Global Financial Institution With $500B+ Boosts Onboarding Completion by 50%+

Customer Challenge

A global financial services enterprise with $500B+ AUM recognized that consumer expectations were rising for hyper-personalized digital experiences. This led them to prioritize “one-to-one personalization” initiatives across the company, including a key initiative to enhance an investment and education platform within their portfolio of products.

The investment platform’s focus was to make investing more accessible for consumers. Despite a steady flow of site visitors engaging with the platform on a daily basis, a critical issue emerged: most users left the platform without creating an account. This significantly limited the institution’s ability to understand their audiences and introduce them to the broader ecosystem of products that drive their revenue. To address this, the enterprise partnered with Auxia to determine the most effective time, method, value proposition, and product surface to encourage account creation.

Solution

Auxia worked closely with the financial institution to identify the most impactful moments within the user journey where personalized interactions could drive new account sign ups. The team pinpointed three key locations within the platform to deploy personalized, dynamic treatments that change for each customer.

Using Auxia’s advanced machine learning infrastructure, they were able to leverage a dynamic set of user features—including referral sources, behavioral insights (such as the last five articles read), and demographic data (e.g. age brackets)—to tailor the right content, action, surface, and timing for each customer. This enabled the investment product to deliver highly relevant, context-aware experiences that incentivized users to complete the sign-up process, all in real-time.

Results

The collaboration between the financial services institution and Auxia yielded remarkable improvements:

• 50% boost in sign-up completion rate

• 22x increase in the number of experiments conducted per month

• 20x increase in click-through rates (CTR) for top-performing treatments

Additional details of the engagement included:

• 175+ content variations tested

• Achieved measurable impact in less than six weeks

• Millions of machine learning-driven decisions served

• Sub-75ms latency per decision, ensuring seamless user experience

• 40+ new treatments introduced per month to continuously optimize results

Expansion & Future Plans

Encouraged by these results, the financial institution has expanded its use of Auxia’s platform beyond initial touchpoints. The platform has since redesigned its entire homepage to leverage Auxia’s dynamic optimization capabilities, ensuring even greater personalization at scale.