AI-Powered Content for Financial Services Marketing
Drive greater personalization and targeted content at scale with Phrasee’s brand controls and enterprise-safe optimization.
Always Compliant, Always in Control
Few industries are subject to as many rules and regulations as financial services, so the ability to send industry-compliant, brand-compliant messages is crucial. With Phrasee, you always get the final say over the messages you send. Our AI works hand in hand with your marketing team to make sure every message is perfectly on point.
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From Quotes to Purchase Completion
Quotes are awesome, but purchase completions are even better. So how can you convert quote-seekers into customers through the magic of marketing messages? Financial services brands choose Phrasee to generate and optimize their content to get more eyeballs on it and nudge more customers into completing their purchases with messages that resonate in the moment.
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Increase Lifetime Customer Value
As a marketer in the financial services space, you’ll know why engaging your loyal customers and helping them stay on top of your latest products and services is essential. Phrasee helps brands like yours boost their lifetime customer value by always saying the right thing to the right people. We’ll help you get your customers clicking and converting time and time again.
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Let AI Keep You Moving With the Times
The financial landscape is always evolving, and it can be challenging for your customers to keep up. Often, financial services marketing is about staying one step ahead to reassure your customers that they’re in safe, knowledgeable hands. AI-optimized content detects customer engagement trends to see what gets them clicking, keeping your marketing fresh, relevant, and compelling.
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Testimonials
“With Phrasee, rather than using generic language or relying on our gut instinct, we can find the exact right tone for each segment. The results across our campaigns prove that it works.”
Phrasee in Numbers
60%
Avg email click rates uplift for financial service brands
5s
Time to generate on-brand, AI-optimized messages
27%
Avg engagement rates uplift for financial service brands
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