Help your customers achieve financial stability through relevant content and investment product recommendations, perfectly customized to suit their needs.
AddSearch Recommend provides investment recommendations tailored to your customer’s financial goals and activities. This enables them to explore various banking and investment products, understand the associated risks and rewards, and ultimately make the informed decisions that fuel their financial journey.
Our recommendation solution empowers your customers with the right financial products at the right time. This helps you achieve targeted conversions and fosters customer loyalty.
Suggest additional financial products and services to existing customers to increase your average revenue per user (ARPU).
Offer financial resources to help customers make educated choices, helping them achieve their financial well-being goals.
AddSearch is SOC 2 compliant, protecting your institution and customers’s valuable data and privacy.
Book a demo with our team to learn more about how AddSearch Recommend could help your business.
Enhance AddSearch Recommend with Site Search solutions and access a wider range of features and benefits.
Tailor search results with dynamic re-ranking. Leverage granular control to adjust the weight of each content listing, catering to market or site trends as well as your business strategies.
Help customers find what they need quickly and independently, lowering the need to contact customer support for assistance.
Search smarter, not harder. Our Auto Synonyms features handle typos, synonyms, and stemming, so visitors find what they’re looking for, no matter the spelling or phrasing.
A better site search experience is right at your fingertips. Start understanding and managing your search performance today!
Learn more about site search and our cloud-based solution.
AddSearch Recommend helps financial institutions foster stronger customer relationships and unlock new revenue streams.
For example, after a new customer opens their bank account, AddSearch Recommend suggests an additional credit card or a low-risk investment option. This tailored guidance cultivates trust and opens doors for potential cross-selling and up-selling opportunities, ultimately benefiting your customers and your financial institution.
Learn more about AddSearch for banking and financial services here.
Some reasons why AddSearch is one of the best recommendation solutions for banking and financial services are:
Regulatory compliance: AddSearch’s SOC 2 certification ensures adherence to banking and financial sector data security and privacy regulations, guaranteeing that all your data is handled with the highest standards of protection and confidentiality.
As a SOC 2-certified platform, AddSearch guarantees the data security of your banking and financial services. This certification, issued by AICPA, signifies that AddSearch has implemented stringent controls to safeguard your institution and customer data. Our tool complies with the highest standards of security in alignment with banking and financial sector regulations.