How Fintechs Use CRM and Email to Keep Users Hooked

22/09/2025 25 min Temporada 2 Episodio 2
How Fintechs Use CRM and Email to Keep Users Hooked

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Episode Synopsis

Email and CRM are two of the most powerful and most underused tools in fintech marketing.In this episode, Sally is joined by Eliane Coudoro, founder of CRM agency Seventy Eight, to unpack why so many fintechs drop the ball after acquisition… and what to do instead.Eliane shares:Why sending to everyone is not a strategyHow to build a high-quality email list (without shady imports)What sender reputation really means and how to protect itHow to spot journey drop-offs and turn them into conversion pointsThe biggest myths holding your email backA fintech case study that increased first trader revenue by 184%If you’re spending budget on acquisition but neglecting retention, this one’s for you.Useful links:Connect with Eliane Coudoro on Linkedin: https://www.linkedin.com/in/eliane-coudoro/Connect with Sally Baker on Linkedin: https://www.linkedin.com/in/sallybaker/