Financial Technology
A mid-market FinTech platform processing transactions for 5,000+ businesses. Despite strong product capabilities, they were losing users in the first 90 days without understanding why.
High churn in the first 90 days — users never fully activated
No visibility into which users were at risk of churning
Generic onboarding failed to address different user segments
No automation tied to real product usage patterns
Marketing team was focused on acquisition, ignoring retention
Mapped user behavior across the first 90 days to identify churn triggers, activation gaps, and the critical moments where users needed intervention
Built differentiated onboarding and retention flows for each user segment — personalized messaging triggered by actual product behavior
Deployed behavioral signals to flag at-risk users before they churned, with automated reactivation flows triggered in real time
Created expansion and upsell triggers based on usage patterns that signaled readiness for premium features
Achieved in 120 days
"ClarusIQ showed us that our churn wasn't a product problem — it was a lifecycle messaging problem. Their Retention Signal Engine™ diagnosed the activation leaks and deployed flows that cut our churn by 40% — with zero engineering effort from our team."
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