Case Study: Angel Broking achieves unified customer data and seamless customer journeys with CleverTap

How Angel Broking Unified Data Silos and Created Seamless Customer Journeys Customer Spotlight How Angel Broking Unified Data Silos and Created Seamless Customer Journeys

Angel Broking is one of India’s largest retail brokerage houses, operating a web and mobile trading platform plus Angel Bee for mutual-fund management, powered by its ARQ AI investment engine. The marketing team faced fragmented data from multiple point solutions, limited granular funnel and behavior analysis, and difficulty identifying and reactivating dormant or high-value users to improve activation and monetization.

They implemented CleverTap to unify data and combine analytics with engagement, using Funnels, Flows, Journeys and Trend Analysis to create automated, lifecycle-based segments, targeted win‑back and onboarding campaigns, and integrated insights with back-end and contact-center systems. The result was a single customer view, automated campaigns to over a million users daily, higher confidence in data, measurable engagement gains (up to 8% CTR on onboarding pushes) and improved reactivation and monetization capabilities, with plans to expand CleverTap use and test advanced AI/ML features.

Angel Broking

Ashwini Deshpande

Marketing Product Managers