Getting more clicks on a financial services mobile page

• WHO: Digital, growth & CRO teams
• INDUSTRY: Business & Financial Services
• IMPACTED PAGES: Mobile page, account page

Experiment 1: Testing copy variants on the account upgrade navigation tab

Hypothesis: If we test different copy variants on the "Add to Policy" tab within the navigation, we will reduce user navigation confusion and increase traffic to the Add to Policy page, because clearer and more intuitive labelling can improve user understanding and encourage clicks to the intended destination.

Results:

• +62% Increase in CTA clicks
• +3% Increase in quote funnel visits

Takeaways:

1. Variation #2 ("Upgrade Here") drove the highest risk conversion rate at 62%, outperforming both the control and other variants by nearly 10%.
2. The increase in conversions for Variation #2 was primarily driven by users adding Home Insurance to their existing policies, indicating that the term "Upgrade" resonated with users looking to expand coverage.
3. Variations like "Multi Offers" and "Multi Discounts" did not perform as well, suggesting that users respond better to action-oriented and benefit-driven language rather than vague or promotional terms.

One label change could mean more clicks

Mobile pages have less room for everything, which means every word either earns its place or costs you. The Experimentation Ideation Agent surfaces copy, label, and CTA test ideas so the next high-impact change does not need a full redesign to find.

And here are more use cases from the Financial Services industry:

• Navigation, banners, and CTAs on financial services homepages
• Tier positioning and pricing transparency on financial services offer pages