Quick Overview
Banks analyze transaction and behavioral data using AI to recommend relevant financial products such as travel credit cards, premium accounts, and loan upgrades. Personalized offers build trust, increase product uptake, and enhance cross-product engagement.
Various banks globally
Company Size
Large financial institutions
Revenue Range
Multi-billion dollar revenues
Primary Challenge
Increasing cross-product sales and customer trust through personalized recommendations
Key Metrics
\- Higher product uptake\- Increased customer trust\- More cross-product engagement
The Problem
Traditional product recommendations were generic and lacked personalization, reducing effectiveness
The Solution
AI models analyze customer data to personalize financial product offers and optimize timing and channel delivery
Results
\- Increased sales and customer satisfaction\- Enhanced customer loyalty\- Improved product portfolio utilization
Details
Industry
Finance & Banking
Departments
Sales & Lead Generation
Account Management & Client Success
Use Cases
Upsell & Cross-sell
Tags
Predictive Modeling
Recommendation Engine
Enhanced Decision-Making
AI Tools Used
No items found.
Sources
https://www.creatio.com/glossary/ai-for-cross-selling-and-upselling
More Case Studies
See All
How Zendesk Uses AI to Automate Sentiment Scoring and Trend Detection from Customer Feedback
Technology & SaaS
How James Hardie Leverages Sprout Social’s AI Tools to Enhance Social Media Strategy and Consumer Engagement
Manufacturing
How Salesforce Uses Process Street to Standardize and Automate Global Client Onboarding
Technology & SaaS
How CLA Streamlined Processing of 15,000 Monthly Invoices Using AI Automation
Manufacturing
How TTMS Uses AI-Powered E-Learning to Accelerate Helpdesk Training and Onboarding
Technology & SaaS
How SEB Wealth Management Uses Google Cloud AI to Enhance Client Interactions and Efficiency
Finance & Banking