How Financial Brands Can Improve Customer Experience with Image Personalization

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Today, customer experience is everything. The second a customer isn’t thrilled with your service or struggles to get the information they need, they are out of there.

For financial services companies, customer experience is even more critical. Consumers want access to relevant content, not the same old generic stuff from in their emails. But, data safety and security are concerns.

With Zembula, you can elevate your customer experience, giving your clients and customers the information they want safely and securely. All you need to do is connect your data sources and copy and paste a bit of HTML code into your email template. The process couldn’t be more straightforward.

Here are a few ways finance brands can use image personalization to boost customer experience. Adding any of these to your emails will help improve engagement and drive your customers to take more action. 

Account alerts

One of the easiest ways to let your customer know when their account needs attention is through email. But, at the same time, you run the risk of an “alert” email getting stuck in spam filters. 

With personalized Smart Banners, you can ensure your special alert appears at the top of every email you send your customers, from account updates to special offers. That way, they can’t miss any key information. 

And Smart Banners can include a call to action button, making it incredibly easy for your customer to immediately click and go right to a secure page to log in and access their information.


Make your emails stand out by using personalized animated images. It’s a great way to reach your customers, and it can increase your click-through rate too.

Plus, let’s be honest, not very many financial service companies send out emails with gifs and animations, right? Giving your customers relevant content, in context with your brand, can set you apart while adding new layers of personalization.

Using animations is also a fun way to gamify finances too. When your customers see the progress they’ve made in saving money, it reinforces the behavior, improving their savings rate even more.

Product Offers

Yes, financial brands can use emails to promote products and services. In fact, it’s a great way to offer more personalized content for your customers. Here’s one example in action:

As you can see, this email has a couple of levels of image personalization. First, it celebrates a mortgage anniversary and has some animated graphics showing the paydown progress. 

At the top, in the Smart Banner, you can really see how personalization can benefit your brand. In this example, you can use the Smart Banner to alert your customer about an opportunity to apply for a loan refinance, with a call to action included.

Bill Reminders

Another way to approach personalization is to think of all the ways you can improve your customer’s lives and benefit them. An easy example would be bill pay reminders. 

There are a ton of benefits to this type of personalization, like what you see in the email example above. You can send out reminders, updates, overdue statements, and more. 

Getting bills paid on time isn’t the only benefit of reminders; there are the mental and emotional aspects too. With reminders, you’re building trust with your customers, helping them pay their bills on time, build better credit, and not get hit with late or overdraft fees. While it’s hard to translate what that means in KPIs, it matters for trust and customer loyalty.

Ready to learn more?

Image personalization can work across any industry, including finance. If you are a marketing professional for a bank, mortgage, insurance, or investment company, start going deeper into personalization. 

You’ll see more engaged customers ready to take action. And, your brand will stand out, giving them the content and updates that matter most to them. In a world with increasing competition, finding ways to stand out in the inbox can make all the difference.

If you want to learn more about how Zembula can help your company. Get in touch. We’d love to help.

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