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MOENGAGE FOR FINANCIAL SERVICES
MoEngage is purpose-built to enable finance brands to rapidly adapt to evolving customer expectations. Say goodbye to dependencies and overheads associated with redundant legacy technology platforms. Revolutionize your brand’s presence in the digital-first world with our agile, security-first solution built for the Financial Service industry.
Meet your offline customers across digital touch points with curated digital experiences and drive digital adoption.
Increase your mobile app's active customer base. Simplify onboarding, reduce KYC drop-offs, and increase transaction frequency with contextual nudges, personalized offers, and reminders.
Send timely renewal alerts and new product recommendations – save agent/call center costs and boost upsells and cross-sells.
Improve the stickiness of your digital broking platforms through contextual communication, timely updates, and relevant financial education.
Use one API to create and send your service messages across different channels. Ensure critical alerts are delivered without failure.
Unify and analyze data, automate personalized campaigns on mobile apps and websites, and send service messages – all using a single platform.
Seamlessly activate data from data warehouses & data lakes, with secure data ingestion through SDKs, APIs, and SFTP file encryption.
Secure customer PII with encryption and masking. Encrypt and secure SDKs on end-users’ devices. Control access with two-factor authentication, IP whitelisting, and identity management. And your data stays in local data centers!
Sherpa, our Predictive AI, and Merlin, our Generative AI lets you optimize cross-channel marketing campaigns by identifying your customers’ preferred channel, best time to engage, and even the message that’s most likely to resonate with them.
Get proactive insights about your customer’s behavior, preferences, journey, and friction points. And let AI dynamically group your customers based on real-time analysis of their behavior, history, likes, affinities, and other attributes.
Before MoEngage, our onboarding was fragmented with separate communications and drop-off points. Using MoEngage Flows, we streamlined everything into a single, trackable flow, making modifications easy. This change drove a significant 29% uplift in our onboarding journey.
Raktim Talukdar
Senior Manager, Growth Marketing, Razorpay
We saw a significant impact on our revenue metrics, within the first nine months of onboarding MoEngage. The platform integrated smartly and seamlessly with our system and automated the entire process- with zero manual efforts. With MoEngage, we were able to execute drop-off management for our digital PL product successfully by cueing us into what stages customers were dropping off at and retargeting them effectively. Currently, we are experiencing a 20% increase in revenue, month-on-month, on an average.
Dheeraj Mali
Head- Digital Marketing, Piramal Finance
Being the country’s largest digital marketplace, technology is at the forefront of all our key decisions at Policybazaar. We are a team of extremely data-driven people and were looking for a marketing automation tool that could not only help us bring advanced customer journeys to life but also offer a robust analytics engine. MoEngage delivered on all those fronts and also provided the capability of tapping into a plethora of insights that we could use to optimize our campaigns efficiently.
Shubham Chaudhary
Senior Product Manager, PolicyBazaar
Our business objective was apparent - how do we get our target audience to come to us and stay for a long time? To facilitate this, we wanted a one-stop, integrated platform that could take care of everything from customer acquisition to engagement and long-term retention.
Ajay Dusane
Chief Growth Officer at Samco Securities Ltd.
MoEngage drives personalization at IndusInd Bank. We have a lot of customer data and can seamlessly integrate that intelligence into MoEngage. This enables us to create real-time communications relevant to the customer persona by integrating our data warehouses and MoEngage’s engagement platform. The result: We’ve been able to execute contextual, highly relevant personalized campaigns in minutes.
Charu Mathur
Head- Business and Strategy, IndusInd Bank
Using MoEngage, we sent targeted campaigns to those who weren’t transacting digitally, urging them to pay their dues online. As a result, we saw over 4.5 lakh customers onboarded to digital payments, more than ₹123+ Crores of EMI collected and a jump in conversions from digital channels from just 2% to 18%!
Sriram Srinivasan
Head Of Digital Banking
MoEngage Inform has freed up our engineering bandwidth, allows us to invest resources in the most critical problems, and go to market fast.
