Best Egg - Financial Health Platform
Path to Yes
For those declined by our personal loan product, funneling users into a welcoming path that might help them get into a position to borrow capital by providing personalized actions and recommended next steps.
Credit score & Debt-to-income
Deep diving into topics like what a user’s credit score and DTI are and how they can be impacted.
Innovative features
Ability to cater and curate recommendations for a user’s specific needs and associated action steps. The action center included an ‘email me’ CTA that allowed for further engagement.
Trend Tracking
Analyzing a user’s credit report and surfacing month-over-month changes that affected their credit score.
Score factor analysis
We implemented a way with the Data Science team to create monthly comparisons of accounts and understand key changes.
High engagement
The MVP took 6 months to get to, however upon launch it immediately showed big engagement boosts and retention gains.
Marketing Landing Page
Driving traffic from social media influencers to convert better and sign-up for the financial health platform. Teasing features that are ‘coming soon’, using social validation with member count, and highlighting key features in an on-brand and engaging way.