About the Client
Our client is a leading fintech lending platform, focusing on delivering asset-backed lending solutions that make access to credit simpler, faster, and more transparent. With a strong emphasis on innovation, the organization uses advanced technology to create seamless and efficient lending experiences.
Operating with an automated model, the company collaborates with established financial institutions to offer frictionless financial products. Its platform is designed to enhance operational efficiency, improve customer accessibility, and enable quicker credit disbursal.
Key Challenges Faced by the Client
Fragmented Customer Data Across Marketing Channels
Customer information was scattered across multiple marketing and outreach teams, like messaging platforms, email, social media, and call centers. This lack of a unified customer view led to overlapping campaigns, repeated outreach to the same users, and inconsistent messaging. As a result, marketing efforts became inefficient and harder to optimize.
Disconnected Channel Strategy
Marketing efforts were executed in silos, with each channel targeting only the subset of users available within its own dataset. This meant campaigns were not coordinated across channels, leading to missed opportunities to engage customers where they were most active. Without a cross-channel strategy, the client struggled to maximize reach, improve engagement rates, and drive meaningful customer actions.
Lack of Actionable Customer Insights for Targeted Marketing
The existing systems lacked the analytical capabilities needed to derive meaningful insights from customer data. The client was unable to effectively segment audiences, identify high-intent users, or prioritize prospects based on conversion likelihood.
Kasmo’s Solution
Mobile APP and Web Data Integration with Salesforce Data Cloud
Our team integrated mobile applications and web platforms with Salesforce Data Cloud. This brought together critical customer signals like profile data, login activity, browsing behavior, and engagement across digital touchpoints. By eliminating fragmented data sources, we helped create a connected and consistent view of the entire customer journey. Then, Cohort and audience-level data were routed to AWS to support centralized reporting and performance analysis.
Enabling Mobile Push Notifications with Marketing Cloud
Our team enabled push notification capabilities through Salesforce Marketing Cloud, fully integrated with Data Cloud to create a connected and intelligent engagement loop. Sales data is synchronized with Marketing Cloud, allowing it to trigger next-best-action campaigns based on real-time user behavior. Centralized execution within Journey Builder and Marketing Cloud uses these insights to deliver timely, relevant push messages to improve engagement and contextual communication.
At the same time, push engagement data is fed back into Data Cloud, creating a closed-loop system where engagement signals continuously refine targeting and campaign strategies. This bi-directional flow between Data Cloud and Marketing Cloud ensures minimal event data is exchanged for efficiency while still enabling deep personalization. The result is improved campaign effectiveness, better audience segmentation, and excellent customer experience.
Key Results Achieved
Our solution helped the client transform fragmented marketing efforts into a unified, data-driven engagement strategy, enabling more efficient operations, and improved customer experiences.
- Reduced Platform Switching Effort By ~30–40%
Consolidated data into a single, consistent view of each customer and improved control over campaign execution
- 40–60% Reduction in Campaign Effort
Enabled same-day or near real-time campaign execution while reducing manual workload and dependency on analytics teams.
- 40–50% Faster Reporting Turnaround
Accelerated access to campaign performance insights, minimizing manual reporting efforts, and improving decision-making speed.