Anand Madanapalle Sridhar
Associate Director, Product Management, Zeta
What stands out most is the sense of shared ownership toward our goals; it feels like we are working together as one team. With MoEngage, we've not only fostered collaboration but also achieved a remarkable 93% decrease in the go-live time for complex campaigns. We look forward to continuing this journey and reaching even greater milestones together.
Ankita Mishra
Senior Manager - MarTech at TATA AIG General Insurance
MoEngage’s best-in-class technology helps us engage with our customer base in real-time, from customer onboarding to timely renewals. Data-driven decision-making is core to our operations, and MoEngage’s advanced data management, analytical, and engagement capabilities help us move in the right direction with the help of data.
Rathik Pathak
AVP- Marketing
Before MoEngage, our onboarding was fragmented with separate communications and drop-off points. Using MoEngage Flows, we streamlined everything into a single, trackable flow, making modifications easy. This change drove a significant 29% uplift in our onboarding journey.
Raktim Talukdar
Senior Manager, Growth Marketing, Razorpay
We saw a significant impact on our revenue metrics, within the first nine months of onboarding MoEngage. The platform integrated smartly and seamlessly with our system and automated the entire process- with zero manual efforts. With MoEngage, we were able to execute drop-off management for our digital PL product successfully by cueing us into what stages customers were dropping off at and retargeting them effectively. Currently, we are experiencing a 20% increase in revenue, month-on-month, on an average.
Dheeraj Mali
Head- Digital Marketing, Piramal Finance
Being the country’s largest digital marketplace, technology is at the forefront of all our key decisions at Policybazaar. We are a team of extremely data-driven people and were looking for a marketing automation tool that could not only help us bring advanced customer journeys to life but also offer a robust analytics engine. MoEngage delivered on all those fronts and also provided the capability of tapping into a plethora of insights that we could use to optimize our campaigns efficiently.
Shubham Chaudhary
Senior Product Manager, PolicyBazaar
Our business objective was apparent - how do we get our target audience to come to us and stay for a long time? To facilitate this, we wanted a one-stop, integrated platform that could take care of everything from customer acquisition to engagement and long-term retention.
Ajay Dusane
Chief Growth Officer at Samco Securities Ltd.
When we decided to use WhatsApp as a channel to communicate with our customers, we quickly realized how easy it is to engage with them. The ease of integration and the ease of use of the channel helped us create awareness for our products and what customers can get from them.
Aseem Sharma
Head of Growth, Navi
“MoEngage provides an easy way-out to create complex user-segments with so much ease for different campaigns which largely helps in driving high conversion rates and moving other important BAU numbers.”
Shivangini Agarwal
Asst. Brand Manager, CoinDCX
One of the biggest challenges was streamlining our communication. MoEngage’s insights-led engagement platform coupled with an efficient email suite enabled us to consolidate customer attributes in one centralized view and send effective email communication to our customers.
Hitarth Saini
Head Of Marketing, Freo
Our aim at Tickertape is to build a comprehensive investment ecosystem where individual and retail investors can better manage their finances, provide them access to tools, and encourage knowledge sharing. We're delighted to partner with MoEngage and leverage their insights-led capabilities, particularly in-app communication, to drive meaningful engagement. We’re already seeing great results, viz. improvement of CTRs from 2% to ~11%!
Manish Bansal
VP, Growth and Marketing
Before MoEngage, our onboarding was fragmented with separate communications and drop-off points. Using MoEngage Flows, we streamlined everything into a single, trackable flow, making modifications easy. This change drove a significant 29% uplift in our onboarding journey.
Raktim Talukdar
Senior Manager, Growth Marketing, Razorpay
We saw a significant impact on our revenue metrics, within the first nine months of onboarding MoEngage. The platform integrated smartly and seamlessly with our system and automated the entire process- with zero manual efforts. With MoEngage, we were able to execute drop-off management for our digital PL product successfully by cueing us into what stages customers were dropping off at and retargeting them effectively. Currently, we are experiencing a 20% increase in revenue, month-on-month, on an average.
