Generating Leads Boosting Conversion Finserv

Xerago helped an Indian financial services company generate leads and boost conversions significantly.

The client is an Indian financial services company focused on lending, asset management, wealth management and insurance. The company employs over 20154 employees at 1409 locations, and is engaged in consumer finance businesses, life insurance, and general insurance.


The company wanted to increase the leads and conversions substantially. Along with expanding the current consumer base, it also wanted to increase the cross-sell with the existing customer base. They wanted to have an omni-channel communication mechanism to execute campaigns to increase ROI.


Xerago implemented effective marketing campaigns on targetted segments which will eventually become successful leads.
  • Prepared and segmented a smart consumer-base based on the current available information.
  • Identified smart segments from the available data and made sure the segments are up to date by refreshing on daily basis.
  • Developed and executed event-based marketing channel.
  • Scheduled campaign run in every 3-4 hours targeting different segments which will eventually increase the number of campaigns and getting increased response.