Customer Experience and Data Platform

Increase conversions by personalizing every channel with Fresh Relevance by Dotdigital.

Keeping Your Data Safe

You’re subject to strict rules and regulations but that shouldn’t limit your potential. Dotdigital has an ISO 27001 certified Information Security Management System (ISMS) to keep your data safe, secure, and compliant to data security and privacy regulations around the world. Helping you safeguard customer data and collect proper consent, we can help you build long-lasting customer relationships based on trust.

Challenges in Financial Marketing

Communicating complicated products and services is a huge challenge for marketers in the financial services sector but Dotdigital’s grammar and tone checker makes creating easy-to-understand messages simple. Our generative AI tools ensure you’re always delivering the best message possible.

Compelling Campaigns

Craft compelling campaigns driven by data insights with Dotdigital’s customer experience and data platform. Tap into customer insights to automate customer journeys across email, SMS, WhatsApp, app, and web. Keep an eye on where customers are and what they’re doing to ensure you’re connecting at the right time, on the right channel.

Advanced Personalization Tools

Dotdigital’s advanced personalization tools empower marketers across the financial services sector to build loyalty-inspiring campaigns with ease. Serve up personalized products, services, and content to customers across a range of channels to improve engagement and increase opportunities to upsell and cross-sell your offering.