WeDoCRM × US Fintech Platform
How WeDoCRM helped a real estate fintech app scale its CRM operations, hit a $5M assets milestone, and nearly double campaign participation in just 8 weeks.
The Challenge & Our Approach
The Challenge
As the business grew quickly, the team found it increasingly difficult to keep up with CRM demands alongside everything else on their plate. Running multiple campaigns at once — while keeping communications personalised and consistent – needed dedicated resource they didn’t yet have in-house.
Our Approach
WeDoCRM stepped in as an extension of their team, taking on end-to-end CRM management in Iterable – from campaign builds and customer journeys to data health and MarTech support across Email, SMS, In-App, and Push notifications.
| Area | What We Did | Channel / Tool |
| Iterable management | Daily operations, system maintenance, data governance | Iterable |
| Campaign creation | End-to-end build, content, data queries, Litmus testing | Email / SMS |
| Customer journeys | Continuous testing and best practice optimisation | In-App / Push |
| Data health | Re-segmentation, live segment pools, dynamic content | Iterable |
| MarTech support | External resource management, system implementation, API collaboration | MarTech stack |
| Strategy | Strategic direction aligned to commercial KPIs | CRM Strategy |
End-of-Year Promotions – November to December 2023 (8 Weeks)
| Promotion | Who it targeted | New AUM increase | Standout result |
| 3-Month Vault rate | Users wanting a fixed rate | +50.85% | Strong uptake despite holiday season spending competition |
| Hit Your Target | Active, engaged users | +48.95% | Personalised rates per user — most successful promotion to date |
| Weekly Rewards | All users | +50.4% | Record AUM with controlled cost via behaviour-based cohorts |
Before vs After – Participation Rate
| Metric | Previous campaigns | End-of-year promos | Change |
| Participation rate | 9% | 18.53% | +99% increase |
| New AUM vs 6-month avg | Baseline | +50.4% | Record-breaking |
| Open / click rates | Normal | Maintained steady | No fatigue |
WeDoCRM Is Your Trusted Iterable Partner
As a certified Iterable partner, we help close the data activation gap by bringing together customer data and supporting clients to design, deliver, and optimise experiences. We deliver harmonised, individualised, and dynamic communications at scale — so your customers get the right message at the right moment.
Looking for CRM support?
Drop us an email, give us a call, or use our contact form — let’s talk about how WeDoCRM can help you get the most out of your CRM.
sales@wedocrm.co | www.wedocrm.co
