Persado launches AI-powered dynamic email for financial services

Persado, a provider of AI-powered content optimization and personalization solutions for marketing, has introduced “Dynamic Email,” a new AI solution specifically designed for the financial services industry. The tool aims to streamline email campaign setup, content creation, and launch processes for marketing teams.

Persado Dynamic Email leverages the company’s “Motivation AI” platform, which uses machine learning (ML), natural language processing (NLP), and specialized models to analyze and generate high-performing marketing messages. The platform’s full-stack GenAI capabilities (including an LLM, machine learning layer, and application layer) measure and refine language, emotional response, and engagement.

Key features and benefits of Dynamic Email, according to Persado, include:

• Simplified setup: A one-time setup of a content library with high-performing content, structured around various concepts (e.g., offer, emotion, narrative).
• HTML implementation: Implementation of HTML, including Persado scripts.
• Automated updates and optimization: The ability to update content, design, and launch new tests without re-coding within the Email Service Provider (ESP).
• Purpose-built for financial institutions: Designed to address the specific needs of retail banks, credit unions, and card issuers, focusing on marketing operational efficiency.
• Secure and compliant: The setup is described as “light” and secure, requiring no access to the institution’s platform or Personally Identifiable Information (PII) data. All content is fully ADA-compliant.
• Faster compliance: Streamlined review processes for legal teams.

Persado claims that financial services companies already using its platform for personalized batch and triggered campaigns have experienced benefits such as a 75% reduction on email operations and a 20% average increase in conversions. The company highlights a case study where a large U.S. lender used Dynamic Email for a mortgage campaign, reducing setup time by 75% and achieving significant lifts in click-through rates (nearly 140%) and loan applications (over 25%).

The solution is designed to facilitate collaboration between CRM, marketing performance/operations, and data/analytics teams. It supports various use cases, including triggered campaigns (e.g., application abandonment, onboarding), recurring batch campaigns (e.g., mobile app adoption, cross-sell/upsell), and single batch campaigns (e.g., promotions, product releases).