Neo Financial launches full-scale insurance offering with Walnut

Neo Financial is Canada’s largest neo-bank with over 1M customers across their credit card, savings account, investment, and mortgage products.

Neo Financial
Company size


Neo was seeking to increase user count andcustomer LTV without breaking the brandpromise that the Neo app can be your onestop-shop for financial services

Neo didn’t want... 
  • Standard card insurance
  • Customer experience that exits their user journeys to complete
  • Siloed offering that provides little data or insights for cross-sell, upsell, product improvement etc.
Walnut delivered....
  • Truly embedded insurance offering under Neo’s banner
  • Tailored add-on bundles featuring embedded account coverages
  • Full personal line (home, auto) funnels all within Neo’s app customer journeys
  • API connection that facilitates data feedback loop to leverage future opportunities


Neo Insurance - a full-scale, comprehensiveinsurance offering in-platform under Neo’sbrand.

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  • Insurance vertical stood up in < 90 day
  • Delighting customers with modern, intuitive insurance experiences
  • Substantial short- and long-term revenue opportunity
  • Move into other insurance products on the horizon via Walnut integration

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