Challenge
Generic rate-drop announcements missing targeted refinance opportunities based on customer profiles.
Solution
Einstein AI identification of refinance candidates based on rate, equity, and market conditions with Marketing Cloud personalized campaigns.
Key Outcomes
- Higher campaign conversion rates
- Increased loan volume
- Hyper-personalized marketing
- Proactive customer engagement
Tags
refinancemortgagecampaignsaimarketing
Implementation Timeline
10-14 weeks
Medium Complexity