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For Financial Services Brands

Custom, omni-channel, & hyper-targeted offers delivered at the right moment.

Reach Your Customers With An OMP

Imagine delivering the perfect offer that will make every customer convert. The RevTrax Offer Management Platform can help you and your customers perfect omnichannel marketing. Learn more here and find out if you're down with OMP.
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Just by reading this, you're already making a great decision for your marketing stack.

RevTrax was conceived over 10 years ago with one simple goal: Help marketers convert more customers by making smarter offers easier. We do this by focusing on delivering the “right offer to the right person at the right time.” Our Offer Management Platform plugs into your existing technology stack and marketing channels. 

Whether you’re a credit card company, insurance provider, retail bank, or alternative lending outfit, most financial services institutions rely on casting a wide net to acquire customers with online and offline tactics. But bombarding your target with indiscriminate ads around the internet doesn’t create the best customer experience.  It doesn't have to be this way. There are solutions that can be much more customized and precise with your offers, which in turn allow you to acquire the right customers. That’s where we can help.

The key is engaging customers at the exact moment they are planning to apply for a credit card or a loan for a new home. And while some people might make the occasional spontaneous decision, most people are very methodical, especially when it comes to things like new credit cards and loans.

RevTrax  enables an omnichannel marketing approach that identifies and optimizes the best avenue to deliver value to your customers. Serve dynamic offer content in your emails, display ads, or SEM efforts to ensure a consistent user experience with your brand. We tie all the channels together, leveraging your CRM or first-party data, to ensure the right offer gets to the right person each time, wherever they show up. 

Greater Results

Marketing campaigns with intelligent offers deliver results.

Learn More About The RevTrax OMP
37% of FSI Marketers say targeting & personalization are top priorities.
According to Industry Research by Adobe

65%

Higher conversion rates

30%

More cross-selling

25%

Customer reactivation

25%

Customer growth

45%

Increased customer loyalty

Dynamic Email Offers. Smarter, personalized offers at the moment of open.

When your emails include relevant offers, conversions go up. Email promotion is a solid investment for marketers in the financial services industry — but targeted emails usually come with a price: complicated list segmentation, managing multiple campaigns, and pricy CRM integrations. How do you know what’s the right offer to include?

With RevTrax dynamic email offers, simply drop a line of code into your current email templates - newsletters, site abandonment, purchase confirmation, itineraries, etc - and deliver the right offer to the right person — at the moment of open. These personalized targeted promotions load instantly and are fully trackable.

RevTrax core technology combined with data science delivers a relevant offer based on a previous purchase behavior, DMP audience segments, and other factors. This lets marketers create a strong one-to-one marketing experience without the fuss of manual segmentation.

Grow Valuable First-Party Data

Most digital offers are distributed through third parties that rarely share any meaningful data back with the marketers. With the lack of data transparency, brands are giving up unnecessary control over their customer engagement data.  

RevTrax ensures that you have new types of powerful purchase-intent data to enhance your data modeling, attribution, and targeting efforts. Our platform leverages machine-learning and behavioral economics to tailor your brand’s promotional campaigns - delivering the right offer, to the right customer, at the right time. And all of that valuable first-party data integrates into your DMP, CRM, or Marketing Cloud. That’s the data benefit of leveraging RevTrax within your marketing stack.

RevTrax Solutions for Financial Services

Smart Offer Solutions
  • Mobile Wallet/Passes
  • Single-Use Offer Codes
  • Single-Use Barcodes
  • Print-At-Home
  • Print & Mail
  • Savings Cards

Channel Solutions
  • Email & SMS
  • Search PPC
  • Affiliate
  • Display Ads
  • Website/Content Portals
  • Social Media
  • Customer Service
Data Science Solutions
  • Online-to-Offline Attribution
  • AI-Driven Personalization
  • Machine Learning
  • Offer-Value Testing
  • Campaign ROI Predictive Analytics
  • Multi-Variate Creative Testing
  • Custom Analytics