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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-123131" class="post-123131 use-case type-use-case status-publish format-standard hentry case-theme-product-discovery case-industry-finance case-channel-mobile-web case-channel-web case-pages-sitewide case-efforts-low case-experience-recommendations case-tags-affinity-based-personalization case-tags-content-recommendations case-tags-product-recommendation-strategies 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 product-discovery" href="https://www.dynamicyield.com/examples/theme/product-discovery/ ">Product Discovery</a></div><div class="title-wrapper"><h1 class="main_title">Display curated recommendations based on customers’ spending power and financial preferences throughout the site</h1></div></div><div class="entry-content"><div class="use_case_sidebar"><div class="tag_list"><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-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/recommendations/ "><span class="underlined">Recommendations</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/affinity-based-personalization/ "><span class="underlined">Affinity-Based Personalization</span></a>, <a href="https://www.dynamicyield.com/examples/tag/content-recommendations/ "><span class="underlined">Content Recommendations</span></a>, <a href="https://www.dynamicyield.com/examples/tag/product-recommendation-strategies/ "><span class="underlined">Product Recommendation Strategies</span></a></div></div></div><div class="use_case_who_content"><div class="use_case_content"> <strong>Who: </strong><p>A large consumer financial services company in the United States</p></div></div><div class="use_case_strategy_content"><div class="use_case_content"> <strong>Strategy: </strong><p>To keep users engaged, the financial organization began surfacing personalized bundles which composed of offers and content to each customer based on their brand affinity, spending power, and financial preferences. The company used merchandising rules to curate these assortments. Some of the rules included showing an article based on a different category on every slot and upselling the site visitor on the last slot.</p></div></div><div class="use_case_image"><div class="use_case_image_wrap ATF"> <img src="https://www.dynamicyield.com/wp-content/uploads/2020/05/finance-curated-content-recs.png" alt="Display curated recommendations based on customers’ spending power and financial preferences throughout the site" width="700" height="521" class="desktop_image" loading="eager"> <img src="https://www.dynamicyield.com/wp-content/uploads/2020/05/finance-curated-content-recs-m.png" alt="Display curated recommendations based on customers’ spending power and financial preferences throughout the site" width="270" height="200" class="mobile_image" loading="eager"></div></div><div class="use_case_hypothesis_content"><div class="use_case_content"> <strong>Hypothesis: </strong><p>Facilitating content discovery for site visitors is a great way to decrease exit rates and increase site loyalty. Using personalized content recommendations based on visitors’ interests, preferences, and behavior, companies can be sure users are only exposed to content they are interested in, increasing the likelihood of engagement.</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 product-discovery"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/product-discovery/">Product Discovery</a> <a href="https://www.dynamicyield.com/use-case/live-commerce-personalization/" class="use_case_item_link"><h4>Differentiate the live commerce experience with personalized recommendations</h4></a> <a href="https://www.dynamicyield.com/use-case/live-commerce-personalization/" class="button-arrow animlink">VIEW NOW</a></div></div><div class="use_cases_item_wrap"><div class="use_cases_item product-discovery"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/product-discovery/">Product Discovery</a> <a href="https://www.dynamicyield.com/use-case/personalize-shipping-confirmation-emails/" class="use_case_item_link"><h4>Increase retention with personalized shipping confirmation emails</h4></a> <a href="https://www.dynamicyield.com/use-case/personalize-shipping-confirmation-emails/" class="button-arrow animlink">VIEW NOW</a></div></div><div class="use_cases_item_wrap"><div class="use_cases_item product-discovery"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/product-discovery/">Product Discovery</a> <a href="https://www.dynamicyield.com/use-case/deep-learning-recommendations/" class="use_case_item_link"><h4>Recommend