Dheeraj Mali
Head- Digital Marketing, Piramal Finance
Being the country’s largest digital marketplace, technology is at the forefront of all our key decisions at Policybazaar. We are a team of extremely data-driven people and were looking for a marketing automation tool that could not only help us bring advanced customer journeys to life but also offer a robust analytics engine. MoEngage delivered on all those fronts and also provided the capability of tapping into a plethora of insights that we could use to optimize our campaigns efficiently.
Shubham Chaudhary
Senior Product Manager, PolicyBazaar
Our business objective was apparent - how do we get our target audience to come to us and stay for a long time? To facilitate this, we wanted a one-stop, integrated platform that could take care of everything from customer acquisition to engagement and long-term retention.
Ajay Dusane
Chief Growth Officer at Samco Securities Ltd.
When we decided to use WhatsApp as a channel to communicate with our customers, we quickly realized how easy it is to engage with them. The ease of integration and the ease of use of the channel helped us create awareness for our products and what customers can get from them.
Aseem Sharma
Head of Growth, Navi
“MoEngage provides an easy way-out to create complex user-segments with so much ease for different campaigns which largely helps in driving high conversion rates and moving other important BAU numbers.”
Shivangini Agarwal
Asst. Brand Manager, CoinDCX
One of the biggest challenges was streamlining our communication. MoEngage’s insights-led engagement platform coupled with an efficient email suite enabled us to consolidate customer attributes in one centralized view and send effective email communication to our customers.
Hitarth Saini
Head Of Marketing, Freo
Our aim at Tickertape is to build a comprehensive investment ecosystem where individual and retail investors can better manage their finances, provide them access to tools, and encourage knowledge sharing. We're delighted to partner with MoEngage and leverage their insights-led capabilities, particularly in-app communication, to drive meaningful engagement. We’re already seeing great results, viz. improvement of CTRs from 2% to ~11%!
Manish Bansal
VP, Growth and Marketing
MoEngage drives personalization at IndusInd Bank. We have a lot of customer data and can seamlessly integrate that intelligence into MoEngage. This enables us to create real-time communications relevant to the customer persona by integrating our data warehouses and MoEngage’s engagement platform. The result: We’ve been able to execute contextual, highly relevant personalized campaigns in minutes.
Charu Mathur
Head- Business and Strategy, IndusInd Bank
“MoEngage provides an easy way-out to create complex user-segments with so much ease for different campaigns which largely helps in driving high conversion rates and moving other important BAU numbers.”
Shivangini Agarwal
Asst. Brand Manager, CoinDCX
One of the biggest challenges was streamlining our communication. MoEngage’s insights-led engagement platform coupled with an efficient email suite enabled us to consolidate customer attributes in one centralized view and send effective email communication to our customers.
Hitarth Saini
Head Of Marketing, Freo
We have partnered with MoEngage over the past three years to leverage ‘Sherpa’ which is an intelligent customer engagement platform. This application has enabled Mashreq Neo to better understand customer behavior thereby allowing us to make proactive decisions through the use of artificial intelligence.
Sridhar Iyer
Executive Vice President & Head, Mashreq Neo
Using MoEngage, we’ve been able to adopt AI technology to encourage our customers to go digital, adopt healthy saving habits, and make better financial decisions. We’ve also been able to better map the customer journey, providing a seamless experience, easy solutions and be closer to our customers, resulting in a 2x boost in customer engagement.
Abraham Lumban Batu
Senior Vice President of Retail Banking, Amar Bank
New user retention is the first true litmus test for any SaaS company. MoEngage’s full suite of customer engagement tools helped us exceed industry benchmarks for new customer retention. It enabled us to keep track of our new users by designing engagement flows that were laser-focused on our main goals of increasing engagement and retention.
Vinicius Bazan
Head of Product - Empiricus
We wanted a unified solution for communicating with app customers. MoEngage provided us with the best solution. It’s an easy platform to use, and the team is very responsive to any support required.
Oliver Southgate
CEO - Get My Slice
“MoEngage provides an easy way-out to create complex user-segments with so much ease for different campaigns which largely helps in driving high conversion rates and moving other important BAU numbers.”
