Leveraging data to personalize the customer experience is difficult
Today’s consumers expect hyper-personalized and seamless digital experiences.
In spite of this, most financial institutions lack the data analytics capabilities to properly leverage personalization opportunities, even with vast databases of rich data points.
Use transaction intelligence to deliver highly personalized services
Bud’s advanced AI capabilities help you deliver highly personalized services through bespoke rules that target particular customer characteristics.
By using these to create features such as custom signals that trigger messaging, offers or a financial health score, you can help customers bolster their financial wellbeing.
Right offer, right time
Use data to responsibly cross-sell, making the right product offer at the right time, and increasing customer satisfaction and conversion.
Meet regulatory requirements
Deliver on your compliance obligations and brand promise to truly help customers achieve their financial objectives.
Exceed customer expectations with a service that makes them feel valued and understood, proactively supporting them when they need it most.
“Partnering with Bud will empower our customers, by ensuring their data works even better in their favor, helping them move their finances forward.”
Other ways Engage can personalize your customers' experience
Categorization that's hard to beat.
Build engagement and loyalty.