Home / Playbooks / Engagement

Engagement Playbooks

10 case studies on keeping fintech users active. Behavioral segments, event-based messaging, SIP journeys, and education-driven flows.

Engagement

Building Behavioural Segments That Actually Convert

User behavior-based cohorts, not demographic. Trading frequency, risk appetite, product used. How to target each segment.

 Engagement

How We Designed SIP Journeys That Stick

Systematic Investment Plans. Setting up SIP, maintaining it, increasing frequency. The engagement funnel.

 Engagement

Engagement Timing: Why F&O and MF Need Different Pacing

F&O traders check daily. MF investors check monthly. Different messaging cadence, different channels.

 Engagement

Personalised Nudges vs. Generic Campaigns: The Data

Segment-specific messages outperform blast campaigns. Results and setup.

 Engagement

Feature Adoption Flows: The Watchlist Experiment

How we drove watchlist adoption through targeted onboarding and timely nudges.

 Engagement

Gamified Onboarding vs. Gamified Engagement: Key Differences

Why gamification works in onboarding but fails in long-term engagement. And when it works for both.

 Engagement

Event-Based Messaging That Feels Native to the App

Triggered by user behavior, not time. Market open, large price move, portfolio milestone. In-app notifications that hit.

 Engagement

How Education-Driven Journeys Increased MF Transactions

Teaching users why a product is good increases adoption. Case study: MF education → transaction lift.

 Engagement

Push vs. In-App Engagement: Which Works When?

Push for urgent alerts. In-app for onboarding. SMS for winback. When to use each.

 Engagement

Using Engagement Data to Shape Future Product Features

What do users engage with? Build more of it. What's ignored? Cut it. Data-driven product roadmaps.