PERSONALIZATION FOR FINANCIAL SERVICES

Personalization you can bank on

In today’s competitive market, your customers expect personalized experiences at every turn. If done well, you’ll delight them – building loyalty and realizing higher lifetime value. This is the competitive edge you’ve been looking for.

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Proven Results: Running personalization and UX experiments leads to a 7% lift in credit card applications Read case study →

Loved by financial institutions across the globe

Personalization is no longer a nice to have, deliver it faster with Experience OS

Scaling personalization drives better business outcomes, yet many financial services organizations struggle to meet their customer’s expectations for personalization. We built Experience OS to help, so you can build irresistibly personalized, optimized, and synchronized digital customer experiences faster and easier than ever before.

Join us, to:

Cater to your customers needs with personalized experiences, synchronized across the lifecycle
Improve acquisition ROI with personalization from the very-first page view
Maximize engagement and cross-promotion with continuous machine learning optimization
Measure the impact of your program with FI-specific KPIs
Accelerate experience delivery with templates and triggers tailor-made for FIs in an operating system designed to stay compatible with your existing tech stack

A longstanding commitment to Responsible Personalization

Dynamic Yield is private by design and compliant with the latest laws and regulations around the world

GDPR

CCPA

ISO 27001

ISO 27018

ISO 27017

ISO 27701

SOC II

View our full list of accreditations and certifications here →

Expertise in every sector

Retail Banking

Stay ahead of the competition with personalized experiences that exceed customer expectations and increase revenue at every moment in the customer journey.

Small Business

Leverage data and insights to better understand the needs of your small business customers to power personalization that expands relationships and improves engagement.

Co-Brands

Increase activation rate and EMOB and drive top of wallet behavior with personalization from the very first pageview through the post-login experience.

Fintech

Differentiate your business with seamless digital personalization and drive adoption for new digital-first products.

Experiences your customers will love

Browse real personalization examples for every sector and customer stage

Discovery & Acquisition
Activation
Early Month on Book
Cross Promotion
Spend Stimulation
Digital Engagement
Attrition

Discovery & Acquisition
Increase acquisition ROI by serving personalized content, recommendations, offers, and guided experiences from the very first page view. Applies to: Core Banking and Small Business
Activation
Increase activation rate with timely push notifications and triggered emails to reach customers at critical moments. Applies to: Core Banking and Co-Brand
Early Month on Book
Personalize and optimize the post-login experience to increase early month on book usage and spending. Applies to: Core Banking, Small Business, Co-Brand and Fintech
Cross Promotion
Cross-promote additional banking products and services with relevant education content and offers. Applies to: Core Banking and Fintech
Spend Stimulation
Increase everyday spending by leveraging spend data to promote relevant offers in new categories. Applies to: Core Banking, Small Business, Co-Brand and Fintech
Digital Engagement
Convert more customers to digital with relevant and timely nudges from paperless to adding cards to the digital wallet. Applies to: Fintech and Core Banking
Attrition
Get disengaged customers to come back to your institution with relevant, timely, and personalized offers. Applies to: Fintech and Core Banking

Small Business

Core Banking

Core Banking

Co-Brand

Core Banking

STRATEGY Target users who have just purchased a travel card with offers and education on card benefits

Small Business

Fintech

Core Banking

STRATEGY If a customer is spending heavily in fashion, but not food, promote grocery-related offers

STRATEGY Increase card usage by encouraging recent first purchasers to add their card to their digital wallet

STRATEGY If a customer is spending heavily in fashion, but not food, promote grocery-related offers

Dynamic Yield has allowed us to optimize experiences throughout the members’ journey, triggering and deploying tailored messaging, notifications, and more to improve the end-user experience, helping us achieve key growth results.