# Personalisation Hub for Banking

Personalisation Hub is a self-hosted personalisation platform that turns branch visits into home loan applications for banks. It combines live store context (time, weather, stock) with your own customer data from your CDP, CRM, loyalty and decisioning systems, and uses it to personalise website, mobile app, atm and branch screen in real time. Results are measured from screen to sale, and everything runs in your own AWS account.

## Key facts
- **Best for:** Banks with branch networks
- **Outcomes:** Home loan conversion, Lending appointments, Wait time, Staff utilisation
- **Touchpoints:** Website, Mobile app, ATM, Branch screen
- **Data used:** Time, weather and stock, plus your own CDP, CRM, loyalty and decisioning data
- **Deployment:** Self-hosted in your own AWS account (VPC) and on your own domain
- **Devices:** Any digital signage device, alongside your existing app and systems
- **Try it:** 30-day free trial on AWS Marketplace, then billed through your AWS account

## Outcome
More branch visits that end in a home loan application.

## How a visit is personalised
1. **Booking** (App and branch site): Customers book time with a lender or check branch wait times. Result: More lending appointments.
2. **Arriving** (Check-in): Appointment or virtual queue check-in on arrival. Result: The branch knows who's here and why.
3. **The wait** (Branch screens): Content is matched to visit reasons and localised to the branch. Result: Interest builds before the conversation.
4. **With the banker** (Staff handover): Bankers see the customer's context when they call them. Result: Shorter appointments, more applications.
5. **After the visit** (Branch insights): Wait times, visit reasons and staff performance by branch. Result: The right staff in the right branch.

## Examples
- **Saturday · first-home buyer:** localisation (Sat 9:40am · weekend; Sunny · 22°C; Lender free at 10:00); customer data (Home lending appointment; First-home buyer · saving for 18 months; Next step · home loan pre-approval); campaign "Buying this year?" shown on website, mobile app, atm and branch screen.
- **Lunch peak · new to bank:** localisation (Tue 1:10pm · lunch peak; Mild · 19°C; Wait time · 12 min); customer data (New to bank · three months; Everyday account only; Nudge · book visits in the app); campaign "Skip the queue next time." shown on website, mobile app, atm and branch screen.
- **After work · growing deposit:** localisation (Thu 4:30pm · after work; Warm · 26°C; Lender free at 4:45); customer data (Savings customer · two years; Deposit savings growing monthly; Invite · first-home buyer chat); campaign "Saving for a deposit?" shown on website, mobile app, atm and branch screen.

## Benefits calculator
Inputs: branches, visits per branch per day, visits that become a new home loan today, lifetime revenue per home loan. Assumptions: extra branch visits from targeted campaigns (default 5%), uplift in conversion from personalised offers (default 15%). Customers per day × 365 × today's conversion gives today's purchases. Personalised offers lift that conversion rate by the uplift percentage, e.g. 20% with a 15% uplift becomes 23% (and, where shown, extra walk-ins come in at the new rate). Extra purchases × value = incremental revenue.

## FAQ
**Do we need new screens?**
No. Personalisation Hub works with any digital signage device, alongside the check-in, app and data systems you already run.

**How does it fit our security requirements?**
It is self-hosted in your own AWS account, so it sits behind your existing security, privacy and compliance controls, and your customer data never passes through us.

**How do we get started?**
Start a 30-day free trial on AWS Marketplace and run it in one branch. After that it's simply added to your AWS bill, and you can cancel any time.


Try it: [Try Free with AWS](https://aws.amazon.com/marketplace/pp/prodview-3uiwcnbrpvj76?trk=59c672e4-15c4-4782-aee9-4352db108809&sc_channel=el&source=personalisationhub)