01
Onboarding leaks
People start an application and never finish. KYC steps, document uploads and OTPs all lose people, and nobody can see exactly where.
THE PROBLEM
What gets in the way
02
Dormant accounts
Customers open an account or install the app, use it once and go quiet. Winning them back costs more than keeping them would have.
03
Cross-sell that feels like spam
Every product team sends its own offers to the same people. Customers tune out, and the offers that would actually help get ignored.
04
One customer, five systems
Core banking, the app, the call centre and marketing all hold a different version of the same person.
05
Compliance slows everything
Every campaign waits for sign-off because nobody is sure what consent the data carries.
WHERE WE HELP
Where we help
01
Onboarding that finishes
Product analytics shows exactly where applications stall, and engagement journeys bring people back at the step they left.
02
Lifecycle engagement
Timely, personal messages across app, email, SMS and WhatsApp, triggered by what customers do, not by the campaign calendar.
03
One view of the customer
A customer data platform that joins your systems, so every team works from the same profile and the same consent.
04
Acquisition you can measure
Attribution that shows which campaigns bring customers who stay and transact, not just installs.
05
Dashboards for the business
BI that gives leadership one view of growth, risk and engagement.
WORTH KNOWING
POPIA, built in
Financial services carry a heavy compliance load. We set platforms up with consent, retention and access controls from day one, and keep transfers of customer data outside South Africa documented. We're not your lawyers, but we make your lawyers' job easier.
RELATED GUIDES
You might also want to read.
FAQS
The questions people ask us first.
Can these platforms meet our security requirements?
That depends on your requirements and the platform. We help you put the right questions to each vendor and check their answers against your policies before you sign.
Where would our customer data be stored?
Many of these platforms host outside South Africa, often in the EU or the US. That's allowed under POPIA if it's handled properly, and it's one of the first things we check with you.
We're a small fintech. Is this overkill?
Not if it is sized right. Several of these tools have free or entry plans, and starting small with good tracking beats a big platform nobody uses.
Where do we start?
Usually with one problem worth solving and the data you need to measure it. Platforms come after that, not before.
OTHER WAYS WE CAN HELP
Get connected
Talk to us about your customers.
Tell us what you're trying to fix: onboarding, dormancy, cross-sell or something else. We'll tell you honestly where to start.