Promoting new products and services to customers in Finance
2026-02-28 19:08 Diff

Recommend unexplored products and services to customers who are unfamiliar with them

Who:

A large consumer financial services company in Russia

Strategy:

To drive upsells for existing customers, the finance company began exposing customers to the array of products and services they haven’t yet learned about or signed up for. For example, users who were only credit card members were presented with content about setting up a savings and retirement account. As a result, this allowed current members to easily discover new and relevant services.

Hypothesis:

Relevant services and content can be difficult for users to discover. The organization can eliminate the challenge by presenting personalized financial plans for each visitor, highlighting options they have not signed up for, or have not learned about yet. By presenting relevant recommendations to customers, it will lead to higher conversion and further increase customer loyalty.

What real growth looks like with personalization

  • How Valamar converts travel intent into bookings with real-time context

  • What makes Saks’ personalization engine a game-changer for driving 10% more conversions?

  • Bringing the in-store expert online: How Bergzeit reinvented gear discovery with conversational commerce

  • 32% of Total Purchases from AdaptML Recommendations

  • +88% Conversion Uplift with Mastercard Predictive Spend Insights

  • Making Personalization a Breeze for Leading Financial Institutions

  • +10.3% uplift in add-to-cart rate

  • 39% decrease in same-month cancellations

  • 16% contribution to D2C revenue from Dynamic Yield

  • 16% of revenue from recommendations