All work

Case study · Lifecycle and loyalty

Sign-ups are easy. Habits are hard.

Business
Bamboo, Australian investing app
Role
In-house CRM (Elliott)
Platform
Customer.io
Focus
Onboarding, referrals, loyalty
Welcome
Three steps to your first investment
Verify your ID
Done
Make your first deposit
Done
Set a recurring top-up
Pick an amount
Recurring top-ups
5x
onboarding conversion
65%+
lift in recurring top-ups

Illustrative recreation, not a client screen.

5x
lift in onboarding conversion
65%+
lift in recurring top-ups
40%
increase in referrals
2x
BAM Rewards adoption among monthly active users

The brief

Downloads were only the start. The value was in new users reaching a first investment, then topping up regularly.

What was built

  • 01
    Onboarding journeys designed around the first meaningful action, not the first open.
  • 02
    Behavioural nudges across the lifecycle in Customer.io to drive adoption of key app features.
  • 03
    A referral program people actually used.
  • 04
    BAM Rewards, a loyalty program tied to the behaviours that drive lifetime value.

Outcome

5x onboarding conversion, 65%+ more recurring top-ups, 40% more referrals, and BAM Rewards adoption doubled among monthly active users.

Next step

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