Case study: Tax Company

HOW IMPROVED CUSTOMER RECOGNITION INCREASED REVENUE BY NEARLY $1mm

Trueffect’s customer is a large financial services company managing several e-finance software companies.

 

Due to the seasonality of the tax industry, this Trueffect customer was only in-market from January through April. This made year-over-year customer recognition, segmentation, and targeting near impossible.

 

Existing customers were forced to receive default, irrelevant messages, which ultimately cost the company significant revenue opportunities year over year.

Customer Objectives

  • Capture and activate customer data from previous tax seasons
  • Recognize and suppress customers from audience pools in DSP acquisition campaigns
  • Personalized, consistent messaging to every consumer
  • Engage new audiences beyond their DMP’s reach
10 %

increased
conversions

975 K

increased
revenue

10 %

increased
site traffic

The Challenge

The company used Adobe Audience Manager (AAM) as its primary audience segmentation tool—but insights and reach were significantly limited. Since historical browser data couldn’t be captured from one tax season to the next, critical data on their individual consumers were lost.

 

The result? Existing customers were dumped into default messaging pools all over again the following tax season.

This limitation cost the business significant revenue and eroded customer loyalty. That’s when they turned to Trueffect.

 

With Trueffect, the company could activate their DMP audience segments within their first party, brand-owned domain. So now they can recognize individual consumers upon a single impression, and immediately personalize the on-site experience.

 

This immediate recognition and ability to personalize gained the company a 10 percent increase in conversions from the previous tax season, resulting in additional $975,000 in revenue.

Trueffect Solution:

Consumer Recognition Upon Impression

With Trueffect, a user never has to visit a brand’s website to be recognized, because the entire advertising and marketing operation is activated within the brand’s own domain.

Real Time Updates to DMP Audience Segments

With Trueffect, DMP audience segments are updated in real time with every consumer impression or conversion, so the company maintains an up-to-date, actionable database from which to make strategic messaging and offering decisions for next year’s tax season.

user first known impressions

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