Shivangini Agarwal
Asst. Brand Manager, CoinDCX
One of the biggest challenges was streamlining our communication. MoEngage’s insights-led engagement platform coupled with an efficient email suite enabled us to consolidate customer attributes in one centralized view and send effective email communication to our customers.
Hitarth Saini
Head Of Marketing, Freo
We have partnered with MoEngage over the past three years to leverage ‘Sherpa’ which is an intelligent customer engagement platform. This application has enabled Mashreq Neo to better understand customer behavior thereby allowing us to make proactive decisions through the use of artificial intelligence.
Sridhar Iyer
Executive Vice President & Head, Mashreq Neo
White Wednesday was a critical online sale period for us at Landmark Group in order to increase our databases overall and The ability to contact our customer base using behavioral driven, personalized, event-based content in a reactive and agile manner using MoEngage’s Push Amplification was crucial to the success of the sale. The dedicated support we received from the team at MoEngage during this period was non-comparable and was key to the success of exceeding our target.
Claire Adshead
CRM and Retention Manager
New user retention is the first true litmus test for any SaaS company. MoEngage’s full suite of customer engagement tools helped us exceed industry benchmarks for new customer retention. It enabled us to keep track of our new users by designing engagement flows that were laser-focused on our main goals of increasing engagement and retention.
Vinicius Bazan
Head of Product - Empiricus
We wanted a unified solution for communicating with app customers. MoEngage provided us with the best solution. It’s an easy platform to use, and the team is very responsive to any support required.
Oliver Southgate
CEO - Get My Slice
We have partnered with MoEngage over the past three years to leverage ‘Sherpa’ which is an intelligent customer engagement platform. This application has enabled Mashreq Neo to better understand customer behavior thereby allowing us to make proactive decisions through the use of artificial intelligence.
Sridhar Iyer
Executive Vice President & Head, Mashreq Neo
One notable obstacle revolved around email delivery, a common concern in the cryptocurrency industry due to the tendency of certain email servers to flag messages mentioning crypto-related content as spam. Through the collective efforts of the MoEngage team, Rain was able to significantly mitigate this issue and enhance the deliverability of their emails.
Haris Khan
Vice President of Growth
As we move forward, we aim to continue using MoEngage's capabilities to strengthen our marketing strategy. By leveraging MoEngage's pre-built templates and functionalities, we've been able to streamline our multi-channel engagement campaigns, allowing us to deliver targeted messaging across various channels with greater efficiency. The Customer Engagement Platform's web pop-ups with countdown timers (On-site Messaging) and In-app user surveys have already played a major role in enhancing campaign engagement.
Penny McNamara
Head of Marketing, The ENTERTAINER
White Wednesday was a critical online sale period for us at Landmark Group in order to increase our databases overall and The ability to contact our customer base using behavioral driven, personalized, event-based content in a reactive and agile manner using MoEngage’s Push Amplification was crucial to the success of the sale. The dedicated support we received from the team at MoEngage during this period was non-comparable and was key to the success of exceeding our target.
Claire Adshead
CRM and Retention Manager
In the past, we have also used CRM/CEP. However, scalability and support have always been an issue. While we did witness some growth, we wanted to breach the highest point and grow even further. This is where we think MoEngage has helped us.
Moalla Alfadil
Director Of E-commerce, Alsaif Gallery
We wanted to ensure our communication was personalized on a customer action level and to do this efficiently. We needed to integrate with other tools. MoEngage engagement platform made the whole process easier with ease in multiple tool integration, allowing us to engage our customers at various stages of the purchase journey.
Abhishek Tiwari
Manager CRM, AZADEA
Before MoEngage, while we were communicating periodically with customers, however, the uniqueness of each communication was missing. With MoEngage, we have been able to use capabilities like JINJA templates to build curated communications leading to better engagement.
Hassan El-Tahana
Vice President of Growth, Gathern
With MoEngage features we could do A/B testing - for different timing, different content, and different approach like code and no code. Using the engagement platform, we could build an entire funnel from no activity to browse to add to cart/wishlist and to finally purchase.
