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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-123181" class="post-123181 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-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">Algorithmically recommend the most relevant content and services during every phase of the user’s journey</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/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 drive user engagement, the company recommended compelling content and services, tailored to different stages of the user’s journey, in order to effectively educate site visitors on the resources available to them to better nurture their relationships. For example, as the site visitor evolved by becoming a returning user, credit card member, or house owner, the recommended content changed to match the user’s current behavior.</p></div></div><div class="use_case_image"><div class="use_case_image_wrap ATF"> <img src="https://www.dynamicyield.com/wp-content/uploads/2022/03/finance-customer-journey-recs.png" alt="Algorithmically recommend the most relevant content and services during every phase of the user’s journey" width="700" height="403" class="desktop_image" loading="eager"> <img src="https://www.dynamicyield.com/wp-content/uploads/2022/03/finance-customer-journey-recs-m.png" alt="Algorithmically recommend the most relevant content and services during every phase of the user’s journey" width="270" height="158" class="mobile_image" loading="eager"></div></div><div class="use_case_hypothesis_content"><div class="use_case_content"> <strong>Hypothesis: </strong><p>Different stages of the funnel require different types of recommendations. Users in the early stages are curious to learn about the company and the services they offer, whereas returning customers are interested in additional plans and options available to them. In order to ensure customers are always served relevant content, it is necessary to make sure these experiences reflect where each user is in the customer journey.</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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}
} 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>
<!-- Dynamic page generated in 1.231 seconds. -->
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