - Market Conditions

See Also