Looking to support marketers across sectors as they keep up with rapidly evolving customer behaviour,
CleverTap partnered with The Ortus Club to get their increase their platform adoption in Latin America.
CleverTap Case Study
CleverTap Expands Presence in Latin America with The Ortus Club
CleverTap is a global leader in the field of marketing technology, providing companies with the technology, strategies, and platforms to drive their marketing forward, gain 360-degree profiles of their customers, and foster customer loyalty.
Prior to this series of roundtables, The Ortus Club had already been a global partner for other regional organisations within CleverTap, having hosted events in EMEA, APAC, and the US in 2021 and 2022. Now, with a focus on Latin America, CleverTap looked to The Ortus Club to connect them with target accounts and deliver qualified leads as they had done on many occasions prior. The Ortus Club also has a track record of expertise, having hosted countless knowledge-sharing events with other leading organisations on marketing, customer experience, IT, data, product, and marketing technology—all fields CleverTap wanted to hone in on.
The CleverTap target brief: LATAM business leaders in marketing, IT, banking, and FSI. Titles included CMO, COO, CTO, Chief Strategy Officer, Chief Product Officer, Head of Customer Experience, Head of Growth, Head Of Marketing Communications, Director of Digital Marketing and Analytics, Head of CRM, and Head of Technology.
The project
The context
CleverTap are experts in helping consumer brands drive customer retention through their powerful mobile marketing solutions, centralising data from online and offline channels. Their machine-learning models are used by thousands every single day to orchestrate differentiated customer engagement strategies that help marketers drive omnichannel growth.
The challenge
The marketing field is undergoing a significant change due to rapidly evolving customer behaviours and preferences. Being one of the leading names in martech and retention, this presented the perfect opportunity for CleverTap to grow, create new partnerships, and enter new markets. In this case, CleverTap wanted, specifically, to grow their presence in Latin America.
Our solution
The Ortus Club has extensive experience hosting events in the region, having organised a number of roundtables in Brazil and Mexico in the past. This made for the perfect partnership as The Ortus Club continues to organise events for CleverTap in Latin America, with events in Brazil, Chile, Colombia, and Mexico planned out throughout 2023 and, most likely, beyond.
The participants
CleverTap and The Ortus Club mounted a series of knowledge-sharing events, where marketing, IT, product, and growth leaders from a number of different industries could discuss the impact of personalisation on consumer behaviour and business growth, and, ultimately, for CleverTap to exhibit their efficacy in facilitating this transformation.
Notable participants included:
- CTO of Kueski
- CTO of UnDosTres
- CTO & CIO of Lojas Eskala
- Partner & CMO of Genial Investimentos
- Chief Strategy Officer of Flash
- Chief Technology Officer of Paketá Crédito
- CMO of FinanZero
- Founder & CTO of SunDevs Inc
- CMO & COO of Livelo Brasil
- CMO & Chief Strategy Officer of Westwing Comercio Varejista
- Chief Product Officer of J17 Bank
- Chief Strategy, Product, and Performance Officer of CASHU
The moderators
The Ortus Club enlisted only experts in the field of marketing and marketing technology serve as moderator, enhancing the events and driving energetic discussions and active involvement.
The moderators were:
- Chief Innovation Strategist of SkyTel Cloud, Mexico
- National Marketing Director of nima Educação, Brazil
- CMO of Fundación Ciudad Sostenible, Colombia
- Regional Marketing Director of Coface, Latin America
The experience
In-person event guests were treated to the finest locations specially curated by The Ortus Club.
Top venues included:
- Saks Polanco, Mexico City, Mexico
- Los Galenos, Bogota, Colombia
- Palacio Tangará, São Paulo, Brazil
- NB Steak House, São Paulo, Brazil
- Figueira Rubaiyat, São Paulo, Brazil
The results
CleverTap, with the assistance of The Ortus Club, was able to expand its presence and reach in the Latin American region through a series of intimate executive knowledge-sharing events.
From December 2022 to April 2023, the two companies hosted 5 in-person events across Brazil, Colombia, and Mexico. The Ortus Club was able to engage 82 senior executives across the three locations, hosting 53 at their roundtable dinners.
