Building a Mortgage Comparison Platform

La Sfida

Two well-funded competitors launched in the same market within six months. The company's product was technically strong, but the interface felt dated and there was no structured way to use customer data to guide product decisions. The gap was widening fast.

Il Nostro Approccio

Ricerca, Analisi e Fondamenta Strategiche

• Condotta un'analisi di mercato sui segmenti target, il posizionamento dei competitor e le reali opportunità di crescita
• Costruiti profili clienti da dati comportamentali, oltre 20 interviste e ricerche di terze parti
• Mappato l'intero percorso cliente e identificati i passaggi specifici dove le persone abbandonavano o si bloccavano

Design, Sviluppo e Implementazione

• Built the core platform features, prioritizing the ones users asked for most
• Set up analytics so the team could see what was happening in real time instead of waiting for monthly reports
• Automated the repetitive workflows that were eating 15+ hours per week
• Connected the separate systems into one data pipeline so every team worked from the same numbers

Lancio, Ottimizzazione e Scalabilità

• Scalate le campagne che funzionavano e chiuse quelle che non funzionavano
• Espansione in due segmenti di mercato adiacenti che i dati iniziali indicavano come promettenti
• Firmati accordi di partnership con tre aziende complementari per raggiungere nuovi pubblici
• Costruiti programmi di retention focalizzati sui primi 90 giorni, dove avveniva la maggior parte del churn

Cosa Abbiamo Imparato

1. Growth worked best when marketing and product shared the same goals. Treating acquisition and retention as separate problems led to conflicting priorities.
2. Translating the website was not enough. Each market needed different pricing anchors, different trust signals, and sometimes a completely different value proposition.
3. Automating the repetitive work freed up time for the decisions that actually required judgment. The key was knowing which decisions to automate and which to keep manual.
4. When marketing, sales, and product all tracked different numbers, every meeting turned into a debate about whose data was right. Agreeing on metrics first eliminated that.
5. Shipping a visible win in the first 60 days changed the internal conversation. Stakeholders who were skeptical about the project became its biggest advocates.

Explore Our Guides

Guide correlate dal nostro knowledge hub: