The Retention Play That Hooked $100K+ Investors
Client: A major B2C fintech platform focused on investing & financial planning
Services: Retention strategy, lifecycle email design, HTML build, Braze setup, performance tracking, feedback loops
Modern Money Platform
87%
engagement rate
positive feedback comments
30+
To improve retention among high-investment customers, the client needed more than just an email - they needed a strategy that reinforced value in a clear, ongoing way.
I developed a monthly lifecycle touchpoint that delivered personalized account insights, highlighted Premium benefits, and encouraged deeper product engagement.
The result was a high-performing campaign that earned strong engagement and direct praise from customers, with positive feedback and comments.
Challenges
This audience already showed strong loyalty but had untapped retention potential. They were financially savvy and expected content that respected their time and intelligence. The goal was to build trust, show value, and make staying feel like the obvious choice, without relying on heavy-handed messaging.
We needed to make staying feel smarter than leaving.
Approach
I led the strategy and design for a recurring email series that served as a monthly check-in, not a sales pitch. It featured dynamic account data, relevant product nudges, and a built-in feedback loop.
The focus was on creating a retention asset, not just sending another update.
The strategy prioritized three things:
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Retention through relevance
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Trust through transparency
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Growth through subtle cross-sell
Tools like Figma and Braze supported the build, but the value came from the clarity of the strategy.
Results
Engagement reached 87%, and customers responded with praise that validated the approach:
“It’s useful to see my monthly summary in one email.”
“Keep doing what you’re doing. I love seeing the money I save by being a Premium member.”
The campaign helped reinforce loyalty, surface value, and support long-term retention goals.
Why It Worked
The campaign felt personal, not promotional. It delivered meaningful data in a clean, trusted format, helping customers connect the dots on why staying Premium made sense.
By building in feedback and focusing on relevance, it became something users looked forward to, not something they ignored.
From Design to Inbox
Get a closer look at the emails, design, and feedback that powered this high-performing campaign.
