MOENGAGE FOR FINANCIAL SERVICES

Accelerating Digital Customer Engagement for Financial Institutions

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.

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Trusted by 1350+ Consumer Brands Worldwide

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Designed to Help You Build Trust and Long-term Value

Digital Banking

Meet your offline customers across digital touch points with curated digital experiences and drive digital adoption.

FinTech

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.

Insurance

Send timely renewal alerts and new product recommendations – save agent/call center costs and boost upsells and cross-sells.

Trading & Broking

Improve the stickiness of your digital broking platforms through contextual communication, timely updates, and relevant financial education.

Make Service Messaging Reliable With MoEngage Inform

A Single, Unified Platform

Seamless, Secure Data Ingestion With Industry-first Features

Defend Your Data With Secure Data Storage and Access Management

Create In-the-moment Experiences, Easily

AI Powered Actionable Insights

Make Service Messaging Reliable With MoEngage Inform

Make Service Messaging Reliable With MoEngage Inform

Use one API to create and send your service messages across different channels. Ensure critical alerts are delivered without failure.

A Single, Unified Platform

Unify and analyze data, automate personalized campaigns on mobile apps and websites, and send service messages – all using a single platform.

Seamless, Secure Data Ingestion With Industry-first Features

Seamlessly activate data from data warehouses & data lakes, with secure data ingestion through SDKs, APIs, and SFTP file encryption.

Defend Your Data With Secure Data Storage and Access Management

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!

Create In-the-moment Experiences, Easily

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.

AI Powered Actionable Insights

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.

Seamlessly Integrate Our Customer Engagement Platform With Your Tech Stack

Razorpay Drives Merchant Retention up by 25% Using MoEngage

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

Piramal Finance Automates Customer Journeys to See a 20% Uplift in Revenue

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

How Policybazaar Adopted a Proactive Approach to Engagement Using MoEngage

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

Samco Securities Ltd. Uplifts Revenue by 10% Via Contextual Engagement

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.

From 10 Days to Less Than 10 Minutes: IndusInd Bank Turbocharges Campaign Velocity with MoEngage

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

Ujjivan Small Finance Bank Drives Digital Adoption Among Unserved Customer Segments Uplifting Conversions From 2% to 18%

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

Zeta delivers on promise of omnichannel real-time transactional messaging at scale with MoEngage Inform

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

TATA AIG Decreases Manual Efforts by 90% & Supercharges Customer Engagement Using MoEngage

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

BlinkX by JM Financial Doubles MAUs with Seamless Customer Onboarding and Engagement Practices

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

Razorpay Drives Merchant Retention up by 25% Using MoEngage

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Piramal Finance Automates Customer Journeys to See a 20% Uplift in Revenue

Read Story

How Policybazaar Adopted a Proactive Approach to Engagement Using MoEngage

Read Story

Samco Securities Ltd. Uplifts Revenue by 10% Via Contextual Engagement

Read Story

From 10 Days to Less Than 10 Minutes: IndusInd Bank Turbocharges Campaign Velocity with MoEngage

Read Story

Ujjivan Small Finance Bank Drives Digital Adoption Among Unserved Customer Segments Uplifting Conversions From 2% to 18%

Read Story

Zeta delivers on promise of omnichannel real-time transactional messaging at scale with MoEngage Inform

Read Story

TATA AIG Decreases Manual Efforts by 90% & Supercharges Customer Engagement Using MoEngage

Read Story

BlinkX by JM Financial Doubles MAUs with Seamless Customer Onboarding and Engagement Practices

Read Story

Razorpay Drives Merchant Retention up by 25% Using MoEngage

Raktim Talukdar

Senior Manager, Growth Marketing, Razorpay

Piramal Finance Automates Customer Journeys to See a 20% Uplift in Revenue

Dheeraj Mali

Head- Digital Marketing, Piramal Finance

How Policybazaar Adopted a Proactive Approach to Engagement Using MoEngage

Shubham Chaudhary

Senior Product Manager, PolicyBazaar

Samco Securities Ltd. Uplifts Revenue by 10% Via Contextual Engagement

Ajay Dusane

Chief Growth Officer at Samco Securities Ltd.

