Persado Launches AI-Powered Dynamic Email for Financial Services Marketing

Rapid Campaign Setup, Intelligent Content Library, and Automation
Speed Execution and Increase Lift for Triggered and Batch Campaigns

NEW YORK, March 13, 2025 /PRNewswire/ -- Persado, a leading provider of AI-powered content optimization and personalization solutions for marketing, today released Dynamic Email, a new AI solution for marketing that manages the heavy lifting for campaign setup, content library creation, and launch. Financial services companies already using Persado for "always-on" personalized batch and triggered campaigns have elevated the customer experience (CX), cut email operations time up to 75%, and seen 20% increase in conversions, on average.

"Persado has helped Ally understand what truly resonates with our customers, enabling us to seamlessly pivot to optimized creative that has driven double-digit improvements in key metrics like clicks and conversions," said David Hixon, Executive Director, Product Marketing and CRM, Ally.

Persado Dynamic Email enables CRM teams and marketers to update, optimize, and personalize content without any additional setup, coding, or tedious results analysis. The solution uses AI, automation, and performance data to meet objectives, while adapting each customer experience for optimal engagement. The process to launch a campaign is fast and efficient:

• One-time set up of a library of high-performing content structured to span a range of concepts (such as offer, emotion, narrative)
• Implement HTML, including Persado scripts
• Launch the campaign
• Continue to update content, design & launch new tests—without re-coding anything in your ESP

Dynamic Email leverages the award-winning Persado Motivation AI platform, which uses advanced machine learning (ML), natural language processing, and specialized models to understand copy intent and create high-performing messages. The platform provides full-stack GenAI (LLM, machine learning layer, and application layer), which measures and refines language, emotional response, and engagement, so enterprise marketers can drive significant business value.

Purpose-Built for Financial Institutions to Automate Life Cycle Marketing

Persado is trusted by 8 of the 10 largest US banks and has driven more than $2.5 billion in new revenue for financial services companies in recent years. Dynamic Email builds on this industry experience and is designed to achieve marketing operational efficiency. The solution applies automation that speeds time to market and better engages customers throughout their journey—from acquisition and engagement to cross-sell and retention. Additional benefits for retail banks, credit unions, and card issuers, include:

• Secure, light setup with no access to the institutions platform and PII data
• Faster compliance quality assurances enabling legal teams to review all content variants
• Fully ADA-compliant content
• Statistically significant insights to continuously improve content performance
• Scaling of content generation through proven performance-driven content
• Send time optimization, leveraging your existing platform investment

Persado uses ML experimentation to optimize messages when being sent. Once design templates and copy for subject lines, headers, and body content are live with continuous optimization, the team can extend Dynamic Email across CRM and owned channels (push, SMS, web, and in-app). The AI randomizes controls so that each user sees the best message, limiting content fatigue and driving measured impact.

Dynamic Email is already driving results for finserv companies. For example, a large U.S. lender used their Persado content library of approved message variants for a mortgage email campaign—reducing setup time by 75%, and driving nearly 140% click lift and more than 25% lift in loan applications.

AI and Automation Speed Trigger and Batch Campaigns

Persado Dynamic Email facilitates collaboration between CRM, marketing performance, or marketing ops, and data / analytics teams—speeding review of use cases, system assessment, configuration requirements, and campaign plans. Use cases that deliver immediate business impact, and become more advanced when adding personalization, include:

• Triggered campaigns – Application abandonment, onboarding, payments, welcome, benefits, paperless, etc. (automatically triggered deployment by customer action/inaction/ruleset)
• Recurring batch campaigns – For mobile app adoption, cross sell/upsell, loyalty points redemption, and win-back (manually deployed evergreen content)
• Single batch campaigns – Extending the delivery window for adaptive optimization for promotions, product releases, and updates

"Manually conducting A/B testing is time-consuming because of complex setup, results monitoring, and the back and forth to get legal approvals. This is even harder within campaigns with massive workflows, which often make the push for automation at odds with the need to keep content fresh, react to market dynamics or competition, and speed time to market," said Assaf Baciu, President and Co-founder, Persado. "Persado Dynamic Email streamlines execution and improves performance for batch sends and trigger campaigns—while also considering privacy and legal guardrails. It's all about efficiency."

About Persado

The Persado Motivation AI platform uses advanced learning, NLP, and transformer models to understand copy intent and generate messages that motivate consumer action. Iconic brands, including Ally, Chase, Gap, NatWest, and Verizon trust Persado to engage customers from acquisition to loyalty. Persado AI is trained on a specialized dataset of real interaction and transaction data from 1.2 billion consumers, which measures and refines language, emotional response, and engagement—so enterprise marketers can drive significant business value.

For more info about Persado for Financial Services, visit Persado.com and follow Persado on LinkedIn.

SOURCE Persado Inc.