Creating an omnichannel customer journey experience in Finance
2026-02-28 16:55 Diff

Who:

A large consumer financial services company in Germany

Strategy:

To keep users engaged, the financial organization began surfacing personalized offers or content for each customer based on their brand affinity, spending power, and financial preferences. The recommendations were displayed throughout the site, ensuring customers did not miss out.

Hypothesis:

Today’s consumers typically interact with a company across channels, perhaps browsing a site once, then clicking an email, and later scrolling through a mobile app. These interactions should feel cohesive, and consumers expect companies to tailor these experiences, no matter the channel. Integrating point solutions with Dynamic Yield helps marketers create omnichannel experiences because the data collected in each channel can be shared and targeted across marketing stacks, ensuring users are engaged at all times.

What real growth looks like with personalization

  • How Valamar converts travel intent into bookings with real-time context

  • What makes Saks’ personalization engine a game-changer for driving 10% more conversions?

  • Bringing the in-store expert online: How Bergzeit reinvented gear discovery with conversational commerce

  • 32% of Total Purchases from AdaptML Recommendations

  • +88% Conversion Uplift with Mastercard Predictive Spend Insights

  • Making Personalization a Breeze for Leading Financial Institutions

  • +10.3% uplift in add-to-cart rate

  • 39% decrease in same-month cancellations

  • 16% contribution to D2C revenue from Dynamic Yield

  • 16% of revenue from recommendations