How Navi Used WhatsApp to Increase Insurance Upsells by 1.5x

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

CoinDCX Grow Weekly Active Users to 80% using User Path Analysis

“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

MoneyTap (a Freo brand) Records Industry High Open Rates of 30% and Optimizes Customer Engagement

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

How Tickertape Drives ~11% In-App CTRs Overtaking Industry Benchmark of 8.3%

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

Razorpay Drives Merchant Retention up by 25% Using MoEngage

Read Story

Piramal Finance Automates Customer Journeys to See a 20% Uplift in Revenue

Read Story

How Policybazaar Adopted a Proactive Approach to Engagement Using MoEngage

Read Story

Samco Securities Ltd. Uplifts Revenue by 10% Via Contextual Engagement

Read Story

How Navi Used WhatsApp to Increase Insurance Upsells by 1.5x

Read Story

CoinDCX Grow Weekly Active Users to 80% using User Path Analysis

Read Story

MoneyTap (a Freo brand) Records Industry High Open Rates of 30% and Optimizes Customer Engagement

Read Story

How Tickertape Drives ~11% In-App CTRs Overtaking Industry Benchmark of 8.3%

Read Story

Razorpay Drives Merchant Retention up by 25% Using MoEngage

Raktim Talukdar

Senior Manager, Growth Marketing, Razorpay

Piramal Finance Automates Customer Journeys to See a 20% Uplift in Revenue

Dheeraj Mali

Head- Digital Marketing, Piramal Finance

How Policybazaar Adopted a Proactive Approach to Engagement Using MoEngage

Shubham Chaudhary

Senior Product Manager, PolicyBazaar

Samco Securities Ltd. Uplifts Revenue by 10% Via Contextual Engagement

Ajay Dusane

Chief Growth Officer at Samco Securities Ltd.

How Navi Used WhatsApp to Increase Insurance Upsells by 1.5x

Aseem Sharma

Head of Growth, Navi

CoinDCX Grow Weekly Active Users to 80% using User Path Analysis

Shivangini Agarwal

Asst. Brand Manager, CoinDCX

MoneyTap (a Freo brand) Records Industry High Open Rates of 30% and Optimizes Customer Engagement

Hitarth Saini

Head Of Marketing, Freo

How Tickertape Drives ~11% In-App CTRs Overtaking Industry Benchmark of 8.3%

Manish Bansal

VP, Growth and Marketing

Razorpay Drives Merchant Retention up by 25% Using MoEngage

Read Story

Piramal Finance Automates Customer Journeys to See a 20% Uplift in Revenue

Read Story

How Policybazaar Adopted a Proactive Approach to Engagement Using MoEngage

Read Story

Samco Securities Ltd. Uplifts Revenue by 10% Via Contextual Engagement

Read Story

How Navi Used WhatsApp to Increase Insurance Upsells by 1.5x

Read Story

CoinDCX Grow Weekly Active Users to 80% using User Path Analysis

Read Story

MoneyTap (a Freo brand) Records Industry High Open Rates of 30% and Optimizes Customer Engagement

Read Story

How Tickertape Drives ~11% In-App CTRs Overtaking Industry Benchmark of 8.3%

Read Story

From 10 Days to Less Than 10 Minutes: IndusInd Bank Turbocharges Campaign Velocity with MoEngage

Charu Mathur

Head- Business and Strategy, IndusInd Bank

CoinDCX Grow Weekly Active Users to 80% using User Path Analysis

Shivangini Agarwal

Asst. Brand Manager, CoinDCX

MoneyTap (a Freo brand) Records Industry High Open Rates of 30% and Optimizes Customer Engagement

Hitarth Saini

Head Of Marketing, Freo

Mashreq Neo Boosts Debit Card Activation by 16% using Omnichannel Experience

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

Amar Bank’s Customer-centric Campaign Performs 8.5x Better than Industry Average

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

How Empiricus Increased Customer Retention by 135% with Automated and Personalised Journeys

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

Get My Slice Achieved an Industry-Record of 35% in Email Open Rates

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

From 10 Days to Less Than 10 Minutes: IndusInd Bank Turbocharges Campaign Velocity with MoEngage

Read Story

CoinDCX Grow Weekly Active Users to 80% using User Path Analysis

Read Story

MoneyTap (a Freo brand) Records Industry High Open Rates of 30% and Optimizes Customer Engagement

Read Story

Mashreq Neo Boosts Debit Card Activation by 16% using Omnichannel Experience

Read Story

Amar Bank’s Customer-centric Campaign Performs 8.5x Better than Industry Average

Read Story

How Empiricus Increased Customer Retention by 135% with Automated and Personalised Journeys

Read Story

Get My Slice Achieved an Industry-Record of 35% in Email Open Rates

Read Story

CoinDCX Grow Weekly Active Users to 80% using User Path Analysis

Shivangini Agarwal

Asst. Brand Manager, CoinDCX

MoneyTap (a Freo brand) Records Industry High Open Rates of 30% and Optimizes Customer Engagement

