Financial Services

Build Trust with Personalized Customer Experiences

Accelerate your financial services organization’s digital transformation with AI-driven customer insights that help you deliver a consistently personalized customer experience across all channels.

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Our Leading Customer Engagement Platform – Empowering 1,200+ Top Brands
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  • icon Acquire
  • icon Engage
  • icon Grow

Improve onboarding completion rates and minimize drop-offs by welcoming your customers and guiding them through the setup process with personalized messages. Keep the conversation going on other channels to bring back customers who dropped off and help them finish their enrollment.

Drive engagement and digital adoption through AI-driven, personalized messaging around your consumers' behaviors, such as bill payment notifications, loan qualifications, or finding a nearby branch location. Watch as your consumers' confidence in your digital services grows alongside their engagement, or as they request new cards online and schedule payments through your app rather than calling customer service or writing a check, respectively.

Identify and win back your inactive or lost customers by re-engaging them through personalized offers like a complimentary high-interest savings account or a consultation on investment strategies that may pique their interest. Reactivate churned customers by providing predictive recommendations to stimulate upsells or cross-sells, such as balance transfers, refinancing offers, or cash advance qualifications.

Acquire

Improve onboarding completion rates and minimize drop-offs by welcoming your customers and guiding them through the setup process with personalized messages. Keep the conversation going on other channels to bring back customers who dropped off and help them finish their enrollment.

Learn More
Engage

Drive engagement and digital adoption through AI-driven, personalized messaging around your consumers' behaviors, such as bill payment notifications, loan qualifications, or finding a nearby branch location. Watch as your consumers' confidence in your digital services grows alongside their engagement, or as they request new cards online and schedule payments through your app rather than calling customer service or writing a check, respectively.

Learn More
Grow

Identify and win back your inactive or lost customers by re-engaging them through personalized offers like a complimentary high-interest savings account or a consultation on investment strategies that may pique their interest. Reactivate churned customers by providing predictive recommendations to stimulate upsells or cross-sells, such as balance transfers, refinancing offers, or cash advance qualifications.

Learn More
Our Customers’ Stories Speak for Themselves
Mashreq Neo Witnesses 16% Growth in Debit Card Activation
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We have partnered with MoEngage over the past three years to leverage ‘Sherpa’, enabling Mashreq Neo to better understand customer behavior and allowing us to make proactive decisions through the use of artificial intelligence.

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Kredivo Observes 40% Boost in Conversions
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Constant engagement and personalization are critical for user retention and conversions. MoEngage helps us achieve both in an effective manner. The platform helps us improve user experience significantly resulting in an uplift in our reach and ROI.

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AXISNet's MAU Grows by 89.5% in Less Than 1 Year
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Here at AXISNet, we are focused on driving the adoption of our mobile app, particularly among the younger demographic. Using MoEngage, we’re able to create a 360-degree customer profile, understand preferences, run better-converting campaigns, and drive higher active users across the app.

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See What Industry Leaders Are Saying About MoEngage

Frequently Asked Questions

How can financial services organizations benefit from User Path Analysis?

With User Paths, you can visualize how your customers interact with every brand touch point, from onboarding through engagement and growth. This helps you to spot friction areas and optimize your campaign’s performance and results.

How can creating personas improve campaign performance for financial services, banking, and fintech brands?

With MoEngage, you can create highly-targeted segments of customers that share a similar app or web behavior, such as completing an onboarding campaign, or a bank transfer within the last week. We help you schedule and automate campaigns to reach your customers at the right time and right channel to drive optimal value and results.

How does push notification with MoEngage Push Amplification™ Plus increase the delivery rate?

MoEngage leverages powerful visual elements that keep customers engaged the moment they open your app and continue to engage them throughout their journey. With MoEngage Push Amplification™, you can reach customers who would otherwise be left out and see an immediate uplift in retention rates. The MoEngage SDK carries an ‘augmented notification delivery’ channel. When a notification delivery fails, the MoEngage Push Amplification™ acts as a fallback to FCM/APNS and delivers notifications directly to customers’ devices, circumventing the challenges of typical push notification.

What’s New at MoEngage?

Here are some actionable resources that we've curated for you.

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Customer Engagement

Banking in the Era of the Connected Customer

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Millenial Marketing

How Current Aced Banking For Millennials Gen Z

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Industry Benchmarks

Mobile Banking Trends: How to Engage Customers in Banking

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Drive Customer Engagement with MoEngage

  • Explore how MoEngage can help you with your growth journey.
  • Connect with our product experts for a personalized walk-through of our platform.