Case Study: Kotak Securities boosts customer activation and trading engagement with Netcore Smartech

How Kotak Securities activated 50% of their user base and 71% of them traded

Kotak Securities, a financial services and stock brokerage company, wanted to improve customer lifetime value, automate communication, maximize activations, and boost engagement. The company was struggling with low customer engagement, limited real-time tracking, heavy manual database management, and weak CLV due to the absence of a structured drip marketing program. Netcore Smartech helped address these challenges with its marketing automation and customer engagement platform.

Netcore Smartech implemented automated, multi-step customer journeys across email and SMS, starting from account opening and activation through to first trade nudges and post-activation stock recommendations. This reduced manual intervention and delivered strong measurable gains, including a 55.6% increase in customer engagement, a 28% improvement in CTOR, higher inbox placement, and 50% of the customer base activated, with 71% of those activated users making their first trade.

Kotak