AI Personas
Smarter campaign segmentation, better results
Smart database segmentation for your mortgage marketing automations. AI Personas—part of Aidium Intelligence—identifies persona types using AI and 5,000+ consumer behavior datapoints. Turn more leads into loans with targeted campaigns.
AI recommendations for marketing campaign segmentation
Most mortgage marketing leaders and lenders lack tools to quickly and effectively segment their database, so every contact gets the same messages, reducing relevance and campaign engagement.
Aidium's AI Personas addresses this gap by automatically assigning AI-identified persona types to your CRM contacts, drawing from 5,000+ consumer behavior signals. Finally—running targeted campaigns is not just possible, but fast and easy.
How AI Personas work
Whether you’re starting with an Aidium-created agent, or building your own, this is how agents work. Agents surface smart, contextual prompts to users, such as approving communications, follow-ups, or marketing actions. If told to continue, agents can perform a single action or a sequence of actions.
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Daily updates to 5,000+ data points per Aidium contact
Every day, Aidium Intelligence gets updated data on each of your contacts.
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AI algorithm analyzes the data and identifies personas
Aidium Intelligence gets daily updated data
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Intel: See AI Personas in your Aidium CRM
Refreshed daily, see persona types as fields in your CRM.
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Action: Run AI Persona playbooks
Use AI Personas as audience segments for your marketing automations.
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Optimize: See Aidium Reports filtered by AI Personas
Understand how different personas interact with your automations and optimize your campaigns.
About the Data
AI Personas are created using 5,000+ rich consumer behavior data points
AI Personas are created drawing from a vast collection of 5,000+ consumer signals. This dataset is updated daily and includes a broad spectrum of indicators like property data, life events, shopping trends, financial events
Persona-Related Playbooks
Let Persona-related Playbooks do the heavy lifting
Aidium’s AI Persona Playbooks are a growing library of ready-to-run automations built to match each persona type. These playbooks are updated regularly to ensure messaging stays relevant. Each is complete with messaging, creative assets, and automation logic already in place. Edit them easily, or run them as-is.
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AI Playbook Details
Explore AI Persona Related Playbooks
Find details below about our growing library of playbooks that correspond with Aidium Intelligence features like AI Personas and AI Propensity Modeling. These playbooks make it easy to reap the benefits of AI Personas with pre-made marketing campaigns.
Aspirational Personas
Playbook for Personas that Aidium groups into "Aspirational" category
This playbook engages high-propensity clients identified by Aidium Intelligence’s AI algorithm as having an aspirational economic status, but a strong possibility to transact with tailored, timely content.
Comfortable Personas
Playbook for Personas that Aidium groups into "Comfortable" category
This playbook engages high-propensity clients identified by Aidium Intelligence’s AI algorithm as having an comfortable economic status, but a strong possibility to transact. It delivers relevant, well-timed messaging designed to convert interest into movement.
Affluent Personas
Playbook for Personas that Aidium groups into "Affluent" status
This playbook is made for clients identified by Aidium Intelligence’s AI algorithm as having a high propensity to transact and an aspirational affluent status. Easily send relevant content to these personas that increases likelihood they’ll transact with you.
General Rollover Campaign
Playbook to transition contacts out of AI Rotator campaigns
Designed to work hand-in-hand with the other Aidium Intelligence playbooks, the Rollover Campaign helps transition clients from dynamic rotator campaigns into evergreen content designed to maintain connection and encourage thoughtful engagement.
Persona-Based Reporting
See Aidium Reports segmented by persona type
Your AI Persona segments automatically show up in Aidium’s Out-of-the-Box Reports, making it easy to better forecast your pipeline and optimize marketing efforts by persona. Filter reports by personas to see which campaigns resonate with which personas, understand how different borrower types move through your pipeline, and better forecast pipeline volume.
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