Part 2: PCA Application Journey
3 min
Customer Journey - Where are we?
PCA Application Journey (Part 2)
We want to communicate with our customers in real-time when they apply for a Club Lloyds PCA, taking their consent preferences into account. We also want to use this opportunity to cross-sell to our customers with a personalized offer. When they submit their application, we want to send our customers an email or push notifying them of the account details and accompanying products.
What do we need to create for this use case?
- A set of offers To recommend the right cross-sell products to our customers.
- A set of email and push messages To send to these customers.
- A journey To send the messages and offers to these customers.