Case Study: GBM achieves higher user engagement and retention with Mixpanel

GBM optimizes its investment products to increase user engagement and retention

GBM, a leading investment banking and wealth management firm in Mexico, wanted deeper visibility into user behavior across multiple teams and products. Using Mixpanel, GBM needed to move beyond basic analytics to identify customer friction, understand engagement patterns, and create shared metrics that everyone could rely on.

With Mixpanel, GBM tracked key user actions, feature adoption, errors, and engagement to build targeted notifications and data-driven campaigns. Mixpanel became a single source of truth that aligned teams and improved decision-making, leading to better user engagement, personalized communication, stronger retention, and higher customer loyalty.

GBM

Ivan Carreon Vazquez

Engineering Manager