Category
Fintech
SCHMACK Services
CRM & Loyalty Strategy, MarTech, Operations & Execution, AI Tooling & Strategy, Creative & Design
This case study illustrates how SCHMACK helped a fintech company get more clients to complete their account setup by unblocking a key step in their verification flow.
Monthly Hours Saved
in approved applications
A fintech company was facing a hurdle with new clients not uploading their verification documents, which is the final step to activate their accounts. The emails reminding them to do this were being sent manually, quite a few hours after they initially signed up and caused a drop-off and slowed down the activation of new users.
That’s where SCHMACK came in - streamlining the entire verification flow with smart automation. The team set up real-time triggers so that reminder emails landed the moment a user submitted their info. Each message struck the right balance: clear, compliant, and packed with content designed to nudge users across the finish line.
This simple automation by SCHMACK delivered some impressive results. The fintech company saved 156 operational hours per month by not having to send these emails manually. They also saw a significant improvement in user behaviour, with 30% of clients now uploading their documents within the first few hours of signing up. Ultimately, this led to a 24% increase in the number of applications being fully approved.
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