Unlocking Personalization: How SoFi Leverages Customer Intent to Transform Home Loan Journeys

Wednesday, July 15 at 9am PT / 12pm ET

When a customer wants to open their first savings account or starts shopping for a mortgage, the window to reach them is short–and the institution that meets them in that moment, with the right offer, earns the relationship. Timing and relevance are how financial brands build trust at the moments that matter.

Join us on July 15 to hear from SoFi about their innovative strategies for capturing and utilizing customer intent to enhance loan offers, transform their home loan journey, and improve overall efficiency. We'll also cover how these same tactics apply across banking and payments–and how building on first-party data and marketer efficiency sets you up to adopt AI for even stronger results.

Register now to learn:

• How SoFi leverages 1st-party customer intent to create high-converting offers
• Tactics for scaling evergreen promotions with flexible creative controls
• Insight into how SoFi is driving performance while improving efficiency