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.