| Lever | Insight | Implementation |
|---|---|---|
| Acquisition | 1. “ I came to know of smallcase through an influencers video” |
“ I noticed a smallcase space on my brokers website while logging in”
“ I heard about smallcase from my friend/brother/relative” | 1. Expanded paid & finfluencer program to further increase awareness
Tighten product integration with existing broker partners and expand to new ones
Double down on existing share your basket feature within smallcase | | Onboarding | 1. “ I was not asked anything about my financial goals”
“ I had to spend a lot of time figuring out which smallcases to buy”
“ I did not get help from the product to help make an informed decision” | 1. Revamped onboarding flow to personalize user experience
Presenting personalized list of smallcases based on user goals
Onboarding campaigns to improve activation of users in the first month post download | | Engagement | “I could not understand what the eventual outcome of investing in any smallcase would bring for me” | 1. Design and deploy a goal SIP calculator to make the user feel invested and motivated to continue investing
Social proofing via info on how many users have invested and the total AUM | | Retention | “I dropped off smallcase because there were too many choices to invest in and it felt very technical in nature” | Revamped onboarding to filter smallcases personalised to each user |