Banking at the speed of growth: How Mercury scales lifecycle across products

Scalero partners with Mercury on a high-velocity lifecycle program spanning business banking and personal banking*, with a Customer.io workspace running dozens of concurrent campaigns and broadcasts.

Mercury is a radically different way to use money — engineered from the ground up to hold, move, and help business and personal banking customers truly understand their money like never before. Everything customers need is built in: cards, invoicing, bill pay, spend management, real-time insights, intelligent categorization. And because it all lives in one place, it gets smarter the more you use it — surfacing what customers need, when they need it, in ways a patchwork of tools never could.

As Mercury rolled out new products and expanded across customer segments, the lifecycle program had to keep pace: welcoming new customers, reactivating dormant ones, cross-selling between products, and supporting big strategic moments, all while keeping deliverability healthy at high volume.

Mercury's in-house lifecycle leaders needed a partner who could move at the speed of product launches without sacrificing rigor. Treasury, IO cards, security campaigns, referral programs: each one needed end-to-end support, fast.

Scalero works as an extension of Mercury's lifecycle team rather than an outside vendor. We build and launch new campaigns and broadcasts, support every major product rollout, and run the weekly performance reporting.

Results

• Migrated Mercury's email program from Marketo to Customer.io, cutting template build time in Design Studio from several hours to minutes per email.

• Build hundreds of emails with advanced personalization, reusable snippet libraries, and optimized alt text.

• Run a weekly deliverability diagnostic that compares delivered volume, bounce rates, and suppressions week over week, catching deviations before they affect inbox placement.

• A Personal Banking welcome series more than doubled its delivered volume in a single quarter.

• Dozens of new campaigns launched across Mercury's product lines, with broadcasts reaching six-figure send volumes.

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. The IO Card is issued by Patriot Bank, N.A., Member FDIC, pursuant to a license from Mastercard International Incorporated.