Personalization and Client Experience Optimization
As users, we have become accustomed to recommendation engines with consumer products and appreciate a website that takes into consideration our preferences, needs, and previous search habits to provide us with options and information that meets our needs and enhances our experience.
As we become more sophisticated and demand customized experiences, it is imperative that firms adopt a personalization strategy.
Your clients, prospective employees, and referrers are looking for a frictionless, intuitive, and efficiently customized online journey; luckily, technology has caught up to the point that most firms can offer this to their users.
For firms that serve several disparate target markets or clients around the world, we highly recommend considering designing and developing a website that allows for different visitor journeys depending upon the user’s geographical location, what they have searched for, and where they have come from. While this is only available in a premium version of our platform, our software provides individual journey management and content personalization meaning you can track and analyze each individual visitor’s movement through your site as well as provide customizable content to visitors based on a wide range of metrics including geographic location, google search keyword, browser history, user-role (if logged in), Salesforce data and much more.
These two features can provide a full 360-degree end-to-end view of your potential client and ensure that you are providing the most relevant information to them. This type of technology is very powerful and particularly useful to firms with multiple geographic locations or an international client base.
If personalization is an enhancement that your clients and firm will benefit from, we will consult your marketing and technology teams to segment key markets and determine initial personalization requirements for launch, create linkage and custom templates, perform necessary programming and development of this new functionality and test all logic and functionality prior to launch. With the right changes, your firm can provide visitors with an engaging, intuitive, and customized experience.