A recent study revealed that the average consumer has nine financial accounts and 2.2 accounts with each financial institution they work with. From a financial institution’s perspective, since every customer has 6.8 accounts with “other” financial institutions, opportunities exist to cross-sell and deepen relationships with existing customers.
Use Evergage to identify returning customers and create targeted messages promoting relevant cross-sell opportunities.
Customers who looked at boat policies, but did not look for an agent or request an online quote.
Success measurements include click-through rates and/or completion of an online quote or finding an agent
Use an inline message associated to the relevant segment (available).
Here is a checklist of what you need to do in Evergage to create this play on your own site: