Client Chronicles

Fintech Case Studies

How Fintech brands turned strategy into measurable growth.

Redefining Revenue Through Behavior-Driven Automation
Tag Markets
Redefining Revenue Through Behavior-Driven Automation

Transforming a multi-asset broker from generic messaging to a high-performance profit center via real-time data and full-lifecycle optimization.

257%
Increase in Monthly Attributed Revenue
$232M
+
Attributed Re-deposit Value
50%
Registration to KYC Conversion Lift
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Redefining Trader Experience Through Data-Driven Automation
HF Markets
Redefining Trader Experience Through Data-Driven Automation

Building a structured lifecycle automation program to drive conversion, activation, and long-term retention in a complex broker environment.

200%
+
Lift in Deposit Rate
4x
Conversion vs Control
3x
Recovery Improvement
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How XM Built Nearly 80 Localised CRM Journeys for Japan
XM
How XM Built Nearly 80 Localised CRM Journeys for Japan

Fixing no-deposit bonus eligibility data in Solitics enabled dynamic segmentation and a trust-driven content model for the Japanese market.

80
Localised Journeys
100%
Data Fidelity
Japan
Market Focus
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Scaling QT Funded: A Roadmap to 4x Growth Through Precision CRM
QT Funded
Scaling QT Funded: A Roadmap to 4x Growth Through Precision CRM

Transforming transactional email into a multi-channel behavioral lifecycle ecosystem.

4.2x
Growth
12
Active Journeys
$105k
Extra Monthly Revenue
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Scaling a Multi-Million Dollar Trading Ecosystem
JP Markets
Scaling a Multi-Million Dollar Trading Ecosystem

How JP Markets transformed fragmented infrastructure into an AI-powered, omnichannel growth engine.

55%
Increase in Trading Activity
$3.51M
Attributed CRM Revenue
83%
Monthly Revenue Growth
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Building a High-Performance Growth Engine for Vault Markets
Vault Markets
Building a High-Performance Growth Engine for Vault Markets

How Alchemy Avenue optimized the end-to-end customer journey for a leading South African CFD and Forex broker.

330%
Increase in Monthly Verified Customers
80%
Reduction in Cost Per Lead (CPL)
25%
Growth in Average Trading Volume
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Scaling Social Trading Through Creator-Led Acquisition
NAGA
Scaling Social Trading Through Creator-Led Acquisition

How NAGA achieved hyper-growth across Europe and Latin America by bridging the gap between social content and financial products.

5,000
First-Time Depositors
25%
Lower Cost per FTD
38%
CPL Reduction in LATAM
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How Evest Turned a Dormant Solitics Setup Into 5x Higher LTV
Evest
How Evest Turned a Dormant Solitics Setup Into 5x Higher LTV

Stage-based segmentation, full-funnel journeys, and lifecycle KPIs almost doubled Registration-to-FTD conversion and created a measurable CRM growth system across MENA and GCC.

2x
Reg-to-FTD Growth
5x
Increase in LTV
100%
Lifecycle Coverage
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How Removing Three Form Fields Increased Landing Page Conversion by 25%
IronFX
How Removing Three Form Fields Increased Landing Page Conversion by 25%

Optimizing the consumer journey by removing onboarding friction and implementing intent-based CRM automation.

+25%
Landing Page Conversion
+10%
Registration-to-Deposit
+20%
Deposit-to-First-Trade
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