Case Study: Choice Broking achieves a 50% uplift in KYC conversions by bridging the digital-physical divide

Key results

The challenge

Choice Broking wanted to improve KYC completion and conversion rates across a large base of investors and traders while reserving manual relationship-manager outreach for where it added the most value.

The solution

Choice Broking deployed an automated multi-channel KYC flow through MoEngage, handing cases back to relationship managers for final conversion and shifting toward a service-on-demand model.

The results, in context

MoEngage reports Choice Broking achieved a 50% uplift in KYC conversions, a 19% uplift in conversion rate, and a 22-30% increase in engagement. Figures are quoted from the published MoEngage case study and dated at review.

Products used