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 HG Commerciale (HGC) Modernized Expense Management with Yokoy Expense AI Platform
Construction
How eBay Processed Contracts 10x Faster and Reduced Legal Workloads with LawGeex AI
Retail & E-commerce
How Aeon Hire Uses AI Sourcing and Predictive Analytics to Save Time and Improve Hiring Quality
Recruitment
How HubSpot Uses AI-Powered Lead Scoring to Increase Conversion by 35% and Boost Productivity by 50%
Technology & SaaS
How Cove Smart Reduced Response Times by 80% and Increased Self-Service with Tidio’s Lyro AI
Technology & SaaS
How Metinvest Uses Machine Learning with DevRain to Enhance Multilingual Document Search and Management on Microsoft SharePoint
Construction