In the 31st episode of The State of Retention Marketing podcast, Ankur takes a deep dive into the world of personalized finance with ET Money’s Chief Operating Officer, Santosh Navlani.
This episode uncovers the secrets behind ET Money’s exceptional 82% form fill rate, a remarkable achievement in the realm of financial services. While form filling for investments often feels overwhelming, ET Money has managed to simplify this process, making it effortless and user-friendly.
The podcast also offers a sneak peek into the intricate artistry of personalized finance at ET Money. It’s not just about understanding user personas; it’s about crafting tailored financial journeys.
A significant highlight of the episode is the unveiling of “Genius”, a feature that epitomizes data-driven brilliance. Unlike traditional investment advisories that simply push users to invest more and sell less, “Genius” takes a different approach. It aims to guide users with balanced and well-informed strategies, illuminating pathways to optimal investments amidst a sea of confusing advice.
In essence, this episode serves as a gateway into the innovative realm of ET Money’s user-centric financial strategies. It promises insights into personalized finance, demystifying investments, and showcasing a tool that isn’t just intelligent but revolutionary.
