Offerfit Logo PNG 

OfferFit – Financial Services & Insurance

Financial Services & Insurance

Engage each customer across all your channels and products.

offerfit-financial-services-insurance

Maximize the performance of referral campaigns

Maximize engagement with your digital channels (e.g., help customers resolve issues without making a call)

Personalize lead nurture sequences to increase conversions

Ready to speak to an OfferFit Finance & Insurance expert?

Experimentation unleashed

bank blog image

AI is changing how marketers personalize in the banking industry

Bank blog image

3 ways banks can strengthen customer relationships with 1:1 personalization

See how OfferFit helps with lead nurturing in:

DE webinar image

David Edelman explains the five promises of personalization from his new book with Mark Abraham.

DE book webinar image

Personalize: an OfferFit webinar with David Edelman

blog post image main

blog post preview image

Onboarding, cross-sell and referral are key opportunities for personalization in credit card marketing.

blog post image

Three credit card personalization campaigns to drive engagement and revenue

Thank you

Trends in AI personalization in financial services

Read the white paper

Download whitepaper from OfferFit -- financial services

FS white paper og image

FS whitepaper square image

AI Decisioning is replacing Next Best Action in financial services marketing

AI-driven personalization in financial services

AdAge social image

AI decisioning agents — not predictive models — provide a continuous feedback loop to determine which decisions drive the best and worst personalized outcomes. 

AI decisioning agents—not predictive models—provide a continuous feedback loop to determine which decisions drive the best and worst personalized outcomes. 

How to pivot from AI predictions to true AI decision-making

webinar image preview

A roundtable with MetLife CMO Michael Roberts, Former Aetna CMO David Edelman, and and former AXA Group CMO Amy Radin.

social image for AI webinar

AI-driven marketing in financial services: a CMO roundtable

Calendar vs evergreen image

calendar vs evergreen thumbnail

Evergreen campaigns give marketers two key advantages over a calendared approach. First, letting marketing assets – creative, messaging, subject lines, headers – stay in the rotation longer simply saves time and effort. But there is a more fundamental advantage. The longer a campaign runs, the more time a marketer has to gather data and measure what’s working. That makes it possible for the marketer to run A/B or multivariate to discover what's working best for their global audience, or perhaps for segments. More importantly, evergreen campaigns are a natural fit for continuous automated experimentation. 


Letting the calendar go – why evergreen marketing wins

esp blog post image

image preview for esp blog post

Marketers chasing the dream 1:1 personalization are wondering if they should rely on the systems they have, or add another product to their stack. After all, most automation platforms – meaning the platform the marketer uses to orchestrate communication with their customers – now offer suites of AI tools. Is it worth adding a dedicated platform for AI personalization?


Is it worth adding a dedicated platform for AI personalization?

Image for ESP blog post

Should you add AI testing to your tech stack?

Should you add AI Decisioning to your tech stack?

Shobeir show podcast image

"Marketers have realized that AI is real. ML models are going to be more powerful and more impactful than pretty much anyone expected." -- OfferFit CEO George Khachatryan on The Shobeir Show.

George shares his story as a refugee from the Soviet Union, how he became a mathematician & entrepreneur, and how ML is changing marketing today.

George shares his story as a refugee from the Soviet Union, how he became a mathematician & entrepreneur, and how ML is changing marketing today.