Grow Revenue Per Customer
Match each customer with the next best financial product based on their profile, behaviour, and financial goals.
How it's works
From Single Product to Full Relationship
Identify the right moment to introduce the next product and automate the cross-sell journey.
Identify Upsell Eligibility
Greta analyses each customer's profile and activity to identify the right next product.
- Eligibility rules set by product type, usage, and creditworthiness.
- Eligible customers flagged automatically for targeted campaigns.
Deliver Personalised Product Offers
Send targeted product recommendations that feel relevant, not salesy.
- Contextual offers triggered by life events, milestones, or usage patterns.
- Product benefits framed around each customer's specific financial goals.
Guide Through Application
Reduce friction by automating application reminders and document guidance.
- Application progress reminders sent at each incomplete step.
- Document submission checklists reduce abandonment.
Measure Cross-sell Revenue
Track product uptake, application completion, and incremental revenue.
- See which product offers convert most and at what point in the journey.
- Optimise offer timing and messaging based on conversion data.
Platform
Fintech Cross-sell and Upsell Automation
Surface the right product to the right customer at the right moment to grow revenue per relationship.
Eligibility-based Targeting
Automatically identify customers eligible for your next product based on profile and usage data.
Contextual Product Offers
Trigger personalised product recommendations based on life events, milestones, and behaviour signals.
Application Nurture Flows
Automate reminders and document guidance to reduce application abandonment.
Offer Personalisation Engine
Frame product benefits around each customer's specific financial goals and circumstances.
Cross-sell Revenue Analytics
Track product uptake rates, application completion, and incremental revenue from cross-sell campaigns.
Explore More
Explore Other Industries
Greta works across every industry. See how other marketers are driving results.
FAQ
Got more questions?
Everything you need to know about fintech product upsell automation with Greta.
Greta analyses product usage, transaction behaviour, tenure, and eligibility criteria to identify the most suitable upsell candidates.
Greta tracks offer click-through, application start, completion, and product uptake rates so you can see exactly what is working.
Build Something Real
If you can describe it, you can build it.