Financial Services

Be Self-Sufficient in Driving Your Brand’s Digital Transformation

A single platform for all things customer engagement, helping you revolutionize your presence in the digital-first world without dependencies and overheads of redundant legacy technology platforms.

Talk to us
img-main img img img
Trusted by the Most Innovative Financial Services Brands
main-banner-logosmain-banner-logos
main-banner-logosmain-banner-logos
main-banner-logos
main-banner-logos
main-banner-logos
main-banner-logosmain-banner-logos
main-banner-logosmain-banner-logos
main-banner-logos
main-banner-logos
main-banner-logos
main-banner-logosmain-banner-logos
main-banner-logosmain-banner-logos
main-banner-logosmain-banner-logos
main-banner-logosmain-banner-logos
main-banner-logos
main-banner-logosmain-banner-logos
main-banner-logosmain-banner-logos
main-banner-logos
main-banner-logos
main-banner-logos
main-banner-logosmain-banner-logos
main-banner-logosmain-banner-logos
main-banner-logosmain-banner-logos
main-banner-logos
main-banner-logos
main-banner-logosmain-banner-logos
main-banner-logosmain-banner-logos
main-banner-logosmain-banner-logos
main-banner-logos
main-banner-logos

From Banking to Broking, We Have Tailored Solutions For All Your Business Needs!

MoEngage Fintech
MoEngage Fintech
MoEngage Fintech

Banking

Deliver frictionless onboarding and improve KYC, increase digital banking adoption, upsell/cross-sell through personalized recommendations, and deliver timely transaction and service alerts to build trust.

Insurance

Improve conversion rates through personalized web experiences, upsell/cross-sell with personalized communications, and improve agent effectiveness through digital engagement.

Advisory and Broking

Onboard and educate customers with personalized communication and nudges, deliver the right financial advice and products at the right time on the right channel, and share transaction alerts across multiple channels.

Engineered with Security-First Principles

We ensure that your customer data remains protected by adhering to global and regional data privacy and security standards. With security-first features like PII Tokenization, IP Whitelisting, SFTP File Encryption, and Data Encryption, engage with customers without storing or exposing personal or restricted data and adhere to data compliance standards while winning customer trust and attention.

MoEngage broking
Ebook
MoEngage broking

Banking in the Era of the Connected Customer

MoEngage broking
Ebook
MoEngage broking

Banking in the Era of the Connected Customer

MoEngage broking
Ebook
MoEngage broking

Banking in the Era of the Connected Customer

MoEngage broking
Ebook
MoEngage broking

Banking in the Era of the Connected Customer

MoEngage broking
Ebook
MoEngage broking

Banking in the Era of the Connected Customer

MoEngage broking
Ebook
MoEngage broking

Banking in the Era of the Connected Customer

MoEngage broking
Ebook
MoEngage broking

Banking in the Era of the Connected Customer

MoEngage broking
Ebook
MoEngage broking

Banking in the Era of the Connected Customer

Modernize Digital Engagement To Match Evolving Customer Expectations

Activate Data Faster and Drastically Reduce Time-to-Campaign

Consolidate data residing across online/ offline data sources to build a 360° view of your customers. With marketer-friendly data capabilities, execute campaigns faster while reducing external dependencies.

left-right-graphic-image

Automate Omnichannel Customer Journeys And Reduce Dependencies

Build, optimize, iterate, and automate omnichannel experiences with MoEngage’s journey orchestration capabilities at all stages of the customer lifecycle across 10+ native channels.

left-right-graphic-image

Unify Promotional and Service Messaging To Ensure Communication Consistency

Leverage an agile, unified service messaging platform built for enterprises. Forget about delivery failures, reduce time to execution by 90%, and save 60% costs.

left-right-graphic-image

Build Hyper-Personalized Customer Experiences at all Digital Touchpoints

Extend the personal touch to your digital platforms with MoEngage’s no-code visual builder. Personalize web, mobile and app experiences based on preferences, affinities, and behavior in real-time.

left-right-graphic-image

Seamlessly Integrate Our Customer Engagement Platform
With Your Tech Stack

See our Industry and Customer Recognitions

Our Customers’ Stories Speak for Themselves

Mashreq Neo Witnesses 16% Growth in Debit Card Activation

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.

Sridhar Iyer
Executive Vice President & Head, Mashreq Neo
23K
Customers onboarded in the last 3 months
25%
Surge in ‘Quick Remit’ usage
The Impact
  • 9K month-on-month increase in new app customers.
  • 25% surge in ‘quick remit’ usage.
  • 54% increase in ‘salaam points’ consumption.
  • 50% increase in CTR using personalization and AI.
OptimizeFT Grows Customer Journey With Journey Orchestration

I would definitely recommend MoEngage to others, and I have on separate occasions. MoEngage has helped us in transitioning from EngageFT and allowed us to speed up product launch while we were nearing our sales cycle.

