Case Study

DSP Mutual Fund Achieves Growth and Elevates Customer Experience Through Personalized Engagement Powered by CleverTap

DSP Mutual Fund Achieves Growth and Elevates Customer Experience Through Personalized Engagement Powered by CleverTap

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DSP Mutual Fund used CleverTap to deliver hyper-personalized, scalable engagement tailored to each investor’s life stage, risk profile, and financial goals. By segmenting over 100 customer groups and leveraging CleverTap’s Catalog Send-Time Personalization, DSP accelerated campaign execution from weeks to days. This approach led to a 28% month-over-month increase in average daily purchases and the highest single-day fund purchases in three months. The initiative enhanced customer experience by making investment communication relevant, timely, and impactful—turning personalization into a key growth and retention strategy.

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