FinTech Platform Case Study — ClarusIQ | Financial Technology Retention Results
Back to Case Studies

FinTech Platform

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.

The Challenge

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

Our Approach

1

Churn Pattern Analysis

Mapped user behavior across the first 90 days to identify churn triggers, activation gaps, and the critical moments where users needed intervention

2

Segment-Specific Lifecycle Flows

Built differentiated onboarding and retention flows for each user segment — personalized messaging triggered by actual product behavior

3

Churn Prediction & Intervention

Deployed behavioral signals to flag at-risk users before they churned, with automated reactivation flows triggered in real time

4

LTV Optimization

Created expansion and upsell triggers based on usage patterns that signaled readiness for premium features

Results

Achieved in 120 days

90-Day Churn
28%
16.8%
-40%
User Activation
31%
41.9%
+35%
LTV Increase
$420
$701
+67%
Expansion Revenue
$42K/mo
$68K/mo
+62%

"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."

Michael Torres
CEO & Founder, FinTech Platform

Ready for Similar Results?

Book a 30-minute lifecycle audit and get your custom retention roadmap

Book a 30-Minute Lifecycle Audit