www.datableservices.com Open in urlscan Pro
35.156.117.131  Public Scan

Form analysis
0 forms found in the DOM

Text Content

 * …  


Contact us
 * …  


Contact us


SAVER LIFE

A creative approach to user segmentation

THE PROBLEM

As a financial wellness platform, Saverlife was collecting data from over 30,000
users, including demographic and financial transaction information. The company
needed a platform to aggregate, visualize and analyze all of those disparate
data points.

THE STAKES

The #1 challenge Saverlife faced was user segmentation–which demographic and
behavioral metrics should the company focus on when segmenting its user base for
customer acquisition purposes and upsell opportunities?

The successful launch of this platform was therefore crucial for several
reasons:

 * Developing insights into user behavior patterns → improved customer outreach
   and acquisition efforts
 * A deeper understanding of current users → surfacing opportunities for
   engagement and retention
 * Less time spent visualizing and analyzing customer data → more time for
   revenue-generating activities

WHY DATABLE

Our team’s experience gathering insights from data helped us move the needle
quickly and effectively. There was no ‘ramp up’ period, as Datable could
leverage its prior experience serving the financial services sector to get this
project up and running and begin delivering insights in a timely manner.

THE SOLUTION

We began by classifying users via specific bands and categories based on their
spending habits. This enabled Saverlife to deliver targeted messaging predicated
on their users’ financial conditions.

Datable then went a step further and created a volatility tracker based on
individual spending habits. This unique, proprietary tool allowed Saverlife to
identify users in lower bands (greater income uncertainty) and communicate
better spending habits via automated messaging.

RESULTS

After a multi-year engagement involving collaboration with senior members of
Saverlife’s organization, Our solution helped Saverlife get smarter about which
prospects to target, ultimately supporting a 70% increase in user acquisition
(from 30,000 to 50,000 users).

Saverlife was able to segment users into specific cohorts based on actionable
data points, which enabled the company to be more agile and intentional in its
outreach to future customers.




“Our collaboration with Datable has been instrumental in improving our
understanding of financial wellness across our community. With Datable's expert
assistance, we were able to better understand our users' financial behaviors and
segment them more accurately. This resulted in increased customer acquisition
and enabled us to create better engagement and retention strategies.”




– Xiao Bi, Senior Research Analyst, SaverLife


 

Previous
Seeding Justice
Next
TIP HUB
 Return to site
 * 





Cookie Use
We use cookies to improve browsing experience, security, and data collection. By
accepting, you agree to the use of cookies for advertising and analytics. You
can change your cookie settings at any time. Learn More
Accept all
Settings
Decline All
Cookie Settings
Necessary Cookies
These cookies enable core functionality such as security, network management,
and accessibility. These cookies can’t be switched off.
Analytics Cookies
These cookies help us better understand how visitors interact with our website
and help us discover errors.
Preferences Cookies
These cookies allow the website to remember choices you've made to provide
enhanced functionality and personalization.
Save