How Nexo optimized data collection with VertoDigital and Twilio Segment, saving $125k and boosting performance by 100%
Time to read: 5 minutes
Challenge
Nexo, a premier digital assets wealth platform, wanted to optimize its marketing technology (MarTech) stack, enhance data-driven decision-making, and scale its operations while maintaining compliance and staying competitive in the fast-moving crypto industry.
Solution
Partnering with VertoDigital and integrating Twilio Segment helped Nexo save $125K annually in operational costs, while doubling data processing performance and boosting marketing, engagement, and efficiency.
Imagine running a fintech or wealth platform for digital assets where vast amounts of MarTech data from trading platforms, wallets, and blockchain networks are scattered across different silos.
This was Nexo’s reality. As a global leader in the crypto space, Nexo was managing disparate data systems. Customer interactions were fragmented across websites, apps, and other platforms, and the data sources simply weren’t speaking to each other.
The stakes were high. Nexo needed a solution to integrate data and scale marketing operations.
“Fragmented data and manual processes were slowing down our marketing operations, making it difficult to scale efficiently or execute at pace. We’ve since initiated a structured audit, defined next steps, and are building towards a full-stack setup to support operational excellence for our marketing team."
Choosing VertoDigital as the trusted partner to navigate complex data challenges and unlock growth
Enter VertoDigital, experts in data integration and governance. Understanding the unique challenges in the crypto space, VertoDigital partnered with Nexo to implement Twilio Segment, a unified customer data platform (CDP). This centralized platform would bring together data from across all touchpoints into one unified system, helping Nexo streamline its data management and enhance operational efficiency.
At VertoDigital, data is more than just a collection of numbers - it's the fuel that drives smarter decisions, better customer experiences, and scalable growth. When Nexo found itself toiling with fragmented data and complex compliance requirements, VertoDigital stepped in as the partner they needed.
What sets VertoDigital apart is their personalized approach and understanding of the unique challenges each business faces and tailoring solutions to match. They don’t just integrate systems; they enable businesses to unlock their data's full potential by offering a seamless, secure flow of insights that fuel smarter, faster decisions.
By focusing on compliance, data quality, and personalization, VertoDigital has proven to be an invaluable partner for companies in fast-moving sectors like crypto and fintech. Their ability to turn complex data into a strategic advantage is what keeps businesses like Nexo moving forward with confidence and clarity.
“Twilio Segment helped us deliver a seamless data solution that met Nexo’s operational needs and integrated smoothly with their end-platforms, ensuring the flow of data was accurate and efficient.”
Nexo’s journey to a fully unified, compliant data system that empowers real-time decisions
As Nexo grew, the volume and complexity of data naturally increased. To continue delivering seamless experiences at scale, the team needed more integrated tools and streamlined processes. With data spread across multiple platforms, achieving a unified, real-time view of the customer became a key priority for driving faster decisions and sustained growth.
The engineering team was overwhelmed with custom-built data pipelines and third-party integrations, preventing focus on higher-priority tasks. Without automation, data flow into critical systems like analytics and marketing tools was inefficient, causing delays across the business.
Finally, To unlock the next level of internal marketing effectiveness and agility, Nexo recognized the need for accurate, unified data. Fragmented systems and inconsistent inputs weren’t just a technical issue - they were slowing execution, limiting visibility, and constraining the team’s ability to scale. The mission was clear: simplify complexity and improve customer insights.
"The integration of Segment gave us the tools to optimize marketing and engagement, making every customer interaction more impactful."
How Nexo boosted efficiency, saved $125K annually, and enhanced data collection and operations practices with Twilio Segment
- By implementing Twilio Segment with VertoDigital’s guidance, Nexo improved its operational efficiency, compliance, and drove scalable growth.
Teams now had real-time, unified insights into their customers, which meant faster, better decisions. No more manually piecing together data from different platforms.
With a single, accurate view of customer data, Nexo can now offer a personalized experience, leading to higher satisfaction and greater customer loyalty.
