Email Marketing Strategy for Fintech SaaS (Series A)

Overview: This company focuses on helping Canadians gain control over their financial health through credit-building products. Responsible for generating revenue growth through partnered email channels, increasing internal subscription revenue, designing segmented campaigns, and managing a large subscriber list (of over 3 million subscribers). Designed and executed segmented email campaigns for financial institutions (Bank of Montreal, Royal Bank of Canada, Scotiabank, etc.), and financial services (American Express, MortgagePal, Capital One, etc.) among others.

Problem: Needed to enhance its email marketing strategies to increase revenue and subscription rates for its credit-building products. They also aimed to cultivate stronger relationships with top affiliate partners and manage promotional campaigns effectively.

Solution: Addressed the company's needs by directly generating over $4M in email-attributed revenue, boosting internal subscription revenue by 291% year-over-year, and implementing several other targeted campaigns with personalized segmentation (based on data from credit reporting agencies like Equifax).