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NerdWallet: User Journeys

NerdWallet: User Journeys

CRM helped power key moments in NerdWallet’s user journeys, from boosting app downloads to increasing NerdWallet+ subscriptions. I relied on consumer data and testing to shape copy that felt intuitive and helpful at every step. With compelling, action-oriented messaging, we saw CTRs climb by an average of 5–10%.

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Personal Finance Onboarding Concepts

App Download Value Prop Testing

NerdWallet+ Freemium Rollout