Case Study: Glide Invest achieves 30% MoM engagement uplift with WebEngage

Fintech Platform Glide Invest sees a 30% Uptick in MoM Engagement Rate

Glide Invest is a Mumbai-based guided investment fintech that helps retail customers set goal-based, low-cost mutual fund portfolios and adopt long-term SIP habits. Facing poor real-time visibility and high manual effort, the product and marketing teams struggled to engage different user cohorts (hot, warm, cold), complete KYC and onboarding flows, and retain users who often uninstalled within three days due to lack of meaningful communication.

By adopting WebEngage’s Journeys, Funnels and Segments, Glide Invest launched omnichannel, cohort-driven campaigns (push, SMS, WhatsApp) with A/B variants and real-time reporting, cutting manual intervention and enabling rapid experiment cycles. The partnership drove a 30% month-on-month increase in engagement, a 42% rise in MAUs from Q3 FY22 to Q1 FY23, at least a 20% reduction in conversion times and a 2.6% drop in uninstall-to-MAU ratio.

Glide Invest

Jaideep Tibrewala

Senior Vice President and Head of Product