Case Study: Carry boosts revenue and retention with Uprise

How Uprise helped Carry add a premium financial planning tier to drive revenue and retention

Carry, a financial platform for small business owners, faced the challenge of increasing revenue per user while strengthening customer relationships. Their users lacked the expertise to confidently manage their complex business and personal finances and desired a simple, trustworthy solution rather than becoming experts themselves. They identified an opportunity to provide integrated financial planning and partnered with Uprise to implement it.

By leveraging Uprise's white-labeled embedded financial planning service, Carry quickly launched two premium subscription tiers that provided customers with access to dedicated Certified Financial Planners. This solution delivered personalized advice and built significant trust. The results for Carry included a rapid launch of a new VIP tier, high customer adoption of the premium offerings, and an initial recommendation of an additional $4.9 million in assets to their platform, which increased user retention and lifetime value.

Carry

Ankur Nagpal

Chief Executive Officer