FinTech

Local Food Bank — Automated Storytelling Boosts Recurring Donations by 15%

Local Food Bank — Automated Storytelling Boosts Recurring Donations by 15% From Stories to Sustainers: Automated Impact Updates Drive Growth in Monthly Giving Executive Summary Client: A community-based Food Bank supporting low-income families with fresh groceries, meal kits, and nutrition programs. Challenge: The monthly giving program was stagnant, with limited donor engagement and declining retention […]

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Automated form-to-CRM

Form-to-Meeting in Minutes From 6 Hours to 3 Minutes: +25% Attended Demos After “Request a Demo” Automation. Executive Summary Client: Growth-stage FinTech platform receiving high volumes of “Request a Demo” submissions across multiple product pages. Challenge: Average follow-up took 6 hours, leading to cooled intent, preventable no‑shows, and inconsistent ownership. Solution: Automated form-to-CRM ingestion with

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