Success Story

Youdge, One of France’s Fastest-Growing Fintechs, Switched to Insider to Transform Lead Gen and CX with Unified CDP Journeys

Architect
CDP
SMS

40%

savings in campaign creation time

10%

CR uplift

75%

optimization in cost per message

Industry

Financial Services

Themes

Migration
Cross-Channel Journeys
Efficiency Gains
A/B Testing & Optimization
Onboarding

Channels

Email
SMS
Web Personalization
Architect

Tools

Architect
Predictive Audience
Smart Recommender
CDP

Insider’s unified customer profiles allowed us to launch personalized, cross-channel journeys immediately after a seamless 3-month migration, with full deployment in under 6 months. Their responsive support resolved onboarding issues rapidly, driving faster campaign creation, stronger conversion rates, lower cost per message, full GDPR compliance, and engagement well above industry benchmarks.

Carles Morant
CRM & Data Manager

Executive summary

Youdge’s migration to Insider was completed in just three months, enabling their lean team to fully deploy across email, SMS and web in under six months. Unified customer profiles allowed them to centralize data and deliver real-time, personalized journeys at scale. As a result, Youdge achieved 40% savings in campaign creation time, a 10% uplift in conversion rates, a 75% decrease in cost per Message, and full GDPR compliance, while significantly outperforming industry benchmarks in engagement.

About Youdge

Youdge is a leading financial services platform headquartered in France, offering fast, accessible lending solutions to millions of customers. Renowned for its streamlined digital experience and expert support, Youdge helps users compare and select financial products with ease, driving innovation and trust in the French and Canadian markets.

Why Insider?

Youdge selected Insider to break away from rigid workflows and accelerate marketing execution. The need for more flexible, behavior-driven personalization steered the brand toward Insider’s unified platform, where real-time customer engagement and cross-channel orchestration are built in. By centralizing and unifying customer data through Insider’s CDP, Youdge’s two-person team seamlessly integrated conversion rate optimization strategies into every channel, improving experiences and outcomes for both known and anonymous users – essential for boosting lead generation and conversion rates. Insider’s consultative migration support and smooth onboarding were decisive factors in making the switch.

USE CASE #1

Increasing Form Completion with Personalized Recovery Emails

The challenge

The Challenge: Youdge needed to maximize lead collection and increase form completion rates, a critical step for effective lead generation and lowering acquisition costs. Previously, they struggled to automate form recovery and deliver relevant, convenient reminders – resulting in lost opportunities, higher cost of acquisition, and limited ability to engage new users landing on key digital touchpoints.

The solution

With Insider, Youdge built automated Architect journeys to send form recovery emails, including personalized links to resume requests, streamlining the process and re-engaging prospects at scale.

The results

1.61%

CVR from form recovery emails to 198,000 users

USE CASE #2

Driving Conversion with Post-Form Email and 
SMS Journeys

The challenge

With a primary focus on increasing Customer Lifetime Value (CLTV) through better post-conversion journeys, Youdge aimed to re-engage users who completed forms but hadn’t converted. Existing systems lacked the ability to deliver real-time, targeted notifications or seamlessly personalize journeys for both known and anonymous users, leading to increased abandonment, missed upsell opportunities, and difficulty optimizing retention.

The solution

Using Insider, Youdge launched personalized email and SMS journeys with direct links to user-specific results. The latest campaign enabled real-time, targeted notifications right after form submission, driving engagement rates that were more than 2X higher than typical industry benchmarks and reactivating users who were at risk of dropping off.

The results

97%

email
deliverability rate

10%

CTR on
email journeys

40%

CTR on SMS notifications

USE CASE #3

Optimizing RAC Product Conversion with Architect Journeys

The challenge

To optimize cost-efficient acquisition and capture more qualified leads, Youdge sought to A/B test and personalize their outreach for the RAC (rachat crédit) product across different weekdays. Their former tools could not flexibly segment campaigns or automate communications, limiting the ability to experiment, improve homepage personalization for paid traffic, or adapt messaging for segments most likely to convert.

The solution

Insider’s Architect enabled scheduled and segmented SMS journeys, allowing the marketing team to run controlled, weekday specific campaigns and optimize delivery timing for maximum conversion impact.

The results

10.2%

CTR on SMS journeys

4.3%

CVR on SMS journeys

Summary

By migrating to Insider, Youdge overcame the high cost and complexity of their former solution. Insider’s intuitive, unified platform enabled their lean team to break down data silos, integrate real-time data, and embed CRO strategies across email, SMS, and web – all with free, seamless migration. Proactive local support, data unification, and automation drove faster onboarding, maximized channel performance, and empowered Youdge to create personalized, data-driven journeys that truly accelerated revenue and growth.

Looking ahead

Youdge is considering to expand Insider journeys into Canada, and enhance web personalization for anonymous users to capture more leads and boost conversion. They are also planning to launch WhatsApp marketing, and leverage AI-powered web push. To drive stronger retention and growth.

Favorite feature

Architect

Youdge’s favourite feature is Architect, which enables highly automated, cross-channel journeys and personalized recovery flows - delivering major CVR lifts, operational agility, and improved customer experiences across every touchpoint.

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