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      How we can help

      Personalized Marketing & Engagement

      Leap beyond conventional approaches to personalization with an AI-powered solution that boosts growth and keeps you out front as new engagement dynamics redefine the customer playbook.

      Personalized Marketing & Engagement
      • Overview
      • O que esperar
      • Client Results
      • Experience & Impact
      • Insights
      • Our Team
      • Related Offerings

      Personalization has been a hot topic for years, but to build truly enduring customer relationships you need to do more. To drive loyalty and fuel growth you need to combine a remarkable brand, a differentiated value proposition, delightful experiences, and rich, meaningful engagement. And you need to do all that in an empathetic, humanistic way throughout the customer lifecycle. Bring these elements together and you will convert casual customers into passionate brand advocates.

      We can help. With decades of Net Promoter System℠ and advocacy research we’ll show you how to create digital frontlines that mimic the human touch of the best traditional frontlines. From targeted marketing messages to perfectly timed educational content, from intelligent referral networks to experiences that feel individually built, the goal isn’t to meet customers’ expectations but dramatically exceed them. We work side-by-side with you to tackle this transformation, making sure you generate value at every step as you connect with customers like never before.

      O que esperar

      O que esperar

      Sustained leadership commitment

      We’ll help your senior team clarify their vision and create a map of clear and measurable transformation goals.

      Value-driven approach

      Prioritize initiatives based on business value and customer impact to ensure that every investment generates strong in-year results.

      Comprehensive lifecycle management

      Deploy a future-proof tech and data architecture, robust analytics, automated AI-powered content generation, and seamless omnichannel activation.

      Organizational enablers

      Instill clear accountabilities, systematic feedback and performance analysis, and strong governance, policy, and risk management frameworks.

      Client Results

      Personalized marketing can improve every phase of the customer lifecycle.

      Machine Learning Propels a Personalized Email Program

      We worked with a leading quick-service restaurant chain to transition them from a single national email campaign to a program personalized for custom audiences and individual customers. Our approach included deploying machine learning to target customer segments and optimize testing; launching personalized minimally viable product pilot tests, using a one-armed bandit approach to accelerate scaling; and creating a repeatable playbook and a rollout plan.

      Results:

      • 5%–10% revenue uplift
      • 6% profit lift

      Differentiation Starts With Personalization

      A leading insurance company saw personalization as the key to differentiating itself from its competitors and future-proofing its business. We helped them identify more than 30 personalization opportunities, the majority of which could be tested without significant technology intervention. We also worked with the company to develop detailed execution strategies for priority opportunities based on the potential value at stake. And we made sure that the company had the in-house skills it needed to launch in-market tests and implement rapid test-and-learn cycles.

      Results:

      • 5-pecentage-point conversion uplift on personalization use cases
      • More than $40 million of value identified in one of its brands

      Building a Tech Foundation that Supports Personalization

      A leading bank sought to transform its technology foundations to facilitate digitally led, personalized value propositions designed to encourage financial well-being and also attract Gen Z customers. We helped the bank identify the key technical and data elements needed to achieve this ambition. Our approach included a transformational technology roadmap, guidance on key build vs. buy decisions, and an evaluation of best-in-class tech vendors.

      Results:

      • Acceleration of new capabilities in its operating model to supports its goals
      • More than 30 resources established to support personalization, with a plan to scale as many as 200

      Putting Personalization at the Heart of its Growth Strategy

      JewelryCo, a leading global branded retailer that sells through its own physical and online channels as well as through franchises and wholesalers, identified personalization as one of four critical strategies that would enable it to meet its ambitious growth targets. We helped the company by developing a personalization strategy and a three-year roadmap across media and other channels, identifying and prioritizing 18 connected customer use cases; mobilizing a cross-functional team and a dynamic content factory to deliver personalization; and building the data and marketing tech foundation needed to support scaling.

      • RestaurantCo
      • InsuranceCo
      • BankCo
      • JewelryCo

      Machine Learning Propels a Personalized Email Program

      We worked with a leading quick-service restaurant chain to transition them from a single national email campaign to a program personalized for custom audiences and individual customers. Our approach included deploying machine learning to target customer segments and optimize testing; launching personalized minimally viable product pilot tests, using a one-armed bandit approach to accelerate scaling; and creating a repeatable playbook and a rollout plan.

      Results:

      • 5%–10% revenue uplift
      • 6% profit lift

      Differentiation Starts With Personalization

      A leading insurance company saw personalization as the key to differentiating itself from its competitors and future-proofing its business. We helped them identify more than 30 personalization opportunities, the majority of which could be tested without significant technology intervention. We also worked with the company to develop detailed execution strategies for priority opportunities based on the potential value at stake. And we made sure that the company had the in-house skills it needed to launch in-market tests and implement rapid test-and-learn cycles.

