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Accelerating go-to-market for INVEX NOW, the digital bank

ClientINVEX Banco
SectorDigital bank · Mexico
PlayThink · Build · Sell
Result+200% conversion vs BAU
NOW · INVEX
( 01 · the challenge )

Capturing the retail market with zero physical branches

INVEX, solid in corporate banking, spotted a latent opportunity in retail.

The traditional model demanded a branch network to acquire customers at scale: a capital outlay and a timeline the market no longer allows.

The challenge was to conceive, design and launch a financial offer attractive and scalable enough to compete with fintechs, leveraging the bank’s core without inheriting its inertia.

NOW app, balance and transactions
NOW app, balance and transactions
Debit card and acquisition piece
Debit card and acquisition piece
( result )
+200%Conversion vs the traditional model
+120%User acquisition
72%Activation rate

NOW landed as Mexico’s first neobank and as a new revenue line for the institution.

( 02 · think · the decision )

A digital-native model outside the core, with banking security and fintech speed

We broke with traditional banking and built a neobank from zero, designed for young customers.

We turned that value proposition into a real go-to-market, with an activation strategy that gave the brand life and guided every phase of attraction and adoption.

We started from the new operating model and its capabilities, and only then from the technical infrastructure.

Onboarding in the user’s hand
Onboarding in the user’s hand
Acquisition site, desktop and mobile
Acquisition site, desktop and mobile
( 03 · build · what we built )

A complete digital ecosystem for fast, user-centred banking

01
User research and archetypes

Pain points and consumption habits analysed to design a value proposition with 90%+ acceptance.

02
Experience design

A registration flow and mobile interface that are intuitive, fast and tuned to the segment’s digital behaviour.

03
End-to-end digital product

The NOW app, with debit balance, wallet, goal tracking and transaction history.

04
Go-to-market and growth

Commercial plan, digital funnel optimisation and an acquisition operating model to capture at scale from launch day.

05
Activation strategy

We led the RFP for strategic partners and shipped segmented communications for frictionless onboarding. Three years of continuous operation iterating the model.

NOW cards, debit and credit
NOW cards, debit and credit
Brand and acquisition content
Brand and acquisition content
Digital enrolment flow
Digital enrolment flow
( 04 · sell · the activation )

Operational speed, balanced between user experience and regulatory compliance

To guarantee an agile technical integration, we started with the operating model.

That let us synchronise traditional banking infrastructure with a fluid customer experience and a secure, intuitive digital enrolment.

The project ended by turning a strategic vision into a digital growth engine for the institution.

NOW credit card application
NOW credit card application
NOW by INVEX brand launch
NOW by INVEX brand launch
( next case )
SanofiSanofiSee the case
Health & pharma · Mexico · Sell

Digital media turned into real sales, on 48% less spend.

+11%Sales growth vs 2024−48%Media investment+508%ATC upside, Gelicart
( one question )

Which number do you need to move this quarter?

Tell us the target. We tell you which play moves it, and when.

Let’s talk