AI decisioning for financial services & insurance

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OfferFit – Financial Services & Insurance

Financial Services & Insurance

Maximize any business metric with true 1:1 personalization

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Financial Services & Insurance Results

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A leading bank uses OfferFit to personalize credit card offers

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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

Thank you

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Trends in AI personalization in financial services

Download whitepaper from OfferFit -- financial services

Read the paper

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Experimentation unleashed

Ready to start personalizing with AI decisioning?

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Marketers will need to ensure that every dollar spent and every discount given is optimized to generate more sales while staying within their tight budget. But traditional promotional strategies may not do both, and many retailers end up either blowing their budget or struggling to personalize discounts to each individual customer.

Here’s how retailers could leverage AI decisioning to transform their discounting campaigns into ROI-focused revenue engines.

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How AI Decisioning Helps Retail Marketers Maximize ROI on Promotions

See how OfferFit helps with lead nurturing in:

Optimizing Promotional Spend

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Download whitepaper from OfferFit -- Promotional Spend

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Traditional rules-based approaches to 1:1 personalized discounts often lead to ineffective results: many customers receive deep discounts they didn’t need, while high-potential conversions are missed due to rigid spending caps.

This white paper takes a deeper look at how marketers can balance promotional spend—how to maximize revenue without eroding margins or conditioning customers to expect deeper discounts. 


Traditional rules based discounting can be ineffective and lead to lost revenues. The right AI Decisioning Engine helps marketers maximize ROI but finding the lowest discount for conversion for each individual customer.

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Optimizing promotional spend

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AI decisioning can help marketers revolutionize their lifecycle marketing campaigns with 1:1 personalization. Motivations for travel are growing more complex, and segmentation alone can no longer predict customer behavior. The best way to capitalize on consumers’ booming interest is to meet every customer with 1:1 personalization at all the touchpoints of their journey.

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How AI-Powered Personalization is Reshaping Airline Loyalty

How AI-powered personalization is reshaping airline loyalty

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David Edelman and Patrick Nyffeler discuss how to get business value from AI.

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From hype to impact: getting business value from AI

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Artificial intelligence is at the forefront of new travel and hospitality innovations. While travelers are leaning on AI for travel planning, marketers are using new AI tools to build real-world 1:1 personalization. 

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Three 1:1 personalization strategies for hotel marketers

OfferFit white paper: 1:1 personalization for travel and hospitality marketers

1:1 personalization for travel and hospitality marketers

Download whitepaper from OfferFit -- Hospitality

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The travel and hospitality industry is resilient. Once facing the existential crisis of COVID-19, when travel ground to a near halt, airlines and hotels are in the midst of a historic turn-around. More people are traveling more miles than at any point since the pandemic, and the industry is set to skyrocket in 2025. Artificial intelligence is at the forefront of new travel and hospitality innovations. Travelers already embrace AI to help find, plan, and enjoy every moment of their adventures. Marketers that can leverage AI to offer new experiences and more personalized engagement across the lifecycle can create better relationships with customers and quickly impact the bottom line.

Artificial intelligence is at the forefront of new travel and hospitality innovations. Travelers already embrace AI to help find, plan, and enjoy every moment of their adventures.

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1:1 Personalization for Travel and Hospitality Marketers

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We’re thrilled to announce that OfferFit is joining Braze. We have long admired Braze’s product and thought that it was the most natural complement for OfferFit. As we’ve gotten to know Braze’s team, we also came to see that we have a shared outlook and cultural values.


We’re thrilled to announce that OfferFit is joining Braze. We have long admired Braze’s product and thought that it was the most natural complement for OfferFit.

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OfferFit is Joining Braze

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Quick-serve restaurant (QSR) customers are a fickle bunch. The average QSR loses 30 to 40 percent of its customers every year. Most consumers visit their favorite restaurant less than twice a month. These numbers present a challenge and an opportunity for marketers. Brands can quickly increase revenue by building effective win-back campaigns with 1:1 personalization across every digital channel. 

 The average QSR loses 30 to 40 percent of its customers every year. Most consumers visit their favorite restaurant less than twice a month. These numbers present a challenge and an opportunity for marketers.

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Three QSR personalization strategies to reduce customer churn

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OfferFit CMO Jessica Vogol hosts OfferFit CEO George Khachatryan and Hubspot VP of Platform Ecosystem Scott Brinker discuss the state of martech in 2025

AI decisioning for financial services & insurance

A leading bank uses OfferFit to personalize credit card offers

Goal

Prior approach

OfferFit approach

Result

Optimize every customer journey with AI decisioning

AI decisioning agents find the optimal action for every customer

Credit cards

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Banking

Insurance

AI-driven personalization in financial services

Read the paper

Experimentation unleashed

Experimentation unleashed