Success Story

Familhão, Brazil’s Leading Financial Services Platform, Raises Payment Page CVR by 15% in Peak Periods after Switching from Oracle to Insider

Architect
Predictive Audience
Web Push

15%

uplift in payment page CVR

90%

increase in marketing ops efficiency

Industry

Financial Services

Themes

Cart Recovery

Efficiency Gains

Migration

Channels

Web Personalization

Web Push

Email

App Personalization

Tools

Architect

CDP

Predictive Audience

Switching from Oracle to Insider was transformational for Familhão. In just two months, our migration was completed and our team hit the ground running, achieving a 15% payment page CVR uplift on recovery journeys and increasing marketing operations efficiency by 90%. Insider’s intuitive technology powers personalized automation at scale, while Lima Consulting Group’s strategic support enabled rapid digital maturity and lasting gains. Now, every campaign is data-driven and delivers measurable ROI.

Marcos Caringi
Chief Revenue Officer

Executive summary

Familhão partnered with Insider and Lima Consulting Group to unify their martech stack, consolidate fragmented tools, and drive revenue with advanced segmentation and personalized recovery journeys. Using Architect, Predictive Audience, and Web Push, Familhão created impactful automated flows that lifted payment page CVR by up to 15% in peak periods, recovered abandoned revenue, and streamlined campaign activation from days to minutes. The migration, executed in just two months, replaced Oracle and reduced the marketing operations team size by 90%. Insider’s intuitive CDP and Lima’s digital maturity-driven approach enabled Familhão to run powerful omnichannel campaigns with surprising speed and cost efficiency, proving the platform’s value in financial services.

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About Familhão

Familhão is a leading financial services platform based in Brazil, known for its innovative approach to customer experience and seamless journeys. The brand empowers millions of users across Brazil, connecting families with essential payment and financial solutions through a robust, omni-channel digital presence.

Why Insider?

Familhão selected Insider for its real-time segmentation capabilities, active data collection, and complete autonomy over campaign creation, eliminating the need to involve technical teams or manage tickets. The seamless migration from Oracle, supported by structured onboarding and Lima Consulting Group’s strategic guidance, allowed Familhão to unify their fragmented stack and go live in just two months, even while still contracted to the previous provider. Insider’s powerful solutions enabled the brand to transition to a lean, strategy-focused operation, replacing three separate platforms, optimized team performance and efficiency, and accelerating results. Immediate business impact and ongoing support made Insider the partner of choice for Familhão’s digital growth.

USE CASE #1

Payment Page Recovery with Architect

The challenge

Familhão’s funnel was strong, but the brand saw high abandonment on the payment page, missing conversions from high-intent customers. The team needed a solution to re-engage these users with minimal operational effort.

The solution

With Insider’s Architect, Familhão built targeted recovery flows in minutes, leveraging behavioral segmentation to deliver personalized messages via web push and email. This approach accelerated revenue recovery from abandoned checkouts by re-engaging high-intent users at the right moment. With contextual, personalized messaging tailored to user behavior, Familhão optimized the experience for every customer segment. Lima Consulting Group helped identify the payment step as the critical drop-off point, aligning strategy and activating automated journeys based on real-time data and precise targeting.

The results

15%

uplift in payment page CVR

Accelerated

campaign launch

USE CASE #2

Consolidating and Automating Martech with Insider CDP

The challenge

Familhão struggled with high costs and operational complexity from using multiple fragmented martech tools, requiring a large team for campaign management and segmentation.

The solution

Insider provided an integrated CDP that replaced at least three separate platforms, driving significant financial and operational efficiency gains through consolidation. Advanced segmentation, predictive recommendations, and one-click journey automation allowed Familhão to streamline processes, accelerate campaign execution, and reduce costs. With Lima Consulting Group’s guidance, Familhão restructured their operations for greater autonomy and agility, building a lean, high-performing marketing structure powered by strategic, data-driven campaigns.

The results

90%

increase in marketing ops efficiency

Summary

By switching from Oracle to Insider, Familhão unified their engagement channels, accelerated their ROI, and empowered a lean marketing team to deliver measurable CVR gains, fast activation cycles, and significant cost savings. Insider’s technology and Lima’s expertise enable financial services brands to orchestrate personalized, omnichannel journeys quickly and at scale.

Looking ahead

Familhão will extend personalization and real-time marketing into WhatsApp, using Insider to deepen journey orchestration and amplify loyalty, conversion, and lifetime value.

Favorite feature

seamless API integration

Familhão’s favourite feature is Insider’s seamless API integration, which enables fast, no-code connections with other systems and accelerates campaign orchestration. This agility allows their team to launch personalized journeys at scale and achieve measurable CVR growth.

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