Melanie Hagen
Technical Project Manager, Lifecycle Marketing
Beyond the Signature: Automating Personalized Introductions with Braze Catalogs
How do you scale a white glove approach to an online mortgage process while minimizing manual effort? In this session, we'll explore how SoFi turned this dream into a scalable reality using Braze Catalogs. We'll cover how we bridged the gap between static spreadsheets and dynamic emails using a Hightouch sync, how we maintained cross-departmental data ownership, and how we leveraged Movable Ink to integrate headshots seamlessly. Join us to learn how this campaign streamlined operations and drove increases in engagement and loan funding, proving personalization can be automated and impactful.