In the short span of 5 months, a total of 47 follow-up meetings were organised by The Ortus Club, allowing CleveTap to take the reins push these newly acquired qualified leads through their funnel. Executives expressed a heightened interest in CleverTap’s platform, recognising its potential to augment their personalisation efforts, foster loyalty, and drive long-term growth. There was a significant uptick in CleverTap’s demonstration requests and platform trials following the roundtables, indicating a positive response to the discussions and a clear interest in the platform.
In conclusion, the executive roundtables organised by The Ortus Club on behalf of CleverTap were hugely successful. Not only did they offer valuable insights into the transformative power of personalisation in marketing, but they also showcased CleverTap’s robust capabilities in this arena. As businesses continue to navigate the dynamic digital landscape, the significance of platforms like CleverTap that offer effective personalisation tools is becoming increasingly apparent.
“I would like to thank the organizers for inviting me. It was an incredible opportunity to learn from experts in the field.
The debate and arguments were rich and stimulating, and I am very grateful to have had the opportunity to share ideas with such talented and inspiring people.’
– CMO of FinanZero
Client
5
Events
LATAM
Region
3
Countries
5
Months timeline
Martech
Industry
The client: about AWS
At the beginning of 2022, AWS sought to provide business leaders across APAC with critical insights on the benefits of their cloud, AI/ML, and metaverse solutions in optimising operations and driving revenue. To accomplish this objective, AWS partnered with The Ortus Club, to support their B2B lead generation.
Prior to the campaign, AWS and The Ortus Club collaborated in 2020 and 2021 to drive the IT giant’s outreach efforts in enterprise analytics and remote customer engagement. Over the last three years, The Ortus Club also worked closely with other leading organisations for their cloud integration, fintech, and customer experience efforts. These Ortus-powered ventures generated multiple long-term leads for each business through what The Ortus Club knew and did best: knowledge sharing.
The AWS target brief: APAC business leaders in IT, data, BFSI, BPO, professional services, consumer electronics, retail and wholesale, CPG, telecommunications, and healthcare. Titles included CEO, COO, CISO, CFO, CTO, and VP, Head, and Director of Information Security, Data, Digital Transformation, Innovation, Finance, and CX.
CleverTap Expands Presence in
Latin America with The Ortus Club
CleverTap is a global leader in the field of marketing technology, providing companies with the technology, strategies, and platforms to drive their marketing forward, gain 360-degree profiles of their customers, and foster customer loyalty.
Prior to this series of roundtables, The Ortus Club had already been a global partner for other regional organisations within CleverTap, having hosted events in EMEA, APAC, and the US in 2021 and 2022. Now, with a focus on Latin America, CleverTap looked to The Ortus Club to connect them with target accounts and deliver qualified leads as they had done on many occasions prior. The Ortus Club also has a track record of expertise, having hosted countless knowledge-sharing events with other leading organisations on marketing, customer experience, IT, data, product, and marketing technology—all fields CleverTap wanted to hone in on.
The CleverTap target brief: LATAM business leaders in marketing, IT, banking, and FSI. Titles included CMO, COO, CTO, Chief Strategy Officer, Chief Product Officer, Head of Customer Experience, Head of Growth, Head Of Marketing Communications, Director of Digital Marketing and Analytics, Head of CRM, and Head of Technology.
The project
The context
CleverTap are experts in helping consumer brands drive customer retention through their powerful mobile marketing solutions, centralising data from online and offline channels. Their machine-learning models are used by thousands every single day to orchestrate differentiated customer engagement strategies that help marketers drive omnichannel growth.
The challenge
The marketing field is undergoing a significant change due to rapidly evolving customer behaviours and preferences. Being one of the leading names in martech and retention, this presented the perfect opportunity for CleverTap to grow, create new partnerships, and enter new markets. In this case, CleverTap wanted, specifically, to grow their presence in Latin America.
Our solution
The Ortus Club has extensive experience hosting events in the region, having organised a number of roundtables in Brazil and Mexico in the past. This made for the perfect partnership as The Ortus Club continues to organise events for CleverTap in Latin America, with events in Brazil, Chile, Colombia, and Mexico planned out throughout 2023 and, most likely, beyond.
