When combining data sources, which two strategic use cases should the financial services company explore to engage recent account openers?

Personalizing the website with upsell options is a strategic use case that can significantly enhance the engagement of recent account openers. This approach leverages insights gathered from the customer's recently opened account to tailor recommendations and offers that cater to their specific needs or interests. By analyzing the account type, transaction history, and demographic information, the organization can present upsell options that are relevant to the individual, such as premium account features or additional financial products that align with their profile.

This level of personalization not only enhances the user experience but also increases the likelihood of cross-selling and upselling, ultimately driving revenue growth for the financial services company. Engaging customers right after they have opened an account is crucial, as it capitalizes on the momentum of their recent decision to join and fosters a stronger relationship with the new customers by showing that their needs are understood and prioritized.

Exploring options like loyalty reward programs, referral programs, and social media campaigns could be beneficial in broader contexts but may not directly target the immediate engagement needs of recent account openers in the same personalized manner that website upsell options offer.