Allant Group
  • The Customer Journey
    • Acquisition
    • Growth
    • Retention
    • Winback
  • The Building Blocks
    • Data Strategy
    • Analytic Insights
    • Campaign Management
    • Marketing Technology
  • How We Do It
    • Private Marketing Cloud
    • On-Premise Implementation
    • Software Reselling
    • Systems Integration
    • Data Warehouse Development
    • Technical Support
    • Upgrades
  • About Allant
    • Leadership
    • Partners
    • Careers
    • Culture
    • Benefits
    • Corporate Citizenship
  • Knowledge Center
    • Blog
    • Case Studies
    • News
    • Infographics
    • Videos
    • Events
  • Contact

​Case Study:

Leveraging Life Event Data
​to Personalize Offer

Leveraging Life Event Data to Personalize Offer

BACKGROUND
A mid-size financial services investment company wanted to understand if certain life events are key triggers to the purchase of investments.

CHALLENGE
The financial services company was selecting campaign targets based on limited demographics such as age, income and geography. Campaigns were performing within industry standards, however they wanted to look for ways to increase response rate.

​APPROACH
Our client agreed to partner with Allant to look at previous campaign response data to understand if life events were influencing consumer investment purchases decisions.

Allant performed a data hygiene and analysis of their most recent campaign responses including the appending of the life event data such as newly married, new parent, newly retired and new college graduate. 

​Allant identified that certain life event triggers had a correlation to the purchase of investments offered. Allant leveraged the identified life event data to select the next campaign.

​Based on the life event associated with the financial services prospect, our client was able to not only target the prospect in a timely manner, but was also able to deliver a more personalized offer with relevant graphics and content.
cost reduction

Case Studies

New Donation Acquisition
Targeted Multi-Touch Campaigns
Tokenization Security to the Cloud
Unknown Addresses
Customer Engagement
Uncover Best Customers
LEVERAGING LIFE EVENT DATA
IDENTIFY DIGITAL TRENDS
THE CUSTOMER JOURNEY
Acquisition
Growth
Retention
​Winback
THE BUILDING BLOCKS
Data Strategy
Analytic Insights
Campaign Management
​Marketing Technology
GET IN TOUCH
Picture
CLIENT FTP
Picture
KNOWLEDGE CENTER
Blog
Case Studies
​Videos
Infographics
ABOUT ALLANT
Leadership
Partners
​News
Careers
SOCIAL MEDIA
Picture
Picture
Picture
Picture
​©2018 Allant Group, LLC. All Rights Reserved.
  • The Customer Journey
    • Acquisition
    • Growth
    • Retention
    • Winback
  • The Building Blocks
    • Data Strategy
    • Analytic Insights
    • Campaign Management
    • Marketing Technology
  • How We Do It
    • Private Marketing Cloud
    • On-Premise Implementation
    • Software Reselling
    • Systems Integration
    • Data Warehouse Development
    • Technical Support
    • Upgrades
  • About Allant
    • Leadership
    • Partners
    • Careers
    • Culture
    • Benefits
    • Corporate Citizenship
  • Knowledge Center
    • Blog
    • Case Studies
    • News
    • Infographics
    • Videos
    • Events
  • Contact
✕