+184% Growth
Learn how better emails can fuel your business growth.
Growth Through Targeted Emails
The Challenge
IG Group, a trading and investment platform, was looking to increase the number of first traders.
The Solution
Used historical data on first trades and non-traders.
Created a personalised, data-driven onboarding journey.
Included 5 tailored paths based on product and asset class, delivering relevant, timely information.
Revamped email templates to boost click-through rates and conversions.
The Results
Comparing new onboarding journey vs. the previous onboarding journey:
Click-Through-Rate +37%
First trader conversion rate +49%
Decrease in unsubscribe rate -20%
Increase in First Trader revenue +184%
Trusted by Fintech Leaders
We bring over +25 years of experience in transforming customer journeys through new lead nurture, onboarding, customer activation, and retention workflows for fintech leaders.
How We Achieve Results
Our CRM and email marketing strategy approach is rooted in a proven 3-pillar framework:
Building A Campaign Ecosystem
Designing email* workflows with an effective mix of scheduled and triggered campaigns to cover all needs and lifecycle touchpoints, maximising engagement and retention.
*Mulitchannel if possible.
Creating Personalisation & Segmentation
Identifying core segments based on needs, interests and pain points. Establishing an individual content framework for each segment, and delivering highly targeted campaigns to maximise engagement.
Building Data-Driven Strategies
Analyse past user behaviour to identify patterns to inform strategy. And, continuously analyse, report, and test to inform data-driven decisions to improve email performance and maximise user engagement.
Our Services
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Uncover Growth Opportunities:
We will provide you with clear, actionable and data-driven recommendations, allowing you to fine-tune your CRM & email marketing efforts.
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Increase Retention And Revenue:
We will develop and implement a cohesive CRM & email marketing strategy, including segmentation, personalisation, lifecycle journeys, automation, and more.
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Develop Your Team’s Expertise:
We will give your team an understanding, insights and guidance for the opportunities CRM & email marketing can offer for your business.
Your Growth Path
We will transform your email customer journeys to maximise customer activation and retention.
Data Integration and Analysis:
Analyse your customer behaviour data, customer journeys and campaign performance to optimise customer experience and identify key areas for improvement.
Onboarding Workflow Optimisation:
Streamline the account opening for new customers. Ensure a smooth experience with clear guidance and support, encouraging immediate engagement with key features.
Customer Activation Workflows:
Drive adoption of your product. Develop educational resources and targeted messaging to highlight the individual benefits and features.
Customer Retention Workflows:
Increase customer lifetime value by promoting relevant products or features based on individual needs. Encourage deeper engagement with your platform.