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

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.

Try GrowthLoop
with your customer data.

See how leading companies use Flywheel for this use case.

No items found.

Similar Recipes

See All Recipes

Get Started with GrowthLoop

Unlock your data warehouse for your business teams. Get in touch with a GrowthLoop Engineer to get started.

Get Demo

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.

Find different use cases

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


Data Source

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


Data Activation

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


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.

Similar use cases


Create an upsell campaign for customers who have recently filed a claim


Re-engage churned customers via email with a special offer


Engage High-Value Customers to Buy a Premium Subscription With Facebook Ads


Winback your lost trial leads with an offer on Facebook


Re-engage users that fell off your Sign Up Flow Months Ago


Reach customers that don't read your emails


Retarget churned customers in BigQuery with Google Ads

Email Marketing

Retain customers whose plan usage has dropped

Email Marketing

Upsell customers who max out monthly data

Email Marketing

Market new offerings to past game attendees

Email Marketing

Offer online-only coupons for recent in-store purchasers

Email Marketing

Remind registered app users to complete verification

Email Marketing

Engage users who have purchased in the past, but have not purchased and opened an email in last 30 days via Braze Email

Email Marketing

Engage Android Users via Braze Email To Prevent Churn

Email Marketing

Re-engage users who have never purchased / sold before, and have not opened an email in the last 30 days via Braze Email

Email Marketing

Re-engage abandon cart users without purchase in the last 30 days with Braze Email

Email Marketing

Re-engage users that fell off your Sign Up Flow

Email Marketing

Re-engage your Lost Champion Customers with email offers

Sales & CRM

Sell tickets to opposing fans when their team is in town on Facebook

Sales & CRM

Sell upcoming tickets to past attendees via Facebook Ads

Sales & CRM

Create Salesforce opportunities by identifying possible ticket buyers

Sales & CRM

Re-engage churned package ticket holders in Salesforce

Customer Success

Send in App Discounts to Lapsed Customers with Intercom

Product Management

Change In App Experience based on Customer Segment

No items found.
Paid advertising

Optimize ad campaigns for increased ticket sales

Paid advertising

Win back past customers with new season promos

Paid advertising

Create an acquisition campaign that targets potential high-value customers

Paid advertising

Create an optimized acquisition campaign to grow accounts

Paid advertising

Target high-CLV customers with paid media coupon ads

Paid advertising

Acquire customers that look like your best customers with Google Ads

No items found.

Find more use cases in a custom demo

Get in touch with our team to learn how you can use GrowthLoop to activate data from your data warehouse to drive more revenue.

Get your use cases with a custom demo