Case Study: Endowus achieves rapid scaling of personalized investor communications with Twilio

Endowus rapidly scales its digital investment solutions for investors from all walks of life

Endowus is a wealthtech platform founded to democratise financial advice and low‑fee investment solutions for retail and pension savers. Rapid client growth (≈15% monthly) created a communications bottleneck: the firm was exchanging tens of thousands of SMS and thousands of emails monthly, needed reliable user verification, and struggled to deliver personalised, timely messages without heavy involvement from engineers and QA—challenges amplified by a pandemic-driven surge in client inquiries.

Endowus integrated Twilio Verify for secure one‑time password authentication and Twilio SendGrid for easy, fast email creation and personalization. The tools let non‑technical staff design and deploy messages, scale instantly during spikes in demand, and send contextualised SMS and emails that deepened client relationships. The result was faster, more personal engagement, improved operational productivity, and smoother support for the company’s ongoing growth and product expansion.

Endowus

Joo Lee

Partner