Case Study: international fintech client boosts AUM with WeDoCRM

International Fintech Client boosts AUM by 50.5% with WeDoCRM

The international fintech client required support in executing simultaneous multi-channel campaigns to increase user engagement and assets under management (AUM). They partnered with WeDoCRM, a certified Iterable partner, to design and deliver personalized communication strategies that catered to diverse user preferences and behaviors.

WeDoCRM implemented a comprehensive strategy using the Iterable platform to launch several targeted campaigns and automated customer journeys. This involved coordinating multi-channel communications, segmenting users, and utilizing CRM data for personalization. The results were significant, with AUM increasing by 49.9% in January and 50.5% in February, showcasing substantial financial growth and successful engagement for the client.