Persado for financial services

Know which message wins, and catch compliance problems before launch.

Persado scores your emails, pages and app messages, shows what each is worth in conversions, checks them against your rules and rewrites the weakest.

14-day free trial · No card · Works in your AI assistant

Web · Personal loan banner · Silverton FinancialIllustrative · predicted
silvertonfinancial.com
[ PERSADO ]
Original38−18%predicted conversions vs banking benchmark
Rewrite86+11%predicted conversions vs original
[ MARKET SCAN ]ReadingRead
  • Opening“Consolidate your debt”
  • The offerLoans up to $30,000
  • Tone and emotionPlain facts on rates and fees
  • Call to action“See your rate”
Market Scan · Step one

Start scanning what you already have live

Market Scan reads the emails, pages and messages you already run, one element at a time.

Opening

How the message greets the reader.

The offer

What is offered, and how early it shows up.

Tone and emotion

The feeling the words create.

Call to action

How clear the next step is.

Also reads
  • Length
  • Urgency
  • Personalization
  • Channel fit
  • Your rules and brand voice

See Market Scan Email, web, social, push and SMS, in one pass.

How it works

From a pile of assets to the one that converts, inside your rules.

Follow one card-offer email through the four steps.

Scan what you already run

Persado reads the emails, pages and messages you already send.

In financial servicesFive assets across email, web and app, scanned in one pass.
Scan resultsIllustrative · predicted

Silverton Financial · 5 assets scanned · conversions vs banking benchmark

Email · Card offer Fix first 1 rule flagApply for our rewards card today36−17%predicted conversions
Web · Card pageApply in minutes52−11%predicted conversions
App · OnboardingYour account is ready: fund it today61−6%predicted conversions
Email · Payment reminderYour payment is due Friday68−2%predicted conversions
Web · Mortgage pageFind a mortgage that fits79+6%predicted conversions

Score it and see why

Every asset gets a score and the predicted effect on conversions.

In financial servicesThe card-offer email scores 36 and trails the banking benchmark, with one rules flag.
ScoreIllustrative · predicted

Apply for our rewards card today

Card offer · Email · Silverton Financial
36−17%predicted conversions vs banking benchmark
Where it stands

Last of 5 in this scan

What holds it back
  • Vague benefit: “Rewards that add up”
  • Generic ask: “Apply today”
Rules check
1 flag: a rewards claim without its terms

The reviewer sees the rule behind the flag.

Opportunity
  • Say who the card is built for and carry the terms

Rank by what to fix first

Persado orders everything by what to fix first, and every rewrite by how well it should convert.

In financial servicesFive versions, ranked by predicted conversions. Every one carries the terms.
Ranked versionsIllustrative · predicted

Silverton Financial · best predicted conversions first

OriginalApply for our rewards card today36−17%predicted conversions vs industry
1Info enclosed: a rewards card built for you. Terms apply. Top pick89+12%predicted conversions vs original
2Your rewards card is ready to apply for. Terms apply.81+9%predicted conversions vs original
3Earn rewards on what you already buy. Terms apply.73+6%predicted conversions vs original
4Apply for our rewards card. Terms apply.61+3%predicted conversions vs original

Rewrite the weakest

The weakest gets a rewrite in your brand voice, scored before it ships.

In financial servicesThe rewrite scores 89, up from 36, with +12% predicted conversions and a clean rules check.
Your email36−17%predicted conversions vs industry
1 rules flag: rewards claim without terms
Silverton FinancialApply for our rewards card todayDon’t miss out on our offer.
Rewards that add up

Earn points on every purchase. Apply today.

Apply now
Persado’s rewrite89+12%predicted conversions vs original
Passes your rules check
Silverton FinancialInfo enclosed: a rewards card built for youTerms apply. Apply online when you’re ready.
A card built for you

See the rewards you’d earn, then apply online.

See my rewards
What changed
Compliance

Your rules are checked on every score and every rewrite.

