CDP Integration

In the spring of 2021, BLANC was launched in test mode: entrepreneurs could open a bank account by invitation only. Initially, the company lacked a functional solution for managing this type of communication. To establish an effective user engagement process, BLANC’s team turned to WE2.

Why choose Bloomreach for banking tasks?

• A unified system for all communication channels (SMS, email, push, web)
• Seamless integration with the mobile app backend and support for custom data transfer
• Centralized storage of all user data within the platform
• Collection of browsing history and user visits
• Advanced capabilities for personalized communication

A custom DOI email was developed for BLANC. Its uniqueness lies in the fact that a single message within one communication scenario functions both as a regular DOI newsletter and as a tool for identifying duplicate user accounts.

The DOI email is part of the communication flow between the bank and the entrepreneur. It allows users to confirm their emails and includes a link to BLANC’s internal subscription service, where they can select the types of emails they wish to receive.

Moreover, the verification email in Bloomreach helps prevent the creation of duplicate user accounts.

One of the Intercom’s functions within BLANC’s mobile app is to notify users about account blockings, suspensions, and the actions required to unblock their accounts.

This system is convenient for both the client and the bank: if a user’s account is blocked, the conversation thread remains open until the customer receives a specific message (e.g., confirmation that documents have been successfully verified by the financial monitoring service).

Thanks to Bloomreach, we implemented a feature that determines whether to keep a conversation thread open or close the chat—without creating additional backend events.

Another communication channel is WhatsApp. It was selected for three key reasons Firstly, it is very popular (the number of monthly users has surpassed 2.5B). Secondly, it can be integrated into cascade communication, increasing OR. Thirdly, WhatsApp Business offers cost savings, as message delivery is more affordable than SMS.

The main challenge was establishing a custom integration between Bloomreach CDP and the PACT messenger aggregator. The setup successfully combines the best of both systems.

Bloomreach enables user interaction tracking and the dynamic insertion of variables (e.g., company name, meeting location, and time). Meanwhile, PACT handles real-time communication and allows managers to respond instantly to user inquiries within the chat.