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OfferFit – Financial Services & Insurance

Financial Services & Insurance

Engage each customer across all your channels and products.

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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

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For quick-serve restaurants, loyalty programs are now table stakes. More than 82 percent of QSR brands already have a loyalty or rewards program and 60 percent of brands plan on prioritizing retention strategies in 2025. The question in this climate is, how do marketers stand out when everyone is offering a lot of the same?

The brands that invest in and prioritize meaningful 1:1 personalization can build relationships that generic marketing simply cannot. Brands that excel at personalization generate 40 percent more revenue from marketing campaigns compared to the average company. 


For quick-serve restaurants loyalty programs are now table stakes

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Three strategies to make QSR loyalty more personal

See how OfferFit helps with lead nurturing in:

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Learn how LATAM Airlines drove 40% uplift in cart completion with AI decisioning

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LATAM Airlines personalizes customer journeys with OfferFit

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Personalizing the QSR experience

Read the white paper

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This new white paper surveys the state of consumer behavior and marketing personalization in QSR, and explores how advances in AI are changing how marketers onboard, engage, and retain their customers.

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Clean Choice Energy uses OfferFit's AI decisioning to give the right plan to the right customer at the right time.

Clean Choice Energy personalizes 1:1 with OfferFit

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How AI decisioning will bring marketing into a new era

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The gift of personalization: AI for holiday marketing magic

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This article summarizes and extends ideas from a conversation between MetLife CMO Michael Roberts, former Aetna CMO David Edelman, and former AXA Group CMO Amy Radin. 

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Three ways to evangelize AI-driven personalization as an insurance marketer

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