Codeless Personalization Example for Finance Websites

Click on the before/after buttons to see how this insurance website homepage is transformed from generic to personalized and relevant, using a combination of artificial intelligence and powerful targeting.



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User Story

Visitor has shown behaviors on the site indicating interest in home insurance.

Home Page

Use the slider to see the home page before website personalization, and after.
Notice how the page goes from being generic to relevant for this specific visitor’s interest in home insurance.

Leverage the Power of

Personalization & Marketing Automation


Works on any site, regardless of platform.
Easy copy/paste installation in 5 minutes or less
No effect on site speed, secure and scalable servers
Step-by-step guides, real-time chat assistance
24/7 support and optional white glove service

Start Personalizing Now
Or Schedule a Demo

Engage visitors with personalized
content, promotions, recommendations, & emails  

Financial Website Personalization with Personyze


Some of the most commonly used Personyze features for websites in the financial services industry.

Versatile Recommendations Engine

With an algorithm for every scenario, Personyze allows you to show recommendations on every page, such as relevant trips, services, packages, and content, as well as in re-marketing emails. Recommend based on crowd data like popularity plus visitor interest, with additional filters.

Targeted Popups

Personyze includes a variety of display types and behaviors for popup promotions, including Exit popups to reduce bounce/abandonment, & triggers based on idle time, time on page, scrolling, & targeting based on any of our 70+ parameters. Our system also allows you to limit how often these popups display, to avoid annoying visitors.

Re-marketing Emails

From abandoned cart, to replenishment, up-sale, cross-sale, and everything in-between, with Personyze you can send automated & targeted email sequences with dynamic recommendations included from our own broadcasting system, or via your third-party provider.

Marketing Campaigns

Personyze allows you to change or add elements to your site with very little limitation, including targeted banners, calls to action, and visual edits based on 70+ targeting rules, such as Page Views, Cart Value, & CRM data variables.

A/B testing

Utilize our built-in A/B testing with performance dashboard to test landing pages, personalized content, promotions, popups, emails, and more. Test any campaign action, with various rotation settings, control group options, and auto-deactivation settings.

Personalization Dashboard

Get a detailed view of which products were bought and by whom, or which products are most often left in cart. Keep track of email performance, & take a closer look at each detail with multi-dimensional analytics included out-of-the-box, and optional daily/weekly reporting.

Personyze has everything you need to improve conversion and reduce cart abandonment on your e-commerce site, in one simple solution.