The unified infrastructure enabled Nexo to scale without the looming worry of data inconsistencies or compliance risks. As the company grew, so did its ability to manage increasing data complexity, with minimal friction.
Nexo could now rest easy knowing their data pipelines were built with compliance in mind, strengthening their reputation with both customers and regulators.
With Twilio Segment, Nexo’s team could move faster, make better decisions, and offer a more personalized experience for their users.
They eliminated manual processes and ensured that data tracking was accurate and consistent across the board, breaking down the silos that were hindering Nexo’s growth.
Segment’s automated data flow to key systems like analytics and marketing platforms helped Nexo not just collect insights but distribute them seamlessly across the business, enabling real-time decision-making.
Compliance was top of mind, and Segment’s Protocols ensured that only clean, compliant data was processed, adhering to global standards like GDPR and AML.
Here’s how things changed:
$125,000 saved annually: Consolidating platforms and reducing the engineering resources required to maintain them freed up budget for reinvestment into growth.
100% performance improvement: Faster load times on Nexo’s app and platform improved the user experience, driving higher user satisfaction and engagement.
Time saved on debugging: A centralized data and event tracking system drastically reduced troubleshooting time, allowing the team to focus on innovation.
Faster integrations: Nexo could now quickly test and implement new platforms, keeping them agile in the fast-moving crypto space.
Future-proofing growth and setting the stage for smarter marketing and personalized customer experiences
With Twilio Segment as the backbone of their data operations, Nexo is poised for the future. They’re focused on using data to drive even more value across key areas:
Optimising marketing: Nexo can further refine its marketing efforts, leveraging data-driven advertising and retargeting strategies.
Product analytics: Tools like Amplitude and Mixpanel will provide deeper insights into user behaviour, helping Nexo refine its offerings.
Machine learning: Nexo plans to use Segment’s data to build a recommendation engine that personalizes product suggestions and boosts customer engagement.
Nexo’s journey highlights the power of data unification. By centralising their data, they’ve improved operational efficiency, delivered personalized experiences, and enhanced their competitive edge. Integrating Twilio’s suite of products will fuel their future marketing, product analytics, and machine learning initiatives.
Reverse ETL will send enriched customer data back into CRM and marketing platforms, enabling highly targeted campaigns and refining user journeys for greater impact.
Identity Resolution will consolidate fragmented data into unified profiles, improving segmentation and enabling more precise targeting. Profile Sync will ensure real-time updates, optimising engagement across every touchpoint.
Event-Triggered Journeys and Linked Audiences will allow Nexo to deliver real-time, personalized communications, optimizing user journeys and improving retargeting for better engagement and conversion.
As Nexo progresses with product analytics and machine learning, Predictions and Recommendations will forecast behaviour, helping identify high-conversion users and churn risks, while enabling up-sell and cross-sell opportunities.
"At VertoDigital, our goal is always to simplify complex systems. With Nexo, we successfully unified their data infrastructure, empowering them to make faster, more accurate decisions and enhance their overall business performance."
The power of expert partners and fuelling data-driven transformation
Nexo’s transformation wasn’t just about implementing a new platform, it was about partnering with VertoDigital, experts in connecting complex systems seamlessly. VertoDigital played a crucial role in integrating Twilio Segment into Nexo’s infrastructure, aligning it with both business goals and compliance requirements.
Through this partnership, Nexo overcame the data challenges that had previously slowed them down. No longer bogged down by data disorder, their teams could now focus on what truly mattered: growing the business and creating more value for their customers.
What can we learn from Nexo’s journey? In today’s fast-paced, data-driven world, having a unified data infrastructure is essential for scalability, compliance, and delivering exceptional customer experiences. Whether in crypto, fintech, or any other industry with complex data needs, the right tools and partnerships unlock new growth and efficiency.
For companies facing similar challenges, the key is partnering with the right experts to navigate the complexities and empower your business to thrive.
