Case Study: US Fintech Platform achieves 186% milestone with WeDoCRM

US Fintech Platform nearly doubles campaign participation with WeDoCRM in 8 weeks

The customer, a US fintech platform, faced challenges in scaling its CRM operations to keep up with rapid growth. The internal team struggled to manage multiple personalized campaigns across various channels, lacking the dedicated in-house resources needed. The vendor, WeDoCRM, stepped in to provide end-to-end CRM management using the Iterable platform.

WeDoCRM implemented a comprehensive solution, taking over daily Iterable operations, campaign creation, and customer journey optimization. This approach resulted in a record-breaking $5M in assets and a +186% increase in new assets under management during an 8-week promotion. Most notably, campaign participation rates nearly doubled, increasing by 99%.