Mike Corrales
Vice President- Client Success, OptimizeFT
The Impact
  • The team could now meet their customer expectations with ease.
  • They were able to take client requests such as adding elements or changes in messaging, ensuring happy and satisfied clients.
  • They were also able to make real-time adjustments to continually improve and iterate on the product.
Get My Slice Get 35% Industry-Record in Email Open Rate

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
35%
Uplift open rate
8%
Higher click-through rate
The Impact
  • Get My Slice has achieved an outstanding open rate of 35%, which is 289% higher than the industry benchmarks report on email alone, and a healthy average click-through rate of 8% in push notification campaigns.
CoinDCX Boosts Weekly Active Users by 80% With MoEngage

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
80%
Increase in weekly active users
18x
Growth in TAT (from 36 hrs to 2 hrs)
The Impact
  • 80% increase in WAUs
  • 10% boost in KYC verification rate
  • 95% improvement in bank verification rate
  • 18x improvement in TAT from 36 hrs to 2 hrs

Our Customers’ Stories Speak for Themselves

Mashreq Neo Witnesses 16% Growth in Debit Card Activation

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.

Sridhar Iyer
Executive Vice President & Head, Mashreq Neo
23K
Customers onboarded in the last 3 months
25%
Surge in ‘Quick Remit’ usage
The Impact
  • 9K month-on-month increase in new app customers.
  • 25% surge in ‘quick remit’ usage.
  • 54% increase in ‘salaam points’ consumption.
  • 50% increase in CTR using personalization and AI.
OptimizeFT Grows Customer Journey With Journey Orchestration

I would definitely recommend MoEngage to others, and I have on separate occasions. MoEngage has helped us in transitioning from EngageFT and allowed us to speed up product launch while we were nearing our sales cycle.

Mike Corrales
Vice President- Client Success, OptimizeFT
The Impact
  • The team could now meet their customer expectations with ease.
  • They were able to take client requests such as adding elements or changes in messaging, ensuring happy and satisfied clients.
  • They were also able to make real-time adjustments to continually improve and iterate on the product.
Empiricus Grew Customer Retention by 135% with MoEngage

New user retention is the first true litmus test for any SaaS company. MoEngage’s 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
135%
increase in new customer retention
1
New Product Launched
The Impact
  • 135% Increase in new customer retention.
  • 1 New product launched.
Get My Slice Get 35% Industry-Record in Email Open Rate

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
35%
Uplift open rate
8%
Higher click-through rate
The Impact
  • Get My Slice has achieved an outstanding open rate of 35%, which is 289% higher than the industry benchmarks report on email alone, and a healthy average click-through rate of 8% in push notification campaigns.

Our Customers’ Stories Speak for Themselves

Mashreq Neo Witnesses 16% Growth in Debit Card Activation

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.

Sridhar Iyer
Executive Vice President & Head, Mashreq Neo
23K
Customers onboarded in the last 3 months
25%
Surge in ‘Quick Remit’ usage
The Impact
  • 9K month-on-month increase in new app customers.
  • 25% surge in ‘quick remit’ usage.
  • 54% increase in ‘salaam points’ consumption.
  • 50% increase in CTR using personalization and AI.
OptimizeFT Grows Customer Journey With Journey Orchestration

I would definitely recommend MoEngage to others, and I have on separate occasions. MoEngage has helped us in transitioning from EngageFT and allowed us to speed up product launch while we were nearing our sales cycle.

Mike Corrales
Vice President- Client Success, OptimizeFT
The Impact
  • The team could now meet their customer expectations with ease.
  • They were able to take client requests such as adding elements or changes in messaging, ensuring happy and satisfied clients.
  • They were also able to make real-time adjustments to continually improve and iterate on the product.
Get My Slice Get 35% Industry-Record in Email Open Rate

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
35%
Uplift open rate
8%
Higher click-through rate
The Impact
  • Get My Slice has achieved an outstanding open rate of 35%, which is 289% higher than the industry benchmarks report on email alone, and a healthy average click-through rate of 8% in push notification campaigns.
Ujjivan Small Finance Bank Uplifts Conversions 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, Ujjivan Small Finance Bank
2% to 18%
Uplift in conversions from digital channels
123+
Crores of EMI collected in just 5 months via digital mode
The Impact
  • 2 Lakh unique customers onboarded to digital modes of payments.
  • The conversion rate from digital channels rose from just 2% to a whopping 18%.
  • ₹ 123+ Crores of EMI collected in just 5 months via digital mode.
  • ₹ 550 Crores worth of total incremental balance generated.
CoinDCX Boosts Weekly Active Users by 80% With MoEngage

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
80%
Increase in weekly active users
18x
Growth in TAT (from 36 hrs to 2 hrs)
The Impact
  • 80% increase in WAUs
  • 10% boost in KYC verification rate
  • 95% improvement in bank verification rate
  • 18x improvement in TAT from 36 hrs to 2 hrs

Our Customers’ Stories Speak for Themselves

Mashreq Neo Witnesses 16% Growth in Debit