  • Checked against your rules before review
  • Every flag shows the rule behind it
  • Rewrites stay inside approved language
  • Your compliance team still approves
Rules checkIllustrative · predicted

Web · Mortgage page · Silverton Financial

Before

Lowest mortgage rates guaranteed

33−20%predicted conversions vs banking benchmark1 flag: Absolute rate claim
After

Find a mortgage rate that fits. Terms apply.

84+10%predicted conversions vs originalPasses your rules check
0compliance incidents in 10+ years
20+regulatory frameworks, the rule behind every flag
8 of the 10largest US banks use Persado
Use cases

The same rewrite, from first offer to final payment.

Three Silverton Financial assets, before and after.

Rate email

Acquisition
Original
3 rules flags31−20%predicted conversions vs industry
Compliant
Passes your rules check52−6%predicted conversions vs industry
Compliant and performant
Passes your rules check86+12%predicted conversions vs industry

Debt consolidation banner

Acquisition
Before
1 rules flag: “No hidden costs, ever”38−18%predicted conversions vs industry
With Persado
PERSONAL LOANConsolidate your debt with a personal loan

See your rate for a Silverton Financial Personal Loan

  • Rates starting at 7.99% APR¹, plus a 0.5% discount when you enroll in autopay
  • No origination fees
  • Repayment terms available up to 60 months
See Your RateEnter Invitation Code
Checking your rate will not affect your credit score². Terms and conditions apply.
Passes your rules check86+11%predicted conversions vs original

Credit card email

Acquisition
Before
41−14%predicted conversions vs industry
With Persado
88+10%predicted conversions vs original

Illustrative predictions. Impacts are against the industry benchmark for originals and against the original for rewrites.

Results

Results from financial services teams.

Measured against a control group, in regulated channels.

~60%lift in savings app starts vs. control

A top-tier US retail bank, on a page where every word is reviewed.

  • 50%+conversion lift vs. control
  • 125Mimpressions
Co-brand card banner71%conversion lift
  • Urgency
  • Encouragement
  • Benefits

“Boost” your new account

Card invitation email20%conversion lift
  • Attention
  • Exclusivity

“Info enclosed:”

Pre-selected card email14%conversion lift
  • Achievement
  • Exclusivity

“Congrats!”

More results

  • 91%on-time payments lift, Fortune 50 bank
  • 127%upsell lift, top brokerage 401(k) offer
  • 75%application lift, HELOC page
  • 40%enrollment lift, paperless statements
  • 66%more existing-policy upsells, P&C insurer

Results are measured against a control group. Customer names withheld.

Why Persado

A general AI model has read the internet.
Persado has read the results.

Ask both the same question about the same three versions.

A general AI model
Which card-offer subject line will convert best?
  1. Line 1Earn rewards on what you already buy. Terms apply.
  2. Line 2Info enclosed: a rewards card built for you. Terms apply.
  3. Line 3Your rewards card is ready to apply for. Terms apply.

Line 2 sounds the warmest and clearest. I’d go with that one.

  • An opinion, written fluently
  • Trained on general text from the open web
  • No view of how your customers responded
Persado
  1. Line 2Info enclosed: a rewards card built for you. Terms apply.89+12%predicted conversions vs original
  2. Line 3Your rewards card is ready to apply for. Terms apply.81+9%predicted conversions vs original
  3. Line 1Earn rewards on what you already buy. Terms apply.73+6%predicted conversions vs original
  • A prediction: a score and what it is worth in conversions
  • Trained on labeled results from more than 120,000 campaigns
  • A learning loop that keeps the model current
8 of the 10largest US banks use Persado
More than120,000campaigns behind every Persado score

Every Persado score comes with its predicted conversions, so a number always means something.

Where to start

Start with your own card, savings or loan messages.

1

Try it yourself

Score your own drafts in your AI assistant before they go to review.

Start free trial
2

Talk to us

Bring a live email or page. We scan, score and rank it with you.

Talk to us
Questions

Questions, answered.