The only full-stack GenAI platform evaluated, audited, adopted, and scaled by the world’s most prominent banks and credit card issuers
8 of the 10 largest U.S. banks and 6 of the 7 top card issuers, trust Persado’s AI to connect with and engage customers throughout their digital journeys
Resulting in $2.5 Billion in incremental revenue for financial services customers.
USE CASES
Personalize customer journeys with curated experiences that drive results
Persado has generated and analyzed performance data from 120,000 campaigns and 150 billion customer interactions for Financial Services alone.
Value by Use Case – Sample Bank Customer in 2023
New Cards
Top credit card issuer increased applications by personalizing Meta ads
64% Engagement Lift
Account Upgrades / Upsells
Major U.S. bank increased LTV by boosting cross-sells of a new reward card with checking account holders
24% Application Lift
Awards Points / Redemption
Top card welcome and rewards campaigns to grow activation and spend
42% Engagement Lift
Increased Engagement / Usage
Top brokerage firm aimed to convert existing Gen X and baby boomers customers without 401K accounts by adding products to their portfolio
127% Upsell Lift
Spending Increase
Fortune 50 bank drives engagement and boosts payments before due date
91% On-Time Payments Lift
Cost Reduction
Global bank boosted enrollment in paperless communications, reducing costs and carbon footprint.
40% Enrollment Lift
Lead Generation
Top mortgage provider drove customers to start & submit application for HELOC on their dedicated landing page
75% Application Lift
Digital Adoption
Increase chat usage on website with better messaging and CTA
15% Chat Usage Lift
New Cards
Top credit card issuer increased applications by personalizing Meta ads
64% Engagement Lift
Account Upgrades / Upsells
Major U.S. bank increased LTV by boosting cross-sells of a new reward card with checking account holders
24% Application Lift
Awards Points / Redemption
Top card welcome and rewards campaigns to grow activation and spend
42% Engagement Lift
Increased Engagement / Usage
Top brokerage firm aimed to convert existing Gen X and baby boomers customers without 401K accounts by adding products to their portfolio
127% Upsell Lift
Spending Increase
Fortune 50 bank drives engagement and boosts payments before due date
91% On-Time Payments Lift
Cost Reduction
Global bank boosted enrollment in paperless communications, reducing costs and carbon footprint.
40% Enrollment Lift
Lead Generation
Top mortgage provider drove customers to start & submit application for HELOC on their dedicated landing page
75% Application Lift
Digital Adoption
Increase chat usage on website with better messaging and CTA
15% Chat Usage Lift
The only full stack GenAI platform that generates and selects the precise message elements to drive behavior and growth for the world’s largest banks and credit card issuers.
Generate & Predict
Guaranteed to outperform – emotionally engaging, on-brand content in seconds, informed by over a decade of consumer responses (and fully integrated to your martech stack).
Automated deployment to any platform:
Generate & Experiment
Kick traditional content testing to the curb – Generate motivation-aware, best performing content through patented machine learning experiments.
Automated deployment to any platform:
Generate & Personalize
Securely achieve the pinnacle of personalization, in real-time – orchestrate your customer data with Persado’s emotionally engaging content.
Automated deployment to any platform:
Comply
Increase speed to market while minimizing legal and brand risk – a centrally managed database of industry and brand specific regulations and Persado’s approval probability score ensures your messages are on brand and compliant
Analyze
For the first time brands can identify the precise words and phrases that resonate most with specific audiences, enhancing engagement and conversion rates
Performance-driven enterprise AI that complies with regulatory governance.
Enterprise Generative AI that understands variant intent to create emotion-informed content proven to motivate individuals to act.
Data Privacy
Customer IP and data will never be shared with third parties; Persado has a strict non-use policy for personally identifiable information (PII)
Brand Voice Guardrails
A custom built LLM just for your brand – your tone, guidelines and segments, plus over a decade of consumer response data analyzed by Persado ensures every piece of content generated is on-brand, relevant and tailored to engage your customers.
Regulatory Compliance
Provides peace of mind for international operations stemming from Perado’s close work with regulatory bodies to ensure theplatform meets all local data sovereignty requirements.
Securely integrates with your existing tech stack
Combine custom, non-PII user attributes, and Persado’s award winning language generation models to more effectively communicate with every customer, in any channel at any lifecycle stage
Customer Data Platforms
Facilitate a regular share of non-PII data with Persado as an input for relevant and personalized content generationContent Distribution Platforms
Processes and tech enablers designed to streamline the configuration of Persado-generated content in your deployment platformMeasurement & Attribution Platforms
Processes and data flows created to seamlessly integrate results and reporting back into the Persado platform, supporting continuous learning and enhancing machine learning capabilitiesThe breakaway leader in Generative AI for the Enterprise
Persado was named a leader in Generative AI text content generation landscape, outperforming 14 vendors in the Execution, Strength, and Positioning Ranking Matrix.
Here’s why CBInsights named Persado a leader:
Determines the most effective elements of language for optimal performance
Proprietary dataset trained on over 330 billion enterprise consumer interactions to drive AI-generated content
Generates relevant, engaging content across channels, customer segments and lifecycle stages
“I’m super passionate about this. CMOs need to skill up in AI and tech if they’re going to drive growth. Our partnership with Persado is a big one to help make marketing smarter AND more customer-focused.”
“Persado helps us unlock that with personalized language and content that’s driving incremental activity, which is good for the company and – given the nature of our products – it’s also good for the customer.
“By understanding the do’s and don’ts of targeted conversations with customers, we’re able to deliver a better CX and unlock double-digit improvement on KPIs like clicks and actual conversions”
“[Persado] allows teams to learn and continuously adjust the campaigns. That is not something we are used to doing in a very industrialized environment. Therefore, it allows us to get out of our daily routine and go toward something more innovative.”
“We put Persado to the test in various channels, products and services and are highly impressed with the results. The Persado team has been a true partner every step of the way, working with us to drive measurable outcomes. Not only did they drive better marketing performance, but they created language that resonates more with our customers.”
“Financial institutions can benefit from breaking down siloed marketing and compliance content reviews with an agentic AI solution that speeds time to market by resolving risk in the moment, as well as helping to ensure that customer communications will perform well in-market.”
From Finance Pioneer to Digital Disruptor: How Ally Financial Leveraged Persado to Drive B2C Growth
“We are all charged with fostering an environment of innovation, and that comes straight from my boss’s boss—the CEO of the company. There’s an appetite to foster that culture. There is an expense involved, obviously, and none of us want to fail. But we also have a culture where failure is okay if you’ve innovated and learned along the way.”Get Case Study
The State of AI in Financial Services Marketing: Expectations, Uses, and Impact
“Motivation AI Company Persado Reveals 45% of Consumers Would Switch Banks For More Personalized Experiences”Get Report
How Vodafone Italy Raised Conversions +42% by Developing Creative in a Radically New Way
“Engaging with customers in the digital age is very much about finding the right message for every campaign and every customer segment. Since we started working together in 2012, Persado has helped us land the precise message for many of our SMS and push campaigns, powering a 42% lift in conversion rates on average.”Get Case Study
Marks & Spencer leverages AI to drive hundreds of millions in revenue with personalisation program
“We’re one of Britain’s — and the world’s — best-loved retailers, with amazing products across Food, Clothing, and Homeware. But we’re really known for our incredible service and we have an amazing opportunity to bring our customers a similar individualized experience in digital touchpoints, whether that’s at home, on the move, or in our stores.”Get Case Study