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7 use cases to improve conversion rates for the BFSI industry

Ebook guides 7 real-life cases with expert tips to help you simplify customer retention and improve your skills in the eyes of your colleagues.
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Introduce

2024 is the year of strong digital transformation. Banks, financial technology companies, insurance, securities, credit, etc. have all been digitizing services, products, operating processes, etc. strongly. This leads to the number of end users (also known as customers) of banks on digital platforms such as mobile apps or websites reaching millions or tens of millions of users. This is both an opportunity and a challenge for the BFSI industry when the number of users is large but the transaction, conversion or retention indicators are not high. So how to effectively exploit this digital user base?

WebEngage would like to introduce an eBook that is shared in the form of going into Use cases (practical application methods) to help increase engagement rates, upsells, increase sales and increase loyal users leading to increased customer retention rates from international BFSI businesses.

The eBook will help you:

  • Provides 7 practical use cases in the BFSI field
  • Explore proven techniques and expert tips to take advantage of WebEngage's advanced features 
  • Finally, we dive into simplifying retention strategies to keep your customers coming back for more
  • With our step-by-step guidance and real-life examples and impact stories, you'll gain the knowledge and confidence to implement effective retention strategies. Whether you're a marketer, business owner, or enthusiast, this eBook will help you unlock the full potential of WebEngage and achieve remarkable results.

What information does the eBook provide you?

  • Bringing informational and practical value to businesses through real-life successful use cases. Helps you deploy business activities and operate effectively.
  • Ways to reduce user interaction cycle time & increase revenue
  • And finally, it's a way for you to show off your skills to your colleagues

Content

01. How to nurture leads to promote sales & increase revenue

02. How to drive successful loan applications with the help of IVR

03. Use Nunjucks to combine If/Else conditions easily

04. Use Predictive Segment to drive growth

05. How to turn customers into loyal users with Gamification

06. Upsell proposals are designed specifically for each customer

07. How to experience personalization on the Website

08. Success story

WebEngage

WebEngage is India's top 1 comprehensive intelligent customer interaction platform. WebEngage's role is to help brands understand customer insights, providing toolkits to help create hyper-personalized customer experiences leading to increased retention rates & sustainable revenue growth.
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