Objective
Overarching Story
The customer is near a SecurFinancial branch and is on the move. Having consented to location sharing, they receive a timely nudge informing them that a financial advisor is available for a consultation.
They can instantly book an appointment and head to the branch for their meeting.
Experience it first
Walk through this section as your customer would. This helps you understand what they experience. Next, you'll build the required elements in AEP to create that same journey.
You are walking past your bank on your way to the office. Because you previously consented to location sharing, the Secure Financial bank detects you are nearby. You received a message to inform you that a financial advisor is available for a consultation.
What is needed
- A set of Points of Interest To know where Luma stores are located.
- An event To see if the customer is close to a store.
- A data source To check an advisor is available.
- A push message To send to these customers.
- A journey To send the push message to the customer.
Why this matters
As a marketer, you want to turn a routine operational moment into a seamless, memorable brand experience. With AEP and Adobe Journey Optimizer, you can trigger real-time, location-based communications that reach the customer at exactly the right place and time — reducing friction to find an available advisor to speak with