the next best product per user with deep learning</h4></a> <a href="https://www.dynamicyield.com/use-case/deep-learning-recommendations/" class="button-arrow animlink">VIEW NOW</a></div></div><div class="use_cases_item_wrap"><div class="use_cases_item product-discovery"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/product-discovery/">Product Discovery</a> <a href="https://www.dynamicyield.com/use-case/offline-purchase-recommendations-in-email/" class="use_case_item_link"><h4>Email personalized recommendations to users who never purchased online</h4></a> <a href="https://www.dynamicyield.com/use-case/offline-purchase-recommendations-in-email/" 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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form_field = form[0].querySelector('input[type="hidden"][name="' + form_key + '"]');
if(form_field) {
form_field.value = ls_value;
}
} else {
for(var j = 0; j < form_key.length; j++) {
form_field = form[0].querySelector('input[type="hidden"][name="' + form_key[j] + '"]');
if(form_field) {
form_field.value = ls_value;
}
}
}
}
}
// IP Address
fetch('https://www.cloudflare.com/cdn-cgi/trace').then(function(result) {
result.text().then(function(values) {
values.split("\n").map(function(item) {
var pair = item.split('=');
if(['ip'].includes(pair[0])) {
form[0].querySelector('input[type="hidden"][name="IP__c"]').value = pair[1];
}
});
});
});
// GA ID and Referrer
var dy_utms_cookie = {};
document.cookie.split(';').forEach(function(el) {
var splitCookie = el.split('=');
var key = splitCookie[0].trim();
var value = splitCookie[1];
dy_utms_cookie[key] = value;
});
if(dy_utms_cookie["_ga"]) {
form[0].querySelector('input[type="hidden"][name="Visitor_ID__c"]').value = dy_utms_cookie["_ga"].substring(6);
}
if(dy_utms_cookie["personalize_referrer_string"]) {
form[0].querySelector('input[type="hidden"][name="Referral__c"]').value = dy_utms_cookie["personalize_referrer_string"].substring(6);
}
// ZoomInfo
if(localStorage.getItem('ZoomInfoData')) {
var zoominfo_data = JSON.parse(localStorage.getItem('ZoomInfoData'));
if(zoominfo_data) {
form[0].querySelector('input[type="hidden"][name="Alexa_Rank__c"]').value = zoominfo_data.alexaglobalrank;
form[0].querySelector('input[type="hidden"][name="Employees__c"]').value = zoominfo_data.employeesrange;
form[0].querySelector('input[type="hidden"][name="Company_Revenue_Range__c"]').value = zoominfo_data.estimatedannualrevenue;
}
}
// Also, dispatch a dataLayer event on success
_form.onSuccess(function(values, follow_up_url) {
window.dataLayer = window.dataLayer || [];
if([3739, 4802, 5094, 5110, 4946, 5076, 5116, 5171, 5172, 5173].includes(_form.getId())) {
window.dataLayer.push({
'event': 'demo_request_complete',
'eventCallback': function() {
if(follow_up_url) {
window.location.href = follow_up_url;
}
}
});
return false;
} else if([3876].includes(_form.getId())) {
window.dataLayer.push({
'event': 'newsletter_signup_complete',
'eventCallback': function() {
if(follow_up_url) {
window.location.href = follow_up_url;
}
}
});
return false;
}
});
});
}</script> <script>if(typeof(jQuery) !== 'undefined') {
$ = jQuery.noConflict();
}
function getUrlParameter(sParam) {
var sPageURL = decodeURIComponent(window.location.search.substring(1)),
sURLVariables = sPageURL.split('&'),
sParameterName,
i;
for (i = 0; i < sURLVariables.length; i++) {
sParameterName = sURLVariables[i].split('=');
if (sParameterName[0] === sParam) {
return sParameterName[1] === undefined ? true : sParameterName[1];
}
}
}
$(window).load(function(){
var videoID = getUrlParameter('video');
if(videoID !== undefined){
if($('#wistia-' + videoID + '-1').length){
var videoName = $('#wistia-' + videoID + '-1').parents('.tab-pane');
videoName = videoName[0].id
}
if($('a[href="#' + videoName +'"]').length){
$('a[href="#' + videoName +'"]').each(function(){
$(this).click();
});
}
addScript('https://fast.wistia.com/embed/medias/'+ videoID +'.jsonp');
addScript('https://fast.wistia.com/assets/external/E-v1.js');
$('body').append('<span class="wistia_embed wistia_async_'+videoID+' popover=true popoverContent=link dy-wistia-popup" style="display:inline"></span>');
window._wq = window._wq || [];
_wq.push({ id: videoID, onReady: function(video) {
var video = Wistia.api(videoID);
video.popover.show(); // open the popover
video.play(); // play the video
setTimeout(function(){video.unmute();}, 500);
}});
}
});</script> <style>#adBanner {
background-color: transparent;
height: 0;
width: 1px;
}</style><div id="wrapfabtest"><div id="adBanner"></div></div></body></html>