The Challenge
What Ozzie Was Facing
Ozzie's customer success team was hand-writing personalized financial nudges — savings reminders, overspending warnings, goal milestones — for every active user. The approach was effective at a few hundred users but at 50,000+ US users the manual process had completely broken down. Nudges either stopped being sent at all or arrived days late, killing the behavioral impact that drove product engagement.
The Solution
What We Built
We built an event-driven automation layer that monitors every user transaction and spending pattern, applies a rule-based trigger system to detect nudge-worthy moments, and dispatches personalized messages through the right channel (push, email, in-app) at the right time. The customer success team now manages the rule library rather than writing individual messages — input goes in once, scales to every user automatically.
Results