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Visit our <a href="/privacy-policy/">privacy policy</a> to learn more about how we process your data and your rights as a data subject.</div></div><form class="mktoForm" data-formId="3876" data-formInstance="sub-popup"></form></div><div class="lc-subscription-ty-block lc-subscription-inner"><h4 class="lc-subscription-title text-center">Thanks for<br> signing up!</h4></div></div></div></div><div id="top-nav-backdrop"></div><div id="et-main-area"><div id="main-content"><div class="container"><div id="content-area" class="clearfix"><article id="post-197020" class="post-197020 use-case type-use-case status-publish format-standard hentry case-theme-journey-personalization case-industry-finance case-channel-mobile-app case-channel-mobile-web case-channel-web case-pages-sitewide case-efforts-low case-experience-overlays case-tags-core-banking case-tags-small-business no-related-templates"><div class="title-section"><div class="title-tagline"> <a class="use-cases_link desktop" href="https://www.dynamicyield.com/personalization-examples/">Personalization Examples</a> <a class="use-cases_link mobile" href="https://www.dynamicyield.com/personalization-examples/">Personalization Examples</a> <i class="fa fa-angle-right" aria-hidden="true"></i> <a class="case_theme_link journey-personalization" href="https://www.dynamicyield.com/examples/theme/journey-personalization/ ">Journey Personalization</a></div><div class="title-wrapper"><h1 class="main_title">Increase acquisition ROI by serving personalized content, recommendations, offers, and guided experiences from the very first page view</h1></div></div><div class="entry-content"><div class="use_case_sidebar"><div class="tag_list"><div class="tag_item case_lifecycle"><h4>Life Cycle Stage</h4> <span>Discovery and Acquisition</span></div><div class="tag_item case_industry"><h4>Industry</h4> <a href="https://www.dynamicyield.com/examples/industry/finance/ "><span class="underlined">Finance</span></a></div><div class="tag_item case_channel"><h4>Channel</h4> <a href="https://www.dynamicyield.com/examples/channel/mobile-app/ "><span class="underlined">Mobile App</span></a>, <a href="https://www.dynamicyield.com/examples/channel/mobile-web/ "><span class="underlined">Mobile Web</span></a>, <a href="https://www.dynamicyield.com/examples/channel/web/ "><span class="underlined">Web</span></a></div><div class="tag_item case_pages"><h4>Impacted Pages</h4> <a href="https://www.dynamicyield.com/examples/impacted-pages/sitewide/ "><span class="underlined">Sitewide</span></a></div><div class="tag_item case_experience"><h4>Experience Type</h4> <a href="https://www.dynamicyield.com/examples/experience-type/overlays/ "><span class="underlined">Overlays and Popups</span></a></div><div class="tag_item case_efforts"><h4>Implementation Effort</h4> <a href="https://www.dynamicyield.com/examples/effort/low/ "><span class="underlined">Low</span></a></div><div class="tag_item case_tags"><h4>Tags</h4> <a href="https://www.dynamicyield.com/examples/tag/core-banking/ "><span class="underlined">Core Banking</span></a>, <a href="https://www.dynamicyield.com/examples/tag/small-business/ "><span class="underlined">Small Business</span></a></div></div></div><div class="use_case_who_content"><div class="use_case_content"> <strong>Who: </strong><p>Leading small business bank</p></div></div><div class="use_case_strategy_content"><div class="use_case_content"> <strong>Strategy: </strong><p>This leading small business bank served surveys which asked visitors about their business industry, financial goals, and more and used the responses to create a more relevant and impactful site experience. 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small business bank<\/p>\n","strategy_content":"<p>This leading small business bank served surveys which asked visitors about their business industry, financial goals, and more and used the responses to create a more relevant and impactful site experience. As a result of enabling self-segmentation through these surveys, this bank saw an overall increase in the acquisition of new small business cardholders.<\/p>\n","hypothesis_content":"<p>Successfully acquiring new cardholders requires an understanding of their unique needs and interests. By using surveys to recreate an in-person consultative experience, banks can offer tailored discovery and determine the right small business product and\/or service to recommend.