Created & presented by Sagar Bhatt, CRM Manager, ET Money, at EngageMint, Asia's largest Retention Marketing Conference. In this session, Sagar shares how ETMoney cracked the code on keeping users engaged for the long haul in an era where ‘swiping right’ on financial services providers is so incredibly easy. In this session, you'll learn: - The past, present and future of fintech apps - Personalization in the fintech world of security-conscious customers - Recipe for an upsurge of repeat customers Find the speaker here: https://www.linkedin.com/in/sagarbhatt1/ About EngageMint: Hosted with love by WebEngage, EngageMint is a platform that brings together marketers and product managers from across Asia, passionate about one thing - giving their customers the ‘aha’ experiences they deserve. At EngageMint, we strongly believe that by equipping professionals with the right strategies, we can initiate a massive shift in the way businesses think about growth, product experiences, customer retention, and everything else in between. All our sessions are hand-curated and deep-dive into each aspect of user engagement and retention. So all you have to do is take notes and implement these learnings as soon as you get back to work! More details: https://webengage.com/engagemint/ WebEngage is a new-age Retention Operating System, a single suite for marketers to store user data, provide actionable insights, and orchestrate omnichannel campaigns by leveraging user insights to provide a hyper-personalized end-user experience. The platform helps brands drive more revenue from existing customers and anonymous users across 10+ communication channels. WebEngage goes above and beyond a marketing automation platform and powers the user engagement for thousands of enterprise brands worldwide, working across several industries like E-Commerce, Edtech, Fintech, Foodtech, Media & Publications, Gaming, BFSI, Healthcare, and Online Retail. The key clientele includes marquee brands like HUL, Bajaj Finserv, Unacademy, ALT Balaji, MakeMyTrip, Zivame, Firstcry, and many more. ---------------------------------------------- To know more about WebEngage, visit - https://webengage.com/ Book a demo with us: https://webengage.com/campaign-lp/request-a-demo/?utm_source=youtube&utm_medium=social&utm_campaign=engagemint2022&utm_term=sagarbhatt To know the latest insights on customer retention and marketing automation worldwide, follow us here: Twitter: https://twitter.com/WebEngage LinkedIn: https://www.linkedin.com/company/webengage Facebook: https://www.facebook.com/WebEngage/ Instagram: https://www.instagram.com/webengage/

1. The Fintech Imperative in
the Wake of Pandemic
2022
Sagar Bhatt
CRM Manager, ET Money

2. The rise of
WealthTech
Digital transformation of the Wealth
Management industry
Components:
● Offline Agents/ Distributors
● Advisors
● Brokerage firms
● Asset Management Companies
● Digital Aggregators
Once a customer purchases for
the second time, their likelihood
of purchasing again jumps to
45%
-Shopify

3. Understanding the WealthTech space
What is WealthTech?
Digital transformation of Wealth management space
Components:
Offline Agents/ Distributors
Advisors
Brokerage firms
Asset Management Companies
Digital Platforms – like ET Money

4. ET Money in the Wealthtech space
Customer Centric approach with
innovation
○ Smart Deposit – we were the first ones,
○ Complete video KYC – first ones, work
with the regulators to implement this
○ Innovations such as External PDF health
check instantly with just a pdf upload,
Investor Personality, Fund Report Card,
Genius
○ Content marketing, huge blog bank
and videos
11M+ users
23000+ Cr AUM

5. User Activation & Retention Challenges
Longer sales cycle Fear of losses
Disciplined investing Untimely withdrawals
Unable to plan for
goal/horizon
Confusion in
choosing the right
fund
No instant
gratification
Poor allocation
across assets

6. Solving for these problems
• Take a customer-centric approach
• No missell
• Educate with content
• Educate about risk management, reinforce to stay invested
• Launch of FD during the pandemic
• Enabling the user to make informed decisions
• Introduced ET Money Genius

7. Customer Lifecycle Management
Onboard
Attract new users
through external
platforms.
Retain
Drive business
from customers.
Engage
Retain and build
lasting user
relationships.
03
01 02

8. Solving for retention across customer lifecycle
Understand
your customer
Leverage
channels where
your customers
are
Contextualize
by sending right
message at
right time
Send
personalized
and relevant
messages
Analyze the
campaign
performance

9. Thank you!