Upsell customers on investment services
Upsell customers on investment services
Email Marketing
Financial

Upsell customers on investment services

Create a campaign that targets current savings account customers with high deposit amounts and promote additional investment products you offer, such as IRAs or money market accounts.

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Upsell customers on investment services

Create a campaign that targets current savings account customers with high deposit amounts and promote additional investment products you offer, such as IRAs or money market accounts.

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Why implement this use case?

  • When customers invest in a money market, IRA, or other investment account, they’re more likely to keep money in those accounts long-term, which means your organization can earn more interest income. Moreover, your organization can grow revenue by charging fees to service and maintain these accounts.
  • Targeting existing customers with a new investment opportunity can grow loyalty and improve overall customer lifetime value (CLV). Improving this metric ultimately grows business revenue and further improves marketing ROI. Loyal customers are also more likely to refer your services to new customers. 
  • Investment accounts tend to have a lower turnover rate, which means you can retain customers longer and spend less money acquiring new customers.

Goal of this use case

Customers who make regular, high-value deposits in their savings accounts are likely interested in growing that nest egg. Furthermore, these customers will appreciate a proactive partner in growing their financial investment. This use case aims to grow revenue through new accounts and build customer loyalty.

Tools and platforms you need

1

Data Source

Data source, such as a cloud data warehouse like BigQuery, Snowflake, or Redshift.

2

Data Activation

Data activation tool, such as a composable CDP (like GrowthLoop).

3

Email marketing destination or CRM

Select the email platform where you will message your customers. This could be Iterable, Marketo, Salesforce, or a similar tool.

Data sources you need

List the data sources needed for this particular use case (such as ticket purchases, memberships, etc.)

Customer information

Account types

Deposit amounts

How to set up this use case in GrowthLoop

Step 1

Set up your data warehouse as a source in GrowthLoop. See how you can get your data sources into a cloud data warehouse with a few clicks.

Step 2

Create your customer table in your data warehouse and ensure it includes fields for claim history and account types. Learn more about preparing customer data for GrowthLoop.

Step 3

Activate your email marketing tool or CRM as a destination in GrowthLoop.

Step 4

Create an audience in GrowthLoop. Make sure to include filters that specify customers who have a savings account, customers who have made 10 or more deposits in their savings account in the last year, and customers whose average deposit amount is greater than $1,000.

You can also use the AI-powered audience builder tool to describe the audience in detail. For example: “Create an audience of savings account customers who have made 10 or more deposits of at least $1,000 in the last year.” 

Step 5

Once you’re satisfied with the audience, click export audience.

Step 6

In the Create Export view, search for your destination and click select.

Step 7

You can double-check a successful export to your destination by navigating to your audience viewer Exports tab within your GrowthLoop app to view the activity tracker and make any scheduling changes you may need.

Step 8

Log into your email platform or CRM and navigate to your audiences to confirm that this audience was received and populated. Some platforms can take up to 48 hours to populate an audience.

Step 9

Create and launch an email campaign promoting your investment products and services, and target the campaign to your customer list.

Step 10

Use your email marketing platform and GrowthLoop to measure the success of the campaign and determine what adjustments you can make to future campaigns to increase engagement and account signups. 

Step 11

You can also use an ingestion tool like Fivetran to ingest email performance data (opt-outs, clicks, opens) into your data warehouse for use in future campaigns.

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