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Manage better, achieve more!

From performance analysis to full systems integration, use our expertise to improve the performance of your services.

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See if you qualify for the ROI program in 90 days!

Go to the subpage and schedule a free call to find out what we can do for your company.

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Cookbook for e-commerce 2024

Persooa's experience, dozens of conversations with customers and partners, expert support... that's how the cookbook "Marketing Automation 2.0 Strategy" was created.

Marketing automation in the financial industry

See how to use AI in financial services

Download case study >

Marketing automation in the financial industry

See how to use AI in financial services

Is automation in the financial industry possible?

Of course you can! Start with us the digital transformation of your business operating in this sector with the latest marketing automation solutions. We implement advanced tools for personalization and integration of data from multi-channel outlets, resulting in increased customer engagement.
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Convenience and efficiency of communication

We effectively segment your customers and deliver personalized messages through channels that are optimal for them (email, SMS, phone) and at the right time. Benefit from our experience in implementing advanced strategies that will increase conversions and allow you to more effectively manage the financial products you offer.
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We manage data and marketing consents

We aggregate and update customer data, allowing us to personalize communications and better tailor offers to individual needs. Our activities contribute to building long-term relationships and increasing consumers' lifetime value (CLV).

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See if you qualify for the ROI program in 90 days!

Go to the subpage and schedule a free call to find out what we can do for your company.

Cross-channel campaigns

We take full advantage of multi-channel campaigns that combine data from different sources to increase engagement and sales effectiveness. Customer path management and sales decision automation are just some of the capabilities we offer to maximize your results.
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We optimize sales processes

We analyze and optimize every step of the sales process offering suggestions for actions that yield the best results. Our data-driven strategies and customer segmentation enable more effective up-selling and improve retention rates.
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See what scenarios work best in the financial industry

Download Case Study