How SAVY doubled loan conversions with Omnisend

Why SAVY chose Omnisend

Before using Omnisend, SAVY relied on separate platforms for email and SMS but faced critical limitations. Email design was clunky and rigid, while their SMS provider lacked performance tracking.

“We used other platforms before, but we faced some challenges,” said Justina Kelminskė, Head of Marketing at SAVY. “With our previous SMS platform, we struggled with limited functionality and lacked visibility into the impact of our actions due to missing reports. For email campaigns, we weren’t satisfied with the design and functionality — they didn’t offer the flexibility we needed.”

What made Omnisend stand out was its intuitive email builder, reliable performance tracking, flexible segmentation, and seamless automation builder.

“We particularly value the ability to segment our audience in great detail and create targeted campaigns,” said Justina. “The convenient automation builder has streamlined our process, allowing us to automate customer interactions seamlessly. Plus, Omnisend’s customer support has been invaluable — it’s one of the best we’ve encountered.”

A different kind of omnichannel marketing

Omnisend’s ecommerce-ready templates were originally designed for product promotions and fast-paced sales cycles. But SAVY has successfully adapted them to fit its very different model — one centered on educating and building trust with its customers.

“As a financial services company, our approach differs from traditional ecommerce,” Justina explained. “Instead of pushing immediate purchases, we focus on providing detailed information and guidance. Our goal is to support informed decisions.”

SAVY uses email and SMS marketing as primary communication channels, with plans to introduce push notifications as a third layer. These channels are used for everything from onboarding and reminders for loan customers, to updates and offers for active investors. And rather than relying on flashy subject lines or quick offers, SAVY leans into helpful, high-value content.

“We’ve noticed that short, direct offer emails often lead to disengagement, even when the offer itself is strong,” said Justina. “What has worked well is offering valuable information — advice, education, or even curated lists of ideas. This kind of content has helped us double loan conversions in many cases.”

Loans sold by year

For investors, the team runs consistent email campaigns to share open investment opportunities. These campaigns have become an essential part of its operational rhythm and contribute directly to faster loan financing.

Real results with measurable impact

SAVY’s commitment to thoughtful content and strategic communication has paid off. Its email open rates consistently stay above 30%, and since July 2024 — when Justina joined the team as Head of Marketing — click-through rates have seen a notable lift. The team attributes this to stronger messaging and more visually engaging emails created through Omnisend.

Open and click rates

Another major improvement came after SAVY upgraded to Omnisend’s Pro plan. While SMS messages on the platform were slightly more expensive per message than their previous provider, the overall setup and the bonus SMS credits each month (equal to the monthly plan price) helped the company save money in the long run.

“With the Pro plan, we received bonus credits for SMS, and even though the cost per SMS is a bit higher, the overall change has helped us save around 400 EUR per month,” said Justina.

SAVY also emphasizes the role Omnisend plays in connecting with customers across channels and nurturing long-term relationships. “We believe that our communication brings significant value to the business, and Omnisend is the key tool we use to reach our audience,” she shared.

What comes next

SAVY is only just getting started with omnichannel marketing. The team has already begun collecting subscribers for push notifications and plans to launch automated campaigns through this channel in the near future. Building on the lessons from email and SMS, they plan to use push as another way to deliver helpful, timely messages that serve the customer rather than pressure them.

Push notifications subscribers

“Our main goal is to start running push notification campaigns and build automated journeys based on the insights we’ve gained from our email communication,” said Justina. “We want to be useful, to guide and share, while also letting customers know that we’re always ready to help when they need us.”

Advice for other financial services companies

SAVY believes more financial brands could benefit from a thoughtful, customer-first approach to digital marketing — and Omnisend is the right tool to support it.

“Our experience with Omnisend has been highly rewarding. The platform offers powerful features that have streamlined our email and SMS campaigns, provided us with valuable insights, and helped us build stronger relationships with our audience.”

For other companies in the financial sector, SAVY shares this message: We highly recommend Omnisend — not just for the tools, but also for their excellent customer service.“