Hey {{user["system"]["first_name"] | default ("there",true)}}, When was the last time you visited a bank or contacted your relationship manager? 
The growth of Fintech platforms has increased reliance on a DIY approach, but it’s not without its challenges. Why? 🤔
Because in money matters, trust is key. Therefore, moving the customer adoption needle can be challenging for any fintech business. But we love a good challenge; here’s how to tackle the user engagement and retention puzzle for your BFSI and Fintech business (or lessons to learn if you don’t fall in the category): Carving a niche and reforming investment culture
Glide Invest is a financial doctor on the rise powered by a guided investment service. The secret ingredient(s)?👨🍳
What sets them apart is their reformative approach and their expertise in assisting users with investment decisions low-cost and stress-free investment decisions. Ingredient #1 - First impressions matter
A good onboarding strategy can impact user adoption significantly. Glide Invest analyzed a 3-day window to engage with new users. Use this ingredient to: - Provide platform walkthroughs with the help of in-app notifications
- Identify at which step users are in the onboarding process and customize communications
Ingredient #2 - Personalize investment experience
Glide Invest personalizes customer journeys based on their risk-taking abilities, goals, and financial capabilities. It guides customers on their wealth-creation journey through online and offline advisory services, creating unique valuable experiences for them. Use this ingredient to: - Leverage data points to tailor each user experience
- Provide recommendations based on past purchases and other user actions
Ingredient #3 - Set up engagement loops
As a result of knowing its customers' risk appetites, Glide Invest managed to profile its users based on their portfolios. Thus, enabling it to drive targeted campaigns and maximize cross-sell and up-sell opportunities. Use this ingredient to: - Identify key user actions and use automated triggers to send relevant communications
- Understand spending patterns of users and create buckets to cross-sell and up-sell
For the more curious ones, here is a detailed read on Glide Invest’s strategy. Which strategy would you incorporate into your marketing mix? I’d love to hear about it.
• • • Happy Engaging!  Tanya Chhateja
Product Marketing Manager | 
