Challenge

Limited time + resources to run Annual Review campaigns.

Solution

• Bespoke September email campaign run by the Stryd Team
• Encouraged Open Banking connections via email, text and phone call
• Automated enrolment + scheduling support + Aussie based team

Results

• 56 Customers enrolled
• 86+ Calls made (incl. joint applicants)
• 10+ Open Banking connections
• 8+ Annual Reviews booked

Impact

• 1 client saved $14k/year by consolidating debt and refinancing
• $8k+ upfront commission generated for broker
• Stronger customer trust & retention
• 2 customers identified to buy new investment properties

Key Takeaway

Stryd Done For You = More reviews, better insights, real broker revenue - without extra workload.

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