Case Study: Leading Financial Services Provider achieves real-time 1:1 personalization and double-digit CTR gains with BlueConic

Leading Financial Services Provider - Customer Case Study

Leading Financial Services Provider, a large European insurance and asset management firm, faced a digital transformation challenge: move from one-size-fits-all marketing to personalized, lifecycle-driven customer journeys while tying together an existing martech stack (Salesforce Marketing Cloud, Adobe Analytics, CMS, tag manager). They needed consent-aware, real-time, unified customer profiles to resolve identities across channels and comply with privacy rules. To do this they engaged BlueConic, using its unified profiles and end-to-end consent management capabilities.

BlueConic implemented listeners, connections, configurable profile merging rules and dialogues to capture consented attributes, behavioral and predictive data, and activate segments across channels in real time. The solution automated tasks like pushing segments to Facebook Custom Audiences and suppressing personalization for opted-out users, eliminated manual list uploads and hundreds of page variants, and federated privacy preferences across systems. As a result, the Leading Financial Services Provider saw double-digit improvements in click-through rates for personalized interactions and achieved more consistent, scalable 1:1 engagement using BlueConic.