Sharesies Builds a Scalable Data Stack for a New Era of Wealth Engagement

Company Overview

Employees: ~150

Region: New Zealand

Industry: Fintech

Sharesies, a wealth development platform, makes investing accessible for everyone, whether investing $1 or $1,000,000. With an expanded product portfolio that includes insurance and savings, Sharesies needed a scalable data solution to unify customer insights, personalize engagement, and drive business outcomes. With expanding offerings in investments, insurance, and savings, Sharesies needed a scalable, real-time data infrastructure to:

• Unify fragmented customer insights from various data sources like website interactions, app usage, and financial transactions.
• Personalize customer engagement by integrating real-time behavioral data into marketing automation platforms like Braze.
• Enable data-driven decision-making by centralizing customer interactions in Snowflake for analysis and predictive modeling.
• Reduce engineering dependencies by streamlining event tracking and automated data pipelines.

The Challenge: Scaling Data Infrastructure in a Growing Fintech Platform

As Sharesies expanded from a single-product offering into a diversified platform for investing, saving, and insurance, it encountered growing complexity in how customer data was tracked, analyzed, and activated. Fragmented data across multiple tools made it difficult to understand user journeys holistically. Product and marketing teams lacked visibility into how customers transitioned between offerings, leading to missed engagement opportunities.

On top of that, every new marketing campaign required engineering support, slowing time-to-market and creating operational friction. Each product launch introduced additional tracking requirements, compounding scalability concerns. Sharesies needed a more flexible, real-time data infrastructure that would empower teams to independently access insights, experiment faster, and personalize experiences without relying on engineering for every initiative.

The Solution: RudderStack’s Composable Data Stack

To solve these challenges, Sharesies adopted RudderStack as the foundation of its data architecture. RudderStack enabled unified event tracking across all customer touchpoints and sent structured data directly to Snowflake, ensuring a consistent, reliable source of truth.

This integration gave Sharesies the ability to activate real-time behavioral data in Braze, powering personalized engagement at scale. Marketers could now trigger lifecycle campaigns and in-app messaging based on live customer actions, without waiting on engineering to build or maintain data pipelines. Meanwhile, the data team could confidently scale tracking across products and touchpoints with a warehouse-native infrastructure that eliminated data silos and manual stitching.

Why RudderStack Was the Right Fit

Sharesies selected RudderStack because it aligned with their modern data principles: flexibility, speed, and scalability. Its native integration with Snowflake made it easy to centralize data without syncing delays or duplication. RudderStack’s flexible event streaming supported rapid iteration, even as new product lines were added. And its real-time connections to Braze enabled automated, event-based marketing that felt timely and relevant.

Crucially, RudderStack offered a cost-effective and future-proof architecture, capable of scaling with Sharesies’ evolving needs—without increasing engineering overhead.

Results & Business Impact

Since implementing RudderStack, Sharesies has significantly streamlined data operations and accelerated its ability to act on customer insights.

Engineering teams no longer need to manually support every marketing workflow. Data is tracked automatically, cleanly structured, and available in Snowflake for analysis, segmentation, and campaign activation. As a result, Sharesies has improved engagement rates through real-time, personalized outreach and built a unified analytics layer across product and marketing.

The result is a more agile, data-driven organization. Teams across the company now collaborate from a shared understanding of the customer, enabling better product decisions, smarter marketing, and faster iteration cycles.

How Sharesies Uses RudderStack Today

Product analytics and journey tracking are now foundational to how Sharesies operates. With RudderStack, the team tracks user interactions across investing, savings, and insurance products to uncover drop-off points, optimize onboarding flows, and improve customer retention.

In marketing, behavioral data is streamed into Braze, powering automated messaging triggered by real-time actions. This includes personalized lifecycle campaigns, investment-based nudges, and even propensity-based offers, all delivered without writing custom integrations.

On the backend, Snowflake acts as the single source of truth. The data team builds dashboards, supports experimentation, and enables cross-functional access to reliable analytics—without blocking engineering sprints.

What the Team Is Saying

“The ability to track and connect customer data across our platform has been a game-changer. With RudderStack, we’re building a truly cohesive customer experience.”

— Jordan, Sharesies Data Team

What’s Next: Unlocking the Full Power of RudderStack

Looking ahead, Sharesies is expanding its RudderStack usage with Tracking Plans and the Data Catalog to improve governance and standardization. The team is also exploring RudderStack Profiles to enable churn prediction and more advanced personalization models.

As the company continues to grow, RudderStack remains at the core of its modern data stack—powering real-time analytics, cross-product insights, and the scalable delivery of personalized customer experiences.

“RudderStack is how we connect customer data across our platforms. It enables everything from marketing automation to advanced analytics and product insights. The flexibility and scalability have been game-changers for Sharesies.”
— Jordan, Sharesies Data Team