Smarter Segmentation
for Financial Services

Data-driven audience segmentation for better results
Personalised messaging that boost retention
Stronger relationships with active, loyal customers

Top 3 Segmentation Challenges we hear from marketing teams

Your messaging is too broad and not relevant for most investors
Emails start to be less effective and you get flagged as spam often
Communication is ad-hoc, you are reactive and don’t have a clear vision what’s ahead

Our Customer Segmentation Services

We implement a clear segmentation model based on user behavior, intent, and lifecycle stage.

Tag investors by behavior, value, and lifecycle stage
Build ready-to-use audience lists for campaigns
Connect segments to automation and reporting tools

The right tech stack means fewer manual tasks and faster growth. We audit, optimize, and connect your tools for scale.

Evaluate current marketing automation tools
Recommend stack setup based on business needs
Integrate CRMs, email platforms, and analytics

Right message, right time. We help plan and trigger content based on user actions and segment insights.

Map content to stages of the customer journey
Build out multichannel campaign calendars
Align campaigns with product and lifecycle goals

Make segmentation stick with the right team workflows and enablement playbooks tailored to your tools and goals.

Define clear roles in segmentation and execution
Train your team to own and evolve the system
Build workflows that reduce dependencies

Turn feedback into fuel. We design NPS systems that connect insights back to segments and actions.

Embed NPS surveys at key touchpoints
Link feedback to specific user segments
Monitor sentiment trends by cohort or channel

Improve Your Customer Segmentation Strategy

Let’s uncover what’s holding your Customer Segmentation efforts back.

Schedule Discovery Call

How to get started with Customer Segmentation efficiently

Begin by setting up basic customer groups. Categories like New Registrations, Active Traders, Stock Traders and others can already provide key insights into who is engaging with your platform and how. This segmentation gives your team a clear baseline and helps identify gaps in product engagement and marketing performance.

Once the fundamentals are in place, we go deeper. What do your most valuable clients have in common? Are they coming from specific regions or age groups? We analyze behavioral and demographic data to identify shared traits among your highest-LTV users and lay the groundwork for hyper-targeted campaigns.

Using the profile of your best-performing clients, we help you build lookalike audiences to reach similar traders at scale. Whether it’s through paid media or organic outreach, this method ensures you’re not just growing your user base but attracting the right kind of users.

The most valuable insights often come straight from your users. We implement NPS (Net Promoter Score) feedback loops to capture sentiment, identify friction points, and gather qualitative data. This turns your active client base into a powerful source of product and marketing intelligence.

Not all traders engage in the same way. Younger users may prefer real-time interaction on platforms while more experienced clients might respond better emails. We help you adapt your communication and media strategy to fit the unique preferences of each segment—maximizing both reach and relevance.

Curious how your audience really wants to connect? Schedule a free discovery call and we’ll help you build a smarter engagement strategy.