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Below are some of the use cases for banking, financial services and insurance industry:

Registration Drop-offs

Target AudienceCampaignsPurposeTimelineRemarks
Users who stated registration but dropped off at any stageEach stage of registration can be a separate flowTo drive users to complete registrationImmediate or after a dayReduce new user drop offs

Offer Enquiry

Target AudienceCampaignsPurposeTimelineRemarks
Users who have enquired about any ongoing offers in the app or websiteDetailed offer explanation in the emailTo educate and drive conversionImmediate or after a dayIncrease conversions

Drop-offs before Completion

Target AudienceCampaignsPurposeTimelineRemarks
Users who have started the process to get a loan, credit card, or insurance but left midwayEach stage of the process flow can be a separate flowTo drive users to complete transactionImmediate or after a dayIncrease conversions

Cross sell

Target AudienceCampaignsPurposeTimelineRemarks
Users who purchased one product that has other accompanying productsHome 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 historyTo educate and drive conversionDepends on categoryIncrease conversions