Case Study: WillU Financial Group boosts client retention to 95% with Propello

How WillU Boosted Client Retention to 95% with the Propello Loyalty Platform

WillU Financial Group, a forward-thinking financial services company, sought to enhance client loyalty by providing more tangible value through rewards and discounts. They needed a platform that could seamlessly integrate with their brand to improve engagement and open new avenues for business growth. To address this challenge, they turned to the Propello Loyalty Platform from vendor Propello.

Propello implemented a white-label loyalty solution for WillU called WillU World, which offered a customized, branded experience with diverse rewards like cross-brand gift vouchers. This solution provided a seamless extension of the WillU brand and was supported by Propello's dedicated team. The results were impressive, with the platform significantly boosting client satisfaction and helping WillU achieve a 95% client retention rate. It also served as a catalyst for new product development and generated new commission revenue for the business.

WillU Financial Group

Craig Copeland

Chief Executive Officer