Infographic: Personalized Fintech Customer Journey Infographic

Personalized Fintech Customer Journey Infographic


What does it take to build personalized, dynamic customer journeys in fintech?

This journey takes Peter from prospect to Evi customer by carefully nurturing him through awareness, orientation, onboarding and conversion, and finally a welcome journey. This omnichannel journey covers a wide range of channels, from Evi's website and email to their call center and app. 

If you'd like to learn more about Evi's approach to a personalized, customer-first online experience, check out Evi Shares 5 Lessons in Data-Driven Marketing for the Finance Industry.

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