---
title: "A bottom sheet nudge on the SIP screen did what months of push notifications could not"
company: "Dezerv"
industry: "Fintech"
canonical: "https://www.digia.tech/case-study/dezerv"
---

# A bottom sheet nudge on the SIP screen did what months of push notifications could not

Dezerv used Digia Engage to run contextual in-app nudges, inline banners, and A/B tested onboarding flows without waiting on app releases.

## About Dezerv

Dezerv manages over $850M in assets for professionals and high net worth investors in India. Founded by ex-IIFL Wealth executives and backed by Premji Invest, Accel, and Elevation Capital, the platform runs AI-powered portfolio construction, real time tracking, and a growing set of self-serve investment flows.

- $57M+ raised from Premji Invest, Accel, Elevation, and Matrix
- $850M+ in AUM
- AI-powered personalised investing with real time tracking

## The Challenge

Dezerv's product team had a list of high-conviction ideas they could not ship fast enough. They wanted to nudge users toward SIP top-ups at the right moment, surface contextual tips inside the portfolio screen, and run quick copy experiments on investment flows. But every one of these required a native build, QA cycle, and app store review.

- A simple tooltip change on the SIP confirmation screen took the same release effort as a full feature launch.
- The growth team could not test anything without filing an engineering ticket.
- Most ideas sat in the backlog. The ones that shipped arrived weeks late, after the market context had moved on.

## The Solution

Dezerv plugged Digia Engage into their existing app and started running in-app experiences from the dashboard on day one.

- A bottom sheet nudge on the SIP screen: when a user completed SIP setup but had not opted into auto top-up, a bottom sheet appeared with a one-tap option to enable it. Published in under an hour, no app update needed.
- Contextual tooltips inside the portfolio view that explain asset allocation in plain language, triggered when a user opens holdings after a market move.
- Inline banners on the dashboard promoting new fund options, swapped out weekly by the marketing team without touching code.
- A/B tested onboarding nudges that guide new users through their first investment. The team ran four copy variants in a single week and rolled back underperformers the same afternoon.

## Results

- $250K+ in new digital collections — the bottom sheet nudge on SIP top-ups opened an automated collection channel, replacing manual outreach by relationship managers.
- 40% increase in developer efficiency — SIP flow shipped in 2 weeks instead of a month.
- Multiple copy and layout variants tested per week — underperformers reverted in real time without engineering tickets.
- Zero app store delays — new flows, copy changes, and nudges go live instantly.

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*Read the full case study at [https://www.digia.tech/case-study/dezerv](https://www.digia.tech/case-study/dezerv)*