Most of us are trying to maximize our income with high-interest savings accounts, points-earning credit cards, and low-interest loans. This makes perfect sense, but it can lead to a web of bank accounts across various apps and very little visibility into what our money is doing. 

Sequence is a fintech startup that solves this problem. It gives everyday people a bird’s eye view of their financial situation by connecting income sources and accounts in one visual map. Once you can see all your incomings and outgoings, you can use advanced conditional logic to transfer money where and when it needs to go there. 

The setup 

Sequence were just getting started with marketing automation when they signed up with Ortto. “We were looking for an easy way to create smart, targeted marketing campaigns based on triggers and events from our product, as well as a no-code solution to show popups, surveys, forms, and more,” shared Itay Dror, Head of Product at Sequence.

They chose Ortto because of our powerful Segment connection, and because it allowed for sophisticated journeys to be built with ease. “The integration between Ortto and Segment is a game changer. We can upsell, train, and approach customers based on very specific in-app behaviors and characteristics.” 

The strategy 

Sequence are creating a “radically different experience than the traditional banking system” for their users and their marketing needs to be a part of it — Ortto’s journeys feature made this possible. 

“The journeys are like an extension of the dev and product teams. We are creating tailor-made email journeys, fully based on activation metrics. This puts marketing at a completely different place inside the company, it is an integral part of the user flow inside the product,” shared Itay. 

One impressive example of this is the 45-day onboarding campaign Sequence built that has resulted in a 20% increase in subscription rate.