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MCB Funds: a Leading Asset Management Brand

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Personalized Financial Journeys Through a Data-Driven Approach

MCB Funds partnered with D•engage to enhance digital engagement, automate marketing, and personalize customer journeys.

By leveraging AI-driven segmentation, multi-channel automation, and a unified data platform, MCB Funds achieved an 83% improvement in account funding for new accounts opened, a 30% increase in transaction size, and 60% improvement in operational efficiency, engagement, and real-time decision-making.

83%

Improvement in Account Funding Ratio

30%

Increase in Average Transaction Size

60%

Improvement in Operational efficiency

Read our MCB Funds Story

MCB Funds Challenges

Fragmented Data and Limited Marketing Attribution

MCB Funds needed to unify customer data and align it with its internal data warehouse for better marketing precision.

Without a structured data model and real-time intelligence, optimizing campaign performance and making data-driven decisions remained a challenge

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Limitations of a One-Size-Fits-All Approach to Personalization

MCB Funds needed a more dynamic, data-driven approach to customer engagement, moving beyond one-size-fits-all marketing.

To drive relevance and retention, the companymrequired personalized messaging, real-time investment recommendations, and tailored user journeys that adapted to customer behaviors and preferences.

Inefficient Multi-Channel Automation with Limited Event Triggers

MCB Funds needed a scalable automation system to streamline multi-channel communication, boost engagement, and enhance retention.

To improve campaign performance, they required automated workflows triggered by multiple events, recurring automation flows, and a data-driven approach to deliver timely, personalized interactions at scale.

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What D•engage Did

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A Unified Data Platform for Seamless Integration

D•engage’s CXDP provided a customizable data schema, allowing MCB Funds to:

• Integrate its entire customer database for real-time, accurate marketing insights.
• Map transaction histories, behavioral patterns, and engagement metrics into a unified platform for precise targeting.
• Automate data synchronization across marketing and CRM systems, eliminating manual processes.

“ We boosted our efficiency with D•engage through automation, real-time data sync, and AI-driven targeting, achieving 83% higher account funding and 60% improved operations.

All this in just the first year of its integration - This is truly phenomenal!
Moreover, with the Remote Source feature, we can integrate various data sources without needing the data to reside within the platform, and use this data to create complex segments.

Overall, we’re very satisfied with both the product and customer support. ”

Monis Usman EVP Head of Digital Business & Marketing @ MCB Funds

AI-Driven Segmentation and Automated Personalization

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With D•engage’s segmentation engine, MCB Funds enhanced its ability to categorize customers based on investment behavior. Leveraging automation and AI-driven insights, the company delivered highly personalized marketing journeys by:

• Sending targeted investment recommendations to each segment.
• Automating lifecycle marketing campaigns based on behavioral triggers.
• Optimizing outreach frequency using RFM (Recency, Frequency, Monetary Value) modeling.

Read our MCB Funds Story

Multi-Channel Engagement for Higher Conversions

MCB Funds utilized D•engage’s omnichannel capabilities to create a seamless digital experience, including:

• Automated email sequences to educate customers on investments and financial planning.
• Push notifications & in-app messaging to guide users through account funding and investment processes.
• Win-back campaigns to re-engage inactive customers with tailored investment options.

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D·engage x MCB Funds

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MCB Funds successfully enhanced its digital engagement and marketing automation with D•engage, achieving higher conversions, improved personalization, and real-time efficiency.

By streamlining customer journeys and leveraging AI-driven insights, the company continues to drive growth and innovation in the financial sector.

83%

improvement in account funding ratio

30%

increase in average transaction size

60%

improvement in operational efficiency

Moments We Help You Own

See how leading brands use our platform to enhance performance, improve customer experiences, and achieve measurable business outcomes.

Case Study

How MCB Funds achieved an 83% boost in account funding

“We boosted our efficiency with D•engage through automation, real-time data sync, and AI-driven targeting, achieving 83% higher account funding and 60% improved operations. All this in just the first year of its integration - This is truly phenomenal”

Monis Usman, EVP Head of Digital Business & Marketing
  • 83%improvement in account funding ratio
  • 30%increase in average transaction size
  • 60%improvement in operational efficiency
Read Case Study
Case Study

Sportive Increases Transaction Value by 38% with D·engage CRM Integration

“D·engage’s platform perfectly aligned with Sportive’s business needs. The platform demonstrated superior performance in integrating customer data, generating personalized content, and automation capabilities”

Anıl Can Öztürk, Digital Commerce Director
  • 38%increase in transaction value
  • 17%increase in customer shopping frequency
  • 21%increase in Google Ads ROAS
Read Case Study
Case Study

Beymen drives 30% more clicks and 15% more revenue with D•engage

“Since we started working with D•engage, we’ve gained significant operational efficiency in segmentation, campaign management, and omnichannel communication. We can design personalized campaigns end-to-end through the panel and easily measure content performance with A/B testing.”

Gürhan Öztürk, Communication and Platform Manager
  • 30%increase in click-through rates
  • 15%additional monthly revenue
  • 15%time savings in operational processes
Read Case Study
Case Study

How Fibabanka Achieved 0% Downtime and 35% Cost Savings with D·engage

“Sending SMS and email messages without any disruptions is very important in banking processes. Any interruptions can affect our entire sales process. Therefore, the 24/7, high-availability of the platform we use is extremely critical for us.”

Korhan Kocabıyık, Platforms Development Director
  • 35%reduction in costs
  • 18%reduction in time.
  • 0%downtime with on-premise platform
Read Case Study

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