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40%
savings in campaign creation time
10%
CR uplift
75%
optimization in cost per message
Industry
Financial Services
Migration
Cross-Channel Journeys
Efficiency Gains
A/B Testing & Optimization
Onboarding
Channels
Email
SMS
Web Personalization
Architect
Architect
Predictive Audience
Smart Recommender
CDP
Insider’s unified customer profiles allowed us to launch personalized, cross-channel journeys immediately after a seamless 3-month migration, with full deployment in under 6 months. Their responsive support resolved onboarding issues rapidly, driving faster campaign creation, stronger conversion rates, lower cost per message, full GDPR compliance, and engagement well above industry benchmarks.
Carles Morant
CRM & Data Manager
Executive summary
Youdge’s migration to Insider was completed in just three months, enabling their lean team to fully deploy across email, SMS and web in under six months. Unified customer profiles allowed them to centralize data and deliver real-time, personalized journeys at scale. As a result, Youdge achieved 40% savings in campaign creation time, a 10% uplift in conversion rates, a 75% decrease in cost per Message, and full GDPR compliance, while significantly outperforming industry benchmarks in engagement.
About Youdge
Youdge is a leading financial services platform headquartered in France, offering fast, accessible lending solutions to millions of customers. Renowned for its streamlined digital experience and expert support, Youdge helps users compare and select financial products with ease, driving innovation and trust in the French and Canadian markets.
Youdge selected Insider to break away from rigid workflows and accelerate marketing execution. The need for more flexible, behavior-driven personalization steered the brand toward Insider’s unified platform, where real-time customer engagement and cross-channel orchestration are built in. By centralizing and unifying customer data through Insider’s CDP, Youdge’s two-person team seamlessly integrated conversion rate optimization strategies into every channel, improving experiences and outcomes for both known and anonymous users – essential for boosting lead generation and conversion rates. Insider’s consultative migration support and smooth onboarding were decisive factors in making the switch.
Increasing Form Completion with Personalized Recovery Emails
The challenge
The Challenge: Youdge needed to maximize lead collection and increase form completion rates, a critical step for effective lead generation and lowering acquisition costs. Previously, they struggled to automate form recovery and deliver relevant, convenient reminders – resulting in lost opportunities, higher cost of acquisition, and limited ability to engage new users landing on key digital touchpoints.
The solution
With Insider, Youdge built automated Architect journeys to send form recovery emails, including personalized links to resume requests, streamlining the process and re-engaging prospects at scale.
The results
1.61%
CVR from form recovery emails to 198,000 users
Driving Conversion with Post-Form Email and SMS Journeys
The challenge
With a primary focus on increasing Customer Lifetime Value (CLTV) through better post-conversion journeys, Youdge aimed to re-engage users who completed forms but hadn’t converted. Existing systems lacked the ability to deliver real-time, targeted notifications or seamlessly personalize journeys for both known and anonymous users, leading to increased abandonment, missed upsell opportunities, and difficulty optimizing retention.
The solution
Using Insider, Youdge launched personalized email and SMS journeys with direct links to user-specific results. The latest campaign enabled real-time, targeted notifications right after form submission, driving engagement rates that were more than 2X higher than typical industry benchmarks and reactivating users who were at risk of dropping off.
The results
97%
email
deliverability rate
10%
CTR on
email journeys
40%
CTR on SMS notifications
Optimizing RAC Product Conversion with Architect Journeys
The challenge
To optimize cost-efficient acquisition and capture more qualified leads, Youdge sought to A/B test and personalize their outreach for the RAC (rachat crédit) product across different weekdays. Their former tools could not flexibly segment campaigns or automate communications, limiting the ability to experiment, improve homepage personalization for paid traffic, or adapt messaging for segments most likely to convert.
The solution
Insider’s Architect enabled scheduled and segmented SMS journeys, allowing the marketing team to run controlled, weekday specific campaigns and optimize delivery timing for maximum conversion impact.
The results
10.2%
CTR on SMS journeys
4.3%
CVR on SMS journeys
Summary
By migrating to Insider, Youdge overcame the high cost and complexity of their former solution. Insider’s intuitive, unified platform enabled their lean team to break down data silos, integrate real-time data, and embed CRO strategies across email, SMS, and web – all with free, seamless migration. Proactive local support, data unification, and automation drove faster onboarding, maximized channel performance, and empowered Youdge to create personalized, data-driven journeys that truly accelerated revenue and growth.
Looking ahead
Youdge is considering to expand Insider journeys into Canada, and enhance web personalization for anonymous users to capture more leads and boost conversion. They are also planning to launch WhatsApp marketing, and leverage AI-powered web push. To drive stronger retention and growth.
Favorite feature
Architect
Youdge’s favourite feature is Architect, which enables highly automated, cross-channel journeys and personalized recovery flows - delivering major CVR lifts, operational agility, and improved customer experiences across every touchpoint.
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