• Engagement
  • Banking & Finance

OptimizeFT Employs MoEngage’s Journey Orchestration to Enhance Customer Journeys

Discover how OptimizeFT used MoEngage’s omnichannel flows and customer journey orchestration capabilities to engage effectively with their customers, through trigger campaigns.

About OptimizeFT

OptimizeFT is a California-based digital banking software that powers payment cards and consumer applications. Their goal is to allow consumers to better manage finances like budgets, setting and managing savings goals, and more.

Banking & Finance
Products Used
Omnichannel Flows
Push Notification
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I would definitely recommend MoEngage to others, and I have on separate occasions. MoEngage has helped us in transitioning from EngageFT and allowed us to speed up product launch while we were nearing our sales cycle.

Mike Corrales
Vice President- Client Success
The Problem

OptimizeFT was using an in-built system to orchestrate communication directly with third-party vendors. The integration of the system was tied to the development schedule of their core platform. So, making changes required the team to wait for deployments leading to an inefficient process.

MoEngage Solution

The brand's marketing team strategized a multichannel approach to communicate with their clients via triggered campaigns and employed MoEngage's Flows features to engage customers using channels such as SMS, email, in-app and push notifications.

The Result

OptimizeFT needed a multichannel approach to communicate with their clients via triggered campaigns. Using the MoEngage platform, the OptimizeFT team employed action-triggered flow campaigns using channels such as SMS, email, in-app, and push notifications.

• The team could now meet their customer expectations with ease.
• They were able to take client requests such as adding elements or changes in messaging, ensuring happy and satisfied clients.
• They were also able to make real-time adjustments to continually improve and iterate on the product.

OptimizeFT team mapped customer journeys to look back at customer needs, optimize their journey, and make their onboarding experience smoother. For on-the-go customization, MoEngage offered out-of-the-box features using which the team could replicate existing campaigns for white label products.

With MoEngage, OptimizeFT was able to keep its pricing competitive and meet the expectations of its clients of all sizes. And from the effective execution of relevant solutions using MoEngage’s features, OptimizeFT could now notice a clear improvement in processes w.r.t their previous campaigns.

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