H&R Block is a leading tax preparation company with three lines of business—H&R Block, Spruce, and Block Advisors—serving a broad and diverse customer base. Their challenge was delivering a high volume of targeted emails during tax season, but their previous approach lacked personalization and agility, making it hard to scale efficiently.

Our solution was to build a modular creative system that prioritized speed and scalability. It enabled us to create personalized, data-driven, and engaging emails that helped customers feel recognized and valued. As a result, we delivered over 303M emails, reached 18.2M engaged users, and increased click-through rates by 22%, leading to stronger conversions.