Personalisation step by step
1. Data integration
Transactional data is the backbone of the personalisation process, giving you a unique insight into the lifestyle, habits and preferences of your customers. Add non-traditional data sources, such as geolocation, online banking behaviour and campaign engagement history, to create even more sophisticated use cases.
2. Profile building
Categorise customers based on variables related to their everyday lives, from how they bank through when they shop to where they eat out. W.UP comes with pre-built profiles that you can turn into better targeting, happier customers and more sales right away.
3. Setting up triggers
Spot customers who haved reached a new life stage based on banking data patterns and delight them with the exact offer or advice they need. Our data scientist team has already worked these triggers out for you. Do you have your own ideas? Great! Import your own data models and create campaigns even faster.
4. Selecting use cases
From next-level spending reports to well-timed savings advice, find the best ways to satisfy banking customers and grow your bottomline all at once. W.UP comes with a huge use case library to help you mix and match features that best fit your current business needs, annual sales plan or long-term vision.Learn more
5. CAMPAIGN BUILDING
Build spot-on sales, branding or marketing campaigns with our interactions designer or combine our use cases with your own campaign management system. Choose the right blend of push- and pull-type messaging, including notifications, emails, texts or in-app and service channel messages.
Schedule an appointment with one of our colleagues so we can discuss your specific needs. Fill in the form and we’ll get back to you in no time.