Case Study: a US-based fintech brand boosts conversion with WeDoCRM's multi-channel CRM optimisation

Fintech boosts conversions by 332.90% with WeDoCRM

A fintech client faced a fragmented and overly complex onboarding journey within their Iterable marketing platform, making it impossible to generate meaningful reports or assess the effectiveness of their communications. They enlisted WeDoCRM for its expertise in CRM strategy and multi-channel marketing to streamline the process and optimize customer engagement.

WeDoCRM reorganized the client's journeys, separating them into distinct experimental and controlled paths to improve reporting. By rewriting copy and implementing a new content strategy focused on engaged versus unengaged users across channels like in-app and email, WeDoCRM significantly boosted performance. The vendor achieved a 332.90% increase in conversion rates and a massive 1420.59% surge in click-through rates, demonstrating substantial and sustained growth.

Fintech