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FinTech Case Study

How Evanik Improved Customer Onboarding & Notifications

New customers were signing up with Evanik, but too many stalled partway through account activation instead of finishing every step. A generic, email-only welcome sequence went largely unread- the same way most transactional email does- leaving Evanik with no consistent way to nudge a new sign-up back toward a fully set-up account. Get Click Media worked with Evanik to build an automated, multi-channel welcome and activation sequence for exactly those first few days after sign-up.

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Real client · Results pending final confirmation · Noida, India

Hands typing on a laptop, representing a new customer completing account setup
Evanik logo
FinTech
IndustryFinTech
Business TypeDigital Financial Services
Channels UsedWhatsApp, SMS, RCS
RegionIndia

Automated

Welcome and activation-step messages

24/7

Onboarding nudges and reminders

Multi-Channel

WhatsApp, SMS, and RCS combined

Fewer

Customers dropping off mid-setup

Trusted by 10,000+ businesses across India

GD Goenka
Bada Business
NexusPay
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IBG Network
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Evanik
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GD Goenka
Bada Business
NexusPay
Salary Now
IBG Network
Niramaya Healthcare
Smart Realty
Evanik
Radius
Logic Education
HeliPkg
Acer Labs
VisionTech
Teleopedia
Shipline
Max Labs
Ini Homes
Cashi
Prime Dental
WWICS
The Challenge

New Customers Were Signing Up- and Then Going Quiet

For Evanik, the first few days after sign-up are the moments that decide whether a new customer actually becomes an active one. A customer would complete registration, but then stall partway through account activation- an identity or document step left unfinished, a setup screen never revisited- with no automated way to bring them back before they lost interest.

The welcome experience itself wasn't helping. A generic, email-only welcome message went out to every new sign-up, but landed the same way most transactional email does- unopened, filtered, or ignored. There was no consistent nudge across a channel customers actually check, so a stalled sign-up often just stayed stalled.

Drop-off Partway Through Activation

New customers completed sign-up but stalled before finishing every account-activation step, with nothing automatically bringing them back to it.

Low Visibility for an Email-Only Welcome

The welcome message rode on email alone, which meant it competed with everything else in an inbox and was easy to miss in the first, most important days.

No Automated Nudge for Stalled Sign-Ups

There was no consistent, automated way to detect a stalled sign-up and prompt that specific customer to come back and finish setting up their account.

The Solution

A Guided Welcome and Activation Sequence

Get Click Media set up a WhatsApp and RCS welcome message that fires the moment someone signs up, followed by step-by-step nudges toward completing account activation, with SMS as a fallback for anyone not reachable on chat. Instead of one generic email and no follow-up, every new Evanik customer now gets a guided path through their first days on the platform.

WhatsApp API for FinTech

A welcome message the moment a new account is created, with in-chat WhatsApp Flow-based verification so a customer can complete identity and setup steps without leaving the conversation.

RCS for FinTech

Rich cards for account verification and activation status, showing what's remaining and a direct action button- built specifically to guide a new sign-up through onboarding, not just alert them after the fact.

Bulk SMS for FinTech

A drop-off recovery nudge for anyone who exits mid-onboarding, with a direct link back to the exact step they left- delivered on a channel that reaches a customer even without the app open.

The Results

What Changed for Evanik's Onboarding Flow

Early qualitative feedback points to new customers moving through activation more consistently and fewer sign-ups going quiet in the first few days. Precise onboarding-completion and activation figures are still being finalized with Evanik.

New Customers Guided Step by Step

Instead of one email and silence, each new sign-up now gets a sequence of nudges guiding them through every remaining activation step.

Fewer Sign-Ups Stalling Mid-Setup

Automated nudges reach customers before they lose momentum, cutting down on accounts left partway through activation.

A Consistent Welcome Across Channels

WhatsApp, RCS, and SMS now carry the same welcome and activation journey, instead of a single email-only message.

Notifications Reaching Channels Customers Check

Moving the welcome sequence off email-only delivery means onboarding messages land where new customers are actually looking.

Verified numbers in progress

Exact onboarding-completion and activation figures are being finalized with Evanik and will be added once confirmed.

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Product Interested

Losing new customers somewhere in your onboarding flow?

Get Click Media can set up the same guided welcome and activation sequence for your business- WhatsApp, RCS, and SMS working together to keep new sign-ups moving toward an active account.