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SOLUTIONS · FINANCIAL SERVICES

Applicants stall between the calculator and the form. Meet them mid-decision.

Behavioral cohorts for regulated funnels – Calculator User, Disclosure Reader, Abandoned Applicant, Rate Comparer and two more seeded segments – with a tiered consent posture and granular purposes on by default, and a 10% holdout that proves the completed applications are incremental.

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14-day free trial · no credit card required

DEPLOYMENT

one layer

1 line

One script tag, deferred

<200ms

To first decision, client-side

10%

Always-on holdout control

0 PII

Run anonymous by default

WHAT YOU GET

Everything AXO does for a financial-services site.

F-01

Six seeded applicant segments

Quote Starter, Calculator User, Disclosure Reader, Abandoned Applicant, Rate Comparer, Rate Bouncer – matched by live behavior, no audience builder.

F-02

Calculator-aware journeys

A dedicated rate-calculator zone with a cohort overlay, so the visitor who ran the numbers gets a next step that acknowledges it.

F-03

Disclosure-aware copy

Disclosure Readers – the visitors who dwell on the fine print – get variants that surface terms up front instead of burying them.

F-04

Application recovery

The Abandoned Applicant segment catches the visitor who started and stalled, swaps the form copy on return, and can fire re-engagement triggers.

F-05

Compliance-aware consent defaults

Financial workspaces default to tiered consent with granular per-purpose controls on – explicit opt-in where required, behavioral scoring under tiered consent elsewhere.

F-06

Rate-table personalization

A seeded rate-table zone with a comparison overlay for the Rate Comparer cohort – the visitor cross-shopping you against two other lenders.

F-07

Deterministic live path

Rules and classical ML decide what a visitor sees – no generative model in the decision chain. AI-drafted copy ships only after a human approves it, with prompt-level provenance logged.

F-08

Holdout-proven lift

An always-on 10% control group measures the incremental applications each change caused – a number you can defend to a risk committee.

THE HONEST PART

What AXO doesn’t do for financial services.

AXO isn’t a compliance program. The tiered consent default and disclosure-aware variants are built for regulated funnels, but your compliance team still owns what a disclosure says and where it must appear – AXO doesn’t approve copy, a person on your team does.

It personalizes the public funnel – calculators, rate pages, application forms – not your onboarding, underwriting, or account portal.

It fits the stack you run: one deferred script tag alongside your analytics, triggers into Klaviyo, Braze, Resend, Twilio, or Salesforce, and every AI generation logged with its prompt and guardrails for review. Live in about 15 minutes.