Case Study: Fisdom (Indian fintech) scales growth and cuts customer acquisition costs by 50% with Salesforce Sales Cloud

Fisdom Blends Analytics and Innovation to Take Investing Mainstream

Fisdom, a Bangalore-based fintech, offers a jargon-free app to help everyday consumers invest. It faced barriers from low financial literacy, affordability and access issues, and fragmented, siloed data in spreadsheets that made it hard to measure performance or scale.

With ET Marlabs implementing Salesforce Sales Cloud, Fisdom unified its data into a BI dashboard for personalized outreach and clearer channel ROI. Agents became ~20% more productive (about 20 extra calls/day) and processed 64% more applications, lead conversion rose, acquisition cost fell nearly 50%, and the company can now target the right customers with the right products to accelerate growth.

Fisdom

Sai Charan Teja

Head of Analytics