Case Study: SBI Mutual Fund achieves 54% sales growth with Netcore Smartech

SBI MF Improved Online Sales by 54% using Cross-channel Marketing Automation

SBI Mutual Fund partnered with Netcore Smartech to improve promotions for its Dual Advantage Fund (DAF). The customer wanted a unified view across email, SMS, and voice channels so it could identify the best-performing channel, prioritize relevant investors, and overcome challenges like siloed campaigns, limited lead scoring visibility for the call center, and incomplete mobile numbers.

Netcore Smartech implemented cross-channel marketing automation across email, SMS, voice, and Facebook Custom Audience, using personalization, A/B testing, countdown timers, click-to-call CTAs, and lead scoring to target users based on engagement. The campaign increased SBI Mutual Fund’s sales by 54%, with measurable performance including 13.76% email open rate, 1.15% email click rate, 2.43% SMS clicks, 7% callback intent from OBD listeners, and more than 50,000 Facebook impressions with a 1.38% CTR.

SBI Mutual Fund