Below are some of the use cases for banking, financial services and insurance industry:
Registration Drop-offs
| Target Audience | Campaigns | Purpose | Timeline | Remarks |
|---|---|---|---|---|
| Users who stated registration but dropped off at any stage | Each stage of registration can be a separate flow | To drive users to complete registration | Immediate or after a day | Reduce new user drop offs |
Offer Enquiry
| Target Audience | Campaigns | Purpose | Timeline | Remarks |
|---|---|---|---|---|
| Users who have enquired about any ongoing offers in the app or website | Detailed offer explanation in the email | To educate and drive conversion | Immediate or after a day | Increase conversions |
Drop-offs before Completion
| Target Audience | Campaigns | Purpose | Timeline | Remarks |
|---|---|---|---|---|
| Users who have started the process to get a loan, credit card, or insurance but left midway | Each stage of the process flow can be a separate flow | To drive users to complete transaction | Immediate or after a day | Increase conversions |
Cross sell
| Target Audience | Campaigns | Purpose | Timeline | Remarks |
|---|---|---|---|---|
| Users who purchased one product that has other accompanying products |
Home insurance is offered for those who have taken home loans Car insurance is offered to those who have taken car loans Better credit card is offered for credit card holders based on their purchase history |
To educate and drive conversion | Depends on category | Increase conversions |