Case Study: Investment Quorum boosts segmented email marketing and newsletter campaigns with EcoSend

How a B-Corp made the switch from Customer.io

Investment Quorum, a London-based independent wealth management firm and B-Corp, needed to migrate from their existing provider, Customer.io. Their challenge was to find a platform that integrated with their modern tech stack, including Notion, to capture leads, monitor their sales funnel, segment users, and launch various email campaigns while aligning with their values of transparency and sustainability.

EcoSend provided the solution by integrating with Investment Quorum's systems via its API, enabling detailed user segmentation and automated status updates. The results included a successfully nurtured prospect list via web forms and the deployment of a weekly newsletter. EcoSend allowed the firm to meet its business objectives while also fulfilling its B-Corp commitment by switching to a climate-conscious email platform.

Investment Quorum

Elliot Finch

Head of Technology