DoubleTick

Customer stories/Financial Services

RefyneFinancial wellness & lending

Event-triggered WhatsApp journeys that catch KYC drop-offs before they happen

Sign-up, KYC started, KYC incomplete and application abandonment each trigger a journey, with agents stepping in where a human is needed.

  • Hundredsof active corporate clients served through the B2B2C model

About

About Refyne

Refyne operates a B2B2C model, partnering with corporates to offer financial wellness and lending products to employees. It currently works with around 300 to 350 active corporate clients and is expanding into the state government employee segment.

The challenge

What they set out to solve

A key challenge is helping customers move successfully through onboarding and KYC, especially users who may be less digitally savvy, have trust concerns or need more hand-holding. Without timely intervention, customers drop off at different stages of the funnel.

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