Personalization adapts your website to every visitor—automatically
Deliver tailored experiences that speak to each visitor’s needs—boosting engagement, building trust, and driving more loan applications and account openings.
Demo personalization now. Like, right this second. Just click the button.
Every visitor is different—but your site doesn’t have to treat them all the same. With personalization, you can magically swap out content based on page visits, clicks, and locations. It’s like your website is a mind-reader that just gets what people want.
Go ahead—give the button a click and see the magic happen. ✨
Personalization increases engagement 213%
HFS Federal Credit Union saw a 213% increase in engagement using personalization, based on an A/B test with over 296,000 pageviews.
Want results like that? Talk with us and see how personalization can help your FI grow.
How personalization works
1. You create targeted content
Set up targeted content on your website and define the types of personalized experiences you want to offer.
2. It tracks visitors' interactions
As users explore your site, personalization captures behavior—like page views and link clicks—to understand individual interests.
3. It assigns personas to visitors
Based on user interactions, personalization automatically groups visitors into personas (e.g., Auto Loan Seekers, First-Time Homebuyers, etc.).
4. It delivers personalized content
Each visitor sees content crafted for their persona—instantly and automatically—leading to stronger engagement and more conversions.
How personalizations are trigged
Triggers define when personalized content appears, based on what visitors do.
Page views
Tailor content based on the pages a person views. For example, if someone visits your auto loan page, you can display an auto loan promo on their next visit to the homepage.
Clickable elements
Track and respond to specific clicks—like when someone selects "I want to buy a home" on a homepage feature block. Their interaction instantly activates relevant content across the site.
Geo-location
Deliver geographic-based content using a visitor’s location. Promote branch-specific offers or highlight local events automatically based on where the visitor is located.
Personalization use cases
The possibilities are endless. Below are just a few ways to personalize your website.
The tech behind better user experiences starts here
With tools like MetriFi's Opportunity Intelligence, you can track how visitors engage with your site, identify drop-off points, and apply improvements with the help of AI. From personalization to performance analytics, our technologies turn your website into a conversion engine.
Start the personalization demo
You’ve clicked the button!
Now, refresh your page and see the magic happen.
Restart the personalization demo
You’ve clicked the button (again)!
Now, refresh the page and you’ll see that it’s back to the original version.
Homepage
Homepage use case
Show users content they care about on your most popular webpage: your homepage
Your homepage is viewed more than any other page of your website. If your FI is like most others, about 74% of your website traffic is homepage visits. That means the top of your homepage is the most valuable real estate on your website. Unfortunately, most FI's don’t make good use of that extremely valuable homepage real estate.
Most homepages are static, meaning every visitor is shown the same message. Instead, what if your homepage could adapt messages to individuals? You can do that with personalization technology. Personalization enables you to create a more dynamic, relevant homepage so you can show users information they care about. That’s one way BloomCU makes credit union websites smart.
-
Show product or service promotions based a user’s interests
-
Identify nonmembers and show why they should join
-
Personalize your homepage with lead capture tools
-
Personalize your homepage’s video background
-
Personalize a message based on the referring website (like Facebook or NerdWallet.com)
-
Personalize a message near your online banking login
-
Display a chat prompt with a message based on a users’ interests
User location
Location use case
Show users special offers by branch
Each person visits your credit union website for a purpose. For example, some people want to know what unique offers can be found at their nearest branch.
What if your website could automagically show a user content specific to their area? That would be delightfully easy for visitors. That’s one way Personalization makes FI websites smart.
Member vs. Nonmember
Member vs. Nonmember use case
Show members and nonmembers different content
People use your FI website for a purpose. For example, nonmembers visit your website to decide if they should join your financial institution. On the flip side, members use your website for completely different purposes. But, a dumb website doesn’t know the difference between members and nonmembers.
Instead, imagine your website knows which users are members and which are nonmembers. Based on data about new and returning visitors, you can personalize content for each person to make the website experience more relevant. That’s one way Personalization makes your website smart.
Login Page
Login Page use case
Engage users on your login page
Each person visits your FI website for a purpose. One common purpose is logging into online banking. Your online banking login gets a lot of attention, but it probably isn’t doing anything to engage visitors.
Instead, what if your login area could show personalized promotions? Personalizing the login engages members in one of the most used parts of your website. That’s one way Personalization makes your website smart.
Recommend Services
Recommend Services use case
Recommend relevant products & services.
Each person visits your website for a purpose. For example, some people come to learn how to improve their finances, but finding the right products and services can be hard.
Instead, imagine your website could recommend products and services based on users’ interests. Personalization makes this possible.
Test Modal
Modal Content
Ea rerum vel molestiae omnis molestias. Et ut officiis aliquam earum et cum deleniti. Rerum temporibus ex cumque doloribus voluptatem alias.
| Column Title | Column Title | Column Title |
|---|---|---|
|
Cell Value |
Cell Value |
Cell Value |
|
Cell Value |
Cell Value |
Cell Value |
|
Cell Value |
Cell Value |
Cell Value |
|
Cell Value |
Cell Value |
Cell Value |
|
Cell Value |
Cell Value |
Cell Value |
Rates effective as of: May 16, 2026
{Optional: Insert table disclosure information}
Open Account
Leaving Our Website
You are leaving our website and linking to an alternative website not operated by us. We do not endorse or guarantee the products, information, or recommendations provided by third-party vendors or third-party linked sites.