      Results:

      • 5-pecentage-point conversion uplift on personalization use cases
      • More than $40 million of value identified in one of its brands

      Building a Tech Foundation that Supports Personalization

      A leading bank sought to transform its technology foundations to facilitate digitally led, personalized value propositions designed to encourage financial well-being and also attract Gen Z customers. We helped the bank identify the key technical and data elements needed to achieve this ambition. Our approach included a transformational technology roadmap, guidance on key build vs. buy decisions, and an evaluation of best-in-class tech vendors.

      Results:

      • Acceleration of new capabilities in its operating model to supports its goals
      • More than 30 resources established to support personalization, with a plan to scale as many as 200

      Putting Personalization at the Heart of its Growth Strategy

      JewelryCo, a leading global branded retailer that sells through its own physical and online channels as well as through franchises and wholesalers, identified personalization as one of four critical strategies that would enable it to meet its ambitious growth targets. We helped the company by developing a personalization strategy and a three-year roadmap across media and other channels, identifying and prioritizing 18 connected customer use cases; mobilizing a cross-functional team and a dynamic content factory to deliver personalization; and building the data and marketing tech foundation needed to support scaling.

      Our Experience & Impact

      Our Experience & Impact

      10-25%

      Revenue uplift

      +20 points

      Boost in NPS

      2-3x

      Conversion rate

      Insights

      Personalization: AI for Retail Marketing Magic
      Leading retailers are adopting AI-powered personalized marketing to better resonate with and win over shoppers.
      Brief
      Using AI to Build Stronger Connections with Customers
      Smart companies are using AI to enhance—not automate—the customer experience.
      HBR.org
      Ready for Launch: How Gen AI Is Already Transforming Marketing
      For CMOs, the benefits of generative artificial intelligence (if done right) will outweigh the brand risks.
      Brief
      Will the Bots Love Your Customers?
      An increasingly digital front line must be tuned to center on the customer’s priorities.
      Brief

      Our Team

      Headshot of Maureen Burns

      Maureen Burns Partner Boston

      • Banking
      • Financial Services
      • Insurance
      Headshot of Eduardo Roma

      Eduardo Roma Partner London

      • Financial Services
      Headshot of Bhavi Mehta

      Bhavi Mehta Partner New York

      • Banking
      • Financial Services
      • Insurance
      Headshot of Yael Mohan

      Yael Mohan Partner Houston

      • Retail
      • Social Impact
      Headshot of Ruth Zöhrer

      Ruth Zöhrer Partner London

      • Private Equity
      • Retail
      Headshot of Beth Myers

      Beth Myers Partner Seattle

      • Consumer Products
      • Retail

      Related Offerings

      Net Promoter System℠

      Net Promoter System℠

      Focus on earning the passionate loyalty of customers while inspiring the energy, enthusiasm and creativity of employees to accelerate profitable, sustainable organic growth.

      Read more

      Experimentation at Scale

      Experimentation at Scale

      The best way to discover what customers want is to let them tell you—but you have to know how to listen. Experimentation at Scale lets you test hundreds of messaging, pricing, and product variables to find the winning combination that resonates with your audience.

      Read more

      Bain x OpenAI

      Bain x OpenAI

      Our services alliance combines OpenAI’s industry-leading AI tools and platforms and Bain’s strategic guidance and digital implementation capabilities, helping you harness the power of generative artificial intelligence to transform your business.

      Read more

      Customer Experience

      Customer Experience

      Figure out what your customers care about most, then design great customer experiences, and arm and inspire your employees to deliver them.

      Read more

      Customer Episode Design

      Customer Episode Design

      A proven way to transform the customer experience, at scale

      Read more

      CX Transformation: Tech & Data

      CX Transformation: Tech & Data

      To provide a superior customer experience you need a modernized technology and data stack, but this critical element of transformation is often the most complex. We can help you every step of the way.

      Read more

      Modern Marketing

      Modern Marketing

      Quickly begin delivering the right messages to your customers and building the skills of your team.

      Read more

      IA, Percepções e Soluções

      IA, Percepções e Soluções

      Construa uma base para implementar a estratégia de análise, desenvolver capacidades analíticas e criar casos de uso personalizados e de destaque.

      Read more

      Quer saber mais?

      Ajudamos líderes do mundo todo a lidar com desafios e oportunidades cruciais para suas organizações. Juntos, criamos mudanças e resultados duradouros.

      Bain Insights. Our perspectives on critical issues global businesses face in today's challenging environment, delivered monthly.

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