Prateek Agarwal
Head of Retention Marketing (CRM), 6thStreet.com
MoEngage empowered us to elevate our customer engagement strategies and have a unified view of our online customers. With its advanced segmentation capabilities, we can craft personalized experiences and engage seamlessly across various touchpoints. Also, the invaluable support from MoEngage and Labrys has been instrumental in our success.
Eleni Meziti
Head of Subscription Services & Omni CX, Public
Using MoEngage, we’ve been able to adopt AI technology to encourage our customers to go digital, adopt healthy saving habits, and make better financial decisions. We’ve also been able to better map the customer journey, providing a seamless experience, easy solutions and be closer to our customers, resulting in a 2x boost in customer engagement.
Abraham Lumban Batu
Senior Vice President of Retail Banking, Amar Bank
From 1 month to 1 hour - By leveraging MoEngage’s capabilities, we’re now able to execute campaigns faster than ever before, significantly boosting operational efficiency and growth!
Jamil Fabia
Digital Growth Manager, Strategy & Proposition
“We trust MoEngage to create a unified shopping experience where we leverage MoEngage’s smart recommendations to automatically curate the right set of product recommendations based on customer actions. This feature helps us towards our mission to simplify decision-making.”
Sriharsha Vavilala
Director-Revenue & Strategy, Edamama
MoEngage provides a better and more nuanced understanding of our audiences and their preferences than our previous legacy platform. Unlike other platforms, MoEngage is accessible and easy for our team members to use. Also, MoEngage’s roadmap is definitely ahead of the curve and in alignment with the changing technology landscape. This makes it easier for us to focus on audience engagement and improve our retention whilst increasing the time listeners spend with us.
Tim Armstrong
Director - Digital Product, Technology and Data
MoEngage platform, as a whole, is easy to understand and has all the customer engagement features we need. In addition, the platform has suggested templates/layouts that helped us develop these communications. Also, the team's availability to assist us throughout the integration process has been immensely valuable.
Daniel Barbosa
IT Director, Outback Steakhouse Brazil
"Con MoEngage, pudimos mejorar el compromiso de los clientes, ayudándoles a descubrir ofertas a través de los canales más oportunos y relevantes. La función "Best Time to Send" de MoEngage también nos ha permitido mantener la relevancia de nuestras comunicaciones. En general, MoEngage ha sido una herramienta valiosa para mejorar la experiencia del cliente y aumentar su compromiso".
Santiago Hidalgo
Head of Segments & Digital Business
Coletar insights comportamentais e medir campanhas é crucial para nós, e analisar esses dados comportamentais e de eventos nos permite entender o que está funcionando melhor. Somos uma empresa orientada por dados e é essencial para nós termos uma visão holística 360° de nossos clientes". Graças ao MoEngage Flows, conseguimos automatizar as jornadas dos clientes e fazer mais conversões, eliminando pontos de fricção... Esta rapidez nos dá vantagem.
Eduardo E. Gómez
Líder de marketing, Waynimóvil
New user retention is the first true litmus test for any SaaS company. MoEngage’s full suite of customer engagement tools helped us exceed industry benchmarks for new customer retention. It enabled us to keep track of our new users by designing engagement flows that were laser-focused on our main goals of increasing engagement and retention.
Vinicius Bazan
Head of Product - Empiricus
MoEngage is the only vendor to be recognized as “Customers’ Choice” in the 2025 Gartner Peer Insights™ Voice of the Customer for Email Marketing Report.
Build unified reporting, analyze customer behavior, and act on it instantly
Create personalized and engaging customer experiences
Predict and prevent customer churn
Improve customer engagement and drive LTV
MoEngage is an insights-led platform trusted by 1,350+ global brands like McAfee, Flipkart, Domino’s, Nestle, Deutsche Telekom, and more. MoEngage’s powerful analytics, personalization, and AI capabilities give a 360-degree view of your customers and help you create journeys across digital channels.
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