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Personalize Digital Journeys to Nurture Clients

Help me work more efficiently

Marketing Strategy, Campaign Operations

The Problem

Retirement services CMO wanted to introduce better, more relevant personalization of messages to existing clients to encourage greater savings rates and prevent attrition.

Intelisent created a sophisticated digital, multi-touch journey leveraging email, personalized landing pages and social ads to customize relevant, needs-based messaging to current retirement investors based on their segment and current savings habits. Then, layered in engagement scoring and monitoring for attrition signals to enable immediate messaging pivots to retain assets.

The Solution

Measurably increased overall engagement, improved participation and savings rates, reduced attrition.

The Outcome

We'd love to learn more about you.

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