Case Study: Online Financial Services Company achieves personalized buyer persona targeting with Amobee

Merging Crm & Online Data to Enhance Buyer Personas

An Online Financial Services Company wanted to better serve two investor types—self-directed customers and advice-oriented customers—but needed a way to predict which buyer persona each prospect fit. The company turned to Amobee, using Amobee DataMine Analytics to analyze merged CRM and online data for persona insights.

Amobee identified five predictive characteristics for each persona, helping the company predict buyer type more accurately. The Online Financial Services Company then updated its website so content changes based on each prospect’s predicted persona, improving targeting and setting the stage for more personalized media and messaging decisions.