Hitarth Saini

Head Of Marketing, Freo

Mashreq Neo Boosts Debit Card Activation by 16% using Omnichannel Experience

Sridhar Iyer

Executive Vice President & Head, Mashreq Neo

Landmark Group Observes 56% Uplift in Purchases during the White Wednesday Sale

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

How Empiricus Increased Customer Retention by 135% with Automated and Personalised Journeys

Vinicius Bazan

Head of Product - Empiricus

Get My Slice Achieved an Industry-Record of 35% in Email Open Rates

Oliver Southgate

CEO - Get My Slice

CoinDCX Grow Weekly Active Users to 80% using User Path Analysis

Read Story

MoneyTap (a Freo brand) Records Industry High Open Rates of 30% and Optimizes Customer Engagement

Read Story

Mashreq Neo Boosts Debit Card Activation by 16% using Omnichannel Experience

Read Story

Landmark Group Observes 56% Uplift in Purchases during the White Wednesday Sale

Read Story

How Empiricus Increased Customer Retention by 135% with Automated and Personalised Journeys

Read Story

Get My Slice Achieved an Industry-Record of 35% in Email Open Rates

Read Story

Mashreq Neo Boosts Debit Card Activation by 16% using Omnichannel Experience

Sridhar Iyer

Executive Vice President & Head, Mashreq Neo

How Rain Increased Email Deliverability by 3X and Cracked Email Inboxing

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

The ENTERTAINER Chooses MoEngage and Migrates 45+ Apps within 10 Weeks

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

Landmark Group Observes 56% Uplift in Purchases during the White Wednesday Sale

Claire Adshead

CRM and Retention Manager

Alsaif Gallery Witnesses 15% Increase in Revenue with Flows and Smart Recommendations

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

AZADEA Group Grows 300% Weekly New Customers after Adapting an Omnichannel Approach

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

Gathern Sees a 240% Uplift in Bookings Using Flows and Smart Recommendations

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

6thStreet.com Uses Smart Recommendations and AI to Drive 2.5X Higher Conversions

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

Public Improves its Marketing Automation ROI by 27x Using Customer Journeys and New Channels

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

Mashreq Neo Boosts Debit Card Activation by 16% using Omnichannel Experience

Read Story

How Rain Increased Email Deliverability by 3X and Cracked Email Inboxing

Read Story

The ENTERTAINER Chooses MoEngage and Migrates 45+ Apps within 10 Weeks

Read Story

Landmark Group Observes 56% Uplift in Purchases during the White Wednesday Sale

Read Story

Alsaif Gallery Witnesses 15% Increase in Revenue with Flows and Smart Recommendations

Read Story

AZADEA Group Grows 300% Weekly New Customers after Adapting an Omnichannel Approach

Read Story

Gathern Sees a 240% Uplift in Bookings Using Flows and Smart Recommendations

Read Story

6thStreet.com Uses Smart Recommendations and AI to Drive 2.5X Higher Conversions

Read Story

Public Improves its Marketing Automation ROI by 27x Using Customer Journeys and New Channels

Read Story

Amar Bank’s Customer-centric Campaign Performs 8.5x Better than Industry Average

Abraham Lumban Batu

Senior Vice President of Retail Banking, Amar Bank

How Philippines’ Fastest Growing Bank, GoTyme, Unified 3 Mn+ Siloed Customers

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

How Cake DeFi Uses Omnichannel Strategies to Retain Over 98% of Customers

MoEngage has been instrumental in helping Cake DeFi acquire valuable customers and, most importantly, retain 98%+ of the customers through its reliable omnichannel marketing automation and personalized messaging capabilities.

Wayne Cheng

CRM Lead, Cake DeFi

Edamama Achieves a 213% Uplift in Conversions with MoEngage’s AI-Driven Recommendations

“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

NOVA Entertainment Boosts Loyalty with Listeners via an Insights-led Approach to Engagement

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

Amar Bank’s Customer-centric Campaign Performs 8.5x Better than Industry Average

Read Story

How Philippines’ Fastest Growing Bank, GoTyme, Unified 3 Mn+ Siloed Customers

Read Story

How Cake DeFi Uses Omnichannel Strategies to Retain Over 98% of Customers

Read Story

Edamama Achieves a 213% Uplift in Conversions with MoEngage’s AI-Driven Recommendations

Read Story

NOVA Entertainment Boosts Loyalty with Listeners via an Insights-led Approach to Engagement

Read Story

How Outback Personalized Engagement Campaigns Using MoEngage Insights

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

Banco Pichincha Aumenta Un 18% El Uso De La Banca Móvil Con Notificaciones Push Personalizadas

"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

Como os fluxos de MoEngage ajudaram a Waynimóvil a aumentar o número de empréstimos em 2.5x

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.