Financial Services — Top-10 Global Financial Services Firm
AI-powered personalization across 12 million customer relationships
A leading financial services firm partnered with Arete to deploy AI-driven personalization at scale, creating 4,200 concurrent journey variants across digital and offline channels.
Digital engagement lift
Concurrent journey variants
Incremental revenue attributed
The Challenge
The firm's marketing operated in channel silos with no unified view of customer preferences or behavior. Personalization was limited to basic segmentation, and compliance requirements made real-time decisioning seem impossible.
Our Approach
Arete built a privacy-compliant real-time decisioning engine that ingests signals from 14 data sources. We designed 4,200 journey variants with automated compliance checks and deployed the system across email, app, web, and branch channels simultaneously.
Results
Digital engagement increased 41% within six months. The system now manages 12 million customer relationships with personalized experiences, generating $180M in incremental revenue in the first year.
“We went from basic segmentation to true individualization — and we did it without compromising on compliance.”
Chief Marketing Officer, Global Financial Services Firm
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