<\/p>\n"}" class="is-current is-default">Small Business</button><button data-config="{"use_as_default":false,"sub_vertical":{"term_id":2168,"name":"Core 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Bank<\/p>\n","strategy_content":"<p>This leading bank served surveys which asked visitors about their financial goals, retirement information, and more and used the responses to create a more relevant and impactful site experience. As a result of enabling self-segmentation through these surveys, this bank saw an overall increase in the acquisition of new customers. <\/p>\n","hypothesis_content":"<p>Successfully acquiring new customers requires an understanding of their unique needs and interests. By using surveys to recreate an in-person consultative experience, banks can offer tailored discovery and determine the right core banking product and\/or service to recommend.<\/p>\n"}" class="">Core Banking</button></div><div class="use_case_image"><div class="use_case_image_wrap ATF"> <img src="https://www.dynamicyield.com/wp-content/uploads/2023/07/fi-guided-selling-small-biz.png" alt="Increase acquisition ROI by serving personalized content, recommendations, offers, and guided experiences from the very first page view" width="700" height="460" class="desktop_image" loading="eager"> <img src="https://www.dynamicyield.com/wp-content/uploads/2023/07/fi-guided-selling-small-biz-m.png" alt="Increase acquisition ROI by serving personalized content, recommendations, offers, and guided experiences from the very first page view" width="270" height="365" class="mobile_image" loading="eager"></div></div><div class="use_case_hypothesis_content"><div class="use_case_content"> <strong>Hypothesis: </strong><p>Successfully acquiring new cardholders requires an understanding of their unique needs and interests. By using surveys to recreate an in-person consultative experience, banks can offer tailored discovery and determine the right small business product and/or service to recommend.</p></div></div></div></article></div></div></div><div class="related_use_cases_wrap"><div class="container"><h2>More from our Inspiration Library</h2><div class="use-cases-grid-posts"><div class="use_cases_item_wrap"><div class="use_cases_item journey-personalization"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/journey-personalization/">Journey Personalization</a> <a href="https://www.dynamicyield.com/use-case/personalize-emails-by-loyalty/" class="use_case_item_link"><h4>Personalize emails based on loyalty</h4></a> <a href="https://www.dynamicyield.com/use-case/personalize-emails-by-loyalty/" class="button-arrow animlink">VIEW NOW</a></div></div><div class="use_cases_item_wrap"><div class="use_cases_item journey-personalization"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/journey-personalization/">Journey Personalization</a> <a href="https://www.dynamicyield.com/use-case/testing-the-order-of-the-homepage-elements/" class="use_case_item_link"><h4>Testing the order of homepage elements to increase engagement</h4></a> <a href="https://www.dynamicyield.com/use-case/testing-the-order-of-the-homepage-elements/" class="button-arrow animlink">VIEW NOW</a></div></div><div class="use_cases_item_wrap"><div class="use_cases_item journey-personalization"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/journey-personalization/">Journey Personalization</a> <a href="https://www.dynamicyield.com/use-case/recently-viewed-product-recommendation-drawer/" class="use_case_item_link"><h4>Using a sliding drawer to make previously viewed products top-of-mind</h4></a> <a href="https://www.dynamicyield.com/use-case/recently-viewed-product-recommendation-drawer/" class="button-arrow animlink">VIEW NOW</a></div></div><div class="use_cases_item_wrap"><div class="use_cases_item journey-personalization"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/journey-personalization/">Journey Personalization</a> <a href="https://www.dynamicyield.com/use-case/user-affinity-based-filter-ordering/" class="use_case_item_link"><h4>Designing personalized filters based on user affinity to ease the navigation experience</h4></a> <a href="https://www.dynamicyield.com/use-case/user-affinity-based-filter-ordering/" class="button-arrow animlink">VIEW NOW</a></div></div></div><div class="all_use_cases_link_wrap"> <a href="https://www.dynamicyield.com/personalization-examples/" class="button-arrow animlink"> MORE PERSONALIZATION EXAMPLES</a></div></div></div><style type="text/css">@media only screen and (min-width: 768px) {
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