Support Campaign Targeting & Personalisation in-branch

When a Customer has to visit one of Your Branches, make sure that their experience is a positive one.

The Personalisation Hub Platform, ensures that Banks can seamlessly connect their mobile-app & in-branch experiences.

See steps below to start supporting audience targeting & hyper-personalisation in-branch.

Introduction

The Personalisation Hub Team has decades of experience delivering personalisation within large enterprises.

Launching a Proof-of-Concept (POC) in one branch, is very different to launching a totally integrated solution across hundreds of branches.

Banks currently use a range of outdated, stand-alone systems (in their branches) that do not interface with their digital touch-points in any meaningful way.

Banks also need to deal with sensitive data & increasing sophisticated cyber threats, forcing them to require more secure, locally-hosted solutions (above & beyond what your typical SaaS providers offer).

The Personalisation Hub Platform has been designed for this New World:

  1. The Platform is self-hosted by Banking Clients (in their own cloud environments, sits behind their existing security infrastructure & runs on their own 1st party domain/data). 
  2. The Platform establishes a single source of truth (for what’s happening within their branch network) & allows them to leverage branch interactions/insights within their wider Localisation & Personalisation Strategies.
  3. Banks are then able to optimise customer/staff experiences in real-time & deliver connected & personalised experiences, everywhere.
 

The Platform positions Banks to be able to take advantage of all the opportunities that AI will offer, in a safe & secure way.

Three Steps to Support
Personalisation In-Branch

Below is a summary of some of the Key Platform Features, highlighting the initial ‘Path to Value’ for Banks

1. Start with Queue Management

Key to Personalisation is being able to identify customers as they walk into a bank branch.

Queue Management offers an ideal solution, whilst also eliminating one of banking’s biggest customer pain points (long queues in-branch).

Alternative options exist to identify customers (beacons, branch check-in, using customer proximity within mobile app), Our recommendation is to start with Virtual Queueing.

2. Connect Decisioning & Customer Data

Next Step > Start leveraging your existing customer insights, when a customer is picked-up by branch-staff from the queue.

Easily aggregate relevant customer insights that gets presented to branch staff to personalise a customer’s in-branch experience (reducing handling-time & increasing revenue).

Connected data further enhances branch insights (that are centralised within the platform), ensuring that any AI initiatives can leverage these retail analytics (via enterprise-grade APIs).

3. Enable Digital Signage

Retail insights from queueing, allow Banks to refine their campaign localisation on digital signage. For Banks looking at supporting Retail Media Networks, this ensures they can support better geo-targeting for advertisers.

Identifying customers also opens up opportunities to personalise campaigns (based on all available customer insights), resulting in increased revenue from digital signage.

Digital signage can also be used to support interactive experiences (via touch-screen or by enabling QR-Control*). Understanding which campaigns a customer engages with, provides a more refined intent (when this customer is picked-up from the queue by branch-staff).

* QR-Control is a digital signage feature that allows customers to engage with non-touch screen displays

ENJOY DELIVERING PERSONALISED IN-BRANCH EXPERIENCES

Connecting Your App/Website & In-Branch Experience

Appointment
Booking

Appointments, provides customers with the ability to jump the queue (visit a branch at a time that works for them).

Appointments get added to the virtual queue (at the appropriate time) to ensure that customers are always served on-time.

Booking an appointment online, also allows Banks to associate a customer's web/app Interactions with their branch interactions, resulting in much deeper insight into why a branch visit was required.

(Enhanced)
Branch Locator

No Level of Personalisation will make up for a customer turning up to a closed branch.

Establish a single source of truth, ensuring customers always have access to accurate branch data (e.g. opening/closing hours).

The (Enhanced) Branch Locator allows Banks to associate a customer's web/app interactions with their branch interactions, resulting in much deeper insight into why a branch visit was required.

(Context-Aware)
Branch Site

Customers who've made a purchase decision (e.g. home loan) are likely to find & visit a local branch (bottom of funnel).

Take ownership of this relationship until you have secured the transaction.

The Platform creates a context-aware store-site for every branch. This store-site can be embedded into your app & dynamically changes based on customer context (e.g. pre-branch visit, arriving in branch OR standing in specific zone within a branch).

Built For Enterprise

Using the latest Cloud Technologies, Highly-Scalable & Fully redundant architecture. The Platform is designed (from the Ground-Up) for Enterprise Clients.

As the Platform is Self-Hosted, it sits behind your Existing Security / Privacy / Compliance Infrastructure

Try Before you Buy: Run a Free Internal Demo or a POC in one of your Retail Stores. Then Simply Add the Platform Subscription to Your AWS Bill once you have executive buy-in & are Ready to Scale.

Flexible Subscription

30-Day Free Trial, cancel any time. Simply Add to Your AWS Bill (below pricing is $USD).

Billed Annually Save 20%

Base Platform License

Establish a single source of truth for retail data within your organisation (30 Day Free Trial)
$ 5k
/instance/month
  • Runs on 1st Party Data/Domain
  • Retail Data Management
  • Google Business Listings (GBP) Sync
  • Shared via Enterprise Grade APIs

GOLD Subscription

Bridge the gap between your mobile-app / website & in-store experiences
$ 99
/store/month
  • Virtual Queue Management
  • Appointment Bookings
  • (Context-Aware) Store Sites
  • Retail Insights/Analytics

PLATINUM Subscription

Localise & personalise your retail experiences. Supported campaign targeting on digital signage & store tablets.
$ 99
/display/month
  • Digital Signage
  • Campaign Localisation
  • Campaign Targeting & Personalisation
  • Support Interactive Campaigns on Displays

Platform Pricing is negotiable for Clients with Large Numbers of Stores/Displays & for a Longer Commitment Term.

Arrange a Demo

Enterprise Personalisation Platform