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In the competitive landscape of the FinTech industry, understanding customer behavior and predicting their readiness to purchase additional products can significantly impact business success. By harnessing the power of advanced analytics and AI, financial institutions can identify the optimal moment to engage customers with an offer of relevant products or services. Twilio Engage, a powerful component of the Twilio Segment platform, enables businesses to leverage AI-driven predictive traits derived from past customer behavior to pinpoint those most likely to be ready for a new financial product.

Acquisition and onboarding in financial services require more than just usability—they demand trust and fast value delivery. This recipe shows how Fintech teams can identify friction, optimize signup flows, and trigger personalized follow-ups.

Credit unions risk losing 40-60% of new members due to outdated forms and impersonal onboarding. This recipe shows how credit unions can drive member expansion by unifying data and automating personalized member experiences with Twilio Segment + HubSpot. With these solutions in place, credit unions can expand their membership base by capturing every member interaction (web, mobile app, branch) in real time, feeding them into HubSpot, and then triggering targeted campaigns (welcome series and deposit offers) that drive conversions and increase product adoption.

For an insurance company, safeguarding their business from customer fraud is of paramount importance. Undetected fraud can be financially devastating. As insurance companies recognize the need to proactively identify and mitigate potential fraud risks, they’re turning to artificial intelligence (AI) for a competitive edge.

Credit unions increasingly treat onboarding as the launchpad for lasting member relationships. Legacy processes can’t keep up with fintechs’ hyper-personalized experiences. This Twilio Segment Recipe details how to modernize onboarding with Twilio Segment CDP and Braze, unifying data, automating tailored outreach, and sparking product adoption and loyalty.

With the explosion of artificial intelligence technologies in recent months, it is important for marketers and product teams to harness the power that AI can bring to their marketing efforts. Twilio Segment’s Predictive Traits and Predictive Audience creation (currently both in beta) gives marketers a no-code solution to tap into AI and yield higher returns on their marketing efforts by allowing them to predict the likelihood of a user performing any custom event within Twilio Segment. Examples could include finding users with a high propensity to churn, purchase, refer a friend, or use a promo code. Armed with this knowledge, you can increase the effectiveness of your marketing communications. Predictive Traits is a no code machine learning model that helps marketers improve their targeting in campaigns and journeys to achieve better results. Predictive Traits gives marketers super powers to take any tracked Twilio Segment event and predict the likelihood that any user will perform that action over the next 30 days. Audience modeling serves as the foundation for predictive audiences. It applies predictive intelligence to identify audiences based on specific criteria such as discount affinity, channel affinity, lifecycle stage, purchase activity, likelihood to convert, and likelihood to unsubscribe. In this recipe, we’ll share how we can harness the power of predictive traits and audiences to predict which customers are most likely to transfer money out of their bank accounts. Given the liquidity pressures that banks incur when deposit outflows occur, it is of utmost importance to ensure your bank is doing everything possible to keep customer’s money within your platform.

Signing up for a loan application product is often a confusing process, because many new users get stuck before even completing their application. This could be because their UX is confusing and the user is not sure how to proceed, or because the user simply forgets to upload required documents required to complete the application. Whatever the cause, our customers have found that by identifying users who are dropping at certain stages during the application process, you can create a personalized journey that can drive a 2-3x higher application rate! In this recipe, we'll show you how to accomplish this with Twilio Segment and Twilio Engage.

This guide will teach you how to find a group of users that dropped off in your onboarding funnel and send this group of users (called a "Cohort" in Mixpanel) into Twilio Segment Engage, so you can send them a personalized engagement experience that convinces them to finish the onboarding.

Are you tired of slow and impersonal customer experiences? Our recipe has the solution, showing you how to seamlessly connect customer data from Twilio Segment with Uniform’s integration mesh. Our technique allows you to create visually stunning and high-performing customer experiences across all platforms in under 200ms. Don't let slow load times and generic experiences negatively impact your business - try our recipe today and see the difference for yourself.