Success Story
Global Leader in Crypto Banking Achieves 37% Growth in Funded Accounts and 19% Higher Trading Volume in Just 1 Year
App Push
Conversational CX
Predictive Audience
37%
increase in active funded accounts
19%
YoY growth in trading volume
15%
reduction in overall support tickets
Industry
Financial Services – Cryptocurrency, Brokerage
Themes
Automation Personalization
Omnichannel Engagement
Channels
Architect
App Push
Conversational CX
Predictive Audience
Tools
Lead Scoring
Sirius AI
Chatbots
“Insider’s advanced automation transformed our client engagement and trading experience, significantly increasing platform volume, active traders, and client retention while building greater efficiency and trust.”
Chief Technology Officer,
Leading Crypto & Brokerage Platform
Why Insider
After surveying multiple vendors, the platform chose Insider for its unrivaled automation, unified audience management, and instant personalization. These tools broke down silos, enabling fast, effective campaign execution and transforming user journeys. Insider proved to drive measurable increases in activation, retention, and overall business impact, a decisive differentiator.
Executive summary
A top crypto and brokerage platform chose Insider to transform user journeys, boost conversions, and streamline operations. By deploying automation and personalization, the brand achieved a 37% rise in active funded accounts and a 19% boost in trading volume in one year. The use of chatbots and cross-channel support reduced tickets by 15%, creating a seamless, proactive experience across WhatsApp, web, and app.
About The Brand
This global crypto and brokerage leader serves millions worldwide, delivering innovative trading solutions and robust financial products. Recognized for its speed, security, and client-first approach, the brand empowers users with personalized financial experiences and seamless digital journeys—building trust and loyalty in the fast-evolving landscape of crypto, stocks, and emerging financial assets.
USE CASE #1
Transforming Engagement and Growing Active Accounts with Automated Journeys
The challenge
Engaging millions of traders with timely, personalized content and support was difficult. Outdated tools hindered quick, large-scale campaign launches, restricting personalization and scalability. With rapid user growth, delivering targeted trading experiences and proactive assistance became increasingly challenging for the team.
The solution
By using Insider’s Architect, App Push, Conversational CX, and Predictive Audience, the platform automated and orchestrated journeys across onboarding, retention, and cross-sell. Real-time, data-driven messaging reached users with relevant content on preferred channels, boosting engagement and reducing manual work.
The results
37%
increase in active funded accounts in one year
19%
YoY increase in trading volume
15%
reduction in support tickets and inquiries
USE CASE #2
Activating New Clients with Personalized Omnichannel Onboarding
The challenge
Onboarding and funding new users posed major obstacles for the platform. Traditional, generic messaging failed to cut through, resulting in significant drop-offs and reduced account activation. This not only lowered the share of funded clients, but also led to higher volumes of onboarding-related support queries, putting additional strain on already busy teams.
The solution
With Insider’s cross-channel suite, the brand triggered automated onboarding journeys for new clients. Using behavioral data, it delivered timely emails, push notifications, WhatsApp, and web messages—offering educational nudges, reminders, and proactive support—making onboarding relevant and seamless.
The results
28%
increase in funded accounts within 30 days of signup
22%
reduction in onboarding-related support inquiries
Summary
Insider’s automation and segmentation solved initial challenges of slow campaign launches, limited personalization, and engagement at scale. Real-time alerts and proactive support increased verified onboarding and account funding, driving more trading activity. The platform now benefits from higher operational efficiency, elevated user engagement, and measurable financial growth.
Looking ahead
Moving forward, the platform aims to deepen personalization with Insider’s Predictive Audience and Architect, using AI-driven segmentation for real-time campaigns. Expanding Conversational CX will enable timely market alerts and education via user-preferred channels
Favorite feature
Predictive Audience
Predictive Audience is the standout feature—enabling the team to instantly segment users and activate high-intent, personalized trading journeys. This ensures strong engagement, fuels funded account growth, and consistently delivers a top digital experience.
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