Retention & lifecycle
Fintech cross-sell: why customers stay stuck on one product
Every product inside a fintech tracks its own activation, but nobody measures how many customers use more than one. How to build that view without new data.
Articles
Retention & lifecycle
When to Prep Your CRM for Black Friday and Cyber Monday
US online spending already climbs in October, per Adobe Analytics. Why your CRM segments need to be ready before Cyber Week starts, not during it.
Retention & lifecycle
Airline no-shows: why a booking is not a completed trip
A flight booking does not guarantee the passenger travels. Why no-shows break post-flight messaging, and how to separate the two events in the customer profile.
Retention & lifecycle
Klaviyo vs. Customer.io: When Your Shopify Store Needs More Than Email
Klaviyo handles email and SMS well on Shopify. The limit shows up when automation needs data that is not born in the order: that is where Customer.io comes in.
Retention & lifecycle
Shipping notifications: how to turn them into a retention channel
The shipping notification is the message customers open the most and brands use the least. How to turn it into a retention channel without adding a new one.
Retention & lifecycle
Why WhatsApp beats email with US Hispanic customers
A third of US adults use WhatsApp, and Hispanic adults use it most, per Pew Research 2025. Why that matters for confirmations, support and win-back.
Retention & lifecycle
Building loyalty for a customer who pays through Yape, with no email on file
In Peru, many Yape and Plin payments come with a phone number and a WhatsApp chat, nothing else. How to turn that chat into a loyalty channel, no email needed.
Retention & lifecycle
Hot Sale in Argentina: how to tell new customers from pulled-forward sales
Argentina's Hot Sale 2026 revenue grew 19%, but half of businesses sold in three days what they sell in three weeks. How to tell the two apart.
Retention & lifecycle
Involuntary Churn: What It Is and How to Prevent It
Involuntary churn is not a decision, it is a failed charge. How to separate it from voluntary churn, measure it on its own, and recover it with timely retries.
This is what we do for clients on this front:
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