Period: January 2021 – Present
Services: CRM, Email Campaign Management, Analysis and Reporting
CRM system: Salesforce
WorldFirst was born in 2004, out of the desire to create financial inclusivity. Since then, WorldFirst has grown exponentially and now has seven offices around the world.
In 2019, WorldFirst joined Ant Financial (now Ant Group), owner of leading payment and lifestyle platform Alipay. Today, WorldFirst provides a range of tools and services that go far beyond global money transfer, with hedging through forward contracts; local overseas currency accounts; easy integration with Xero and online marketplaces.
Like many businesses and corporations around the world, WorldFirst had to change quickly to a world shaped by the pandemic. One of their areas of focus was bolstering their existing CRM team.
WeDoCRM joined forces with WorldFirst in January 2021 to help increase their CRM operations. As part of our scope of work and responsibility, we deliver their ongoing BAU campaign schedule and manage a project board to increase CRM effectiveness.
- Brief, design, implement, deliver and analyse their BAU campaign schedule across the UK, Asia and European markets.
- Manage CRM project work to support operations.
- Analysis reporting for Head of CRM and wider business to support the overall marketing and business strategy.
- Management of the email campaign calendar.
- Strategy support when needed.
Much of the work we’ve done to-date has been focused on optimising existing operations, including increase campaign performance, streamline automated customer journey comms and support in the overhaul of Salesforce reporting.
Working closely with the Head of CRM, WeDoCRM now operates as a full-service team, saving WorldFirst costs associated with building out an internal team. Instead freeing up budget for more senior positions.
WorldFirst are a leading international payments business helping customers move money securely around the world.
Their customers can open one or multiple local currency accounts online, for free, and make foreign exchange transactions in 68 currencies easily and at speed.