Personalized offers based on micro segmentation

June 4, 2023


A Tier-1 North American bank was facing market share challenges due to its inability to define and execute offers in alignment with the segmentation required by its go-to-market strategy. Volume and variety of offers were constrained by operational limitations as eligibility and fulfilment were executed manually.

Zafin platform enabled:

  • Digitized offer creation and fulfilment
  • Automated offer enrolment
  • Definition and enforcement of eligibility criteria
  • Array of analytics to improve upon existing and create new offers

Resulting in:

  • Fully digitized offer 
  • Value chain management
  • Time to market reduction for new offers
  • Cost and risk exposure reduction for offers

Key Metrics

Go live within five months

70% reduction in development and testing time

4x higher offer response rate

80% improvement in customer benefit fulfilment