Multi-brand Trading Company success story:

Global FinTech company achieves extraordinary revenue growth

A global FinTech company with multiple brands in multiple regulations, and millions of traders throughout the world. The company defined automation (ie transforming to fully automated customer engagement) as a prime enabler for further growth.


The Mission

Create a new standard of customer engagement

The company had 3 main goals:

  • Provide their multiple brands an out-of-the box solution to create highly-personalized customer communications on different channels.
  • Deliver customized, live, Market updates in real time, with the info that directly affects traders’ activity and drives action.
  • Seamlessly expand and scale the operation, with various regulation requirements of the new brands.

Download the case study

At first, I didn’t understand what Solitics brought to the table, believing it was just another marketing automation tool. Implementing and working with Solitics showed me what real time, data-driven, multi-channel customer engagement platforms should be all about.

Head of FinTech CRM Marketing