The participants
CleverTap and The Ortus Club mounted a series of knowledge-sharing events, where marketing, IT, product, and growth leaders from a number of different industries could discuss the impact of personalisation on consumer behaviour and business growth, and, ultimately, for CleverTap to exhibit their efficacy in facilitating this transformation.
Notable participants included:
- CTO of Kueski
- CTO of UnDosTres
- CTO & CIO of Lojas Eskala
- Partner & CMO of Genial Investimentos
- Chief Strategy Officer of Flash
- Chief Technology Officer of Paketá Crédito
- CMO of FinanZero
- Founder & CTO of SunDevs Inc
- CMO & COO of Livelo Brasil
- CMO & Chief Strategy Officer of Westwing Comercio Varejista
- Chief Product Officer of J17 Bank
- Chief Strategy, Product, and Performance Officer of CASHU
The moderators
The Ortus Club enlisted only experts in the field of marketing and marketing technology serve as moderator, enhancing the events and driving energetic discussions and active involvement.
The moderators were:
- Chief Innovation Strategist of SkyTel Cloud, Mexico
- National Marketing Director of nima Educação, Brazil
- CMO of Fundación Ciudad Sostenible, Colombia
- Regional Marketing Director of Coface, Latin America
The experience
In-person event guests were treated to the finest locations specially curated by The Ortus Club.
Top venues included:
- Saks Polanco, Mexico City, Mexico
- Los Galenos, Bogota, Colombia
- Palacio Tangará, São Paulo, Brazil
- NB Steak House, São Paulo, Brazil
- Figueira Rubaiyat, São Paulo, Brazil
The results
The Ortus Club helped AWS expand its advocacy, reach hundreds of top-level decision-makers, and successfully mount 16 knowledge-sharing events within the Asia-Pacific region.
From February to November 2022, both companies hosted 7 in-person events across 3 major cities and 9 virtual events for business leaders within APAC. Overall, The Ortus Club engaged 206 senior executives, meeting 165 throughout a series of roundtables and masterclasses, and saw an attendance rate of 81.8%: 74.4% for in-person events and 86.3% for virtual events.
At the end of this 9-month-long project, The Ortus Club and AWS yielded over 50 follow-up contacts from attendees, who requested that AWS assess their existing cloud-driven business development strategies and provide long-term solutions.
Following the success of this collaboration, AWS will continue working The Ortus Club in 2023, aiming to explore even better opportunities to connect worldwide. Currently, they have 10 events slotted for APAC and other regions, with talks of more on the way.
3
major
cities
82
executives
engaged
53
confirmed
attendees
64.6%
attendance
rate
47
post-event attendee follow-ups
The results
CleverTap, with the assistance of The Ortus Club, was able to expand its presence and reach in the Latin American region through a series of intimate executive knowledge-sharing events.
From December 2022 to April 2023, the two companies hosted 5 in-person events across Brazil, Colombia, and Mexico. The Ortus Club was able to engage 82 senior executives across the three locations, hosting 53 at their roundtable dinners.
In the short span of 5 months, a total of 47 follow-up meetings were organised by The Ortus Club, allowing CleveTap to take the reins push these newly acquired qualified leads through their funnel. Executives expressed a heightened interest in CleverTap’s platform, recognising its potential to augment their personalisation efforts, foster loyalty, and drive long-term growth. There was a significant uptick in CleverTap’s demonstration requests and platform trials following the roundtables, indicating a positive response to the discussions and a clear interest in the platform.
In conclusion, the executive roundtables organised by The Ortus Club on behalf of CleverTap were hugely successful. Not only did they offer valuable insights into the transformative power of personalisation in marketing, but they also showcased CleverTap’s robust capabilities in this arena. As businesses continue to navigate the dynamic digital landscape, the significance of platforms like CleverTap that offer effective personalisation tools is becoming increasingly apparent.
“I would like to thank the organizers for inviting me.
It was an incredible opportunity to learn
from experts in the field.
The debate and arguments were rich and stimulating,
and I am very grateful to have had the opportunity
to share ideas with such talented and inspiring people.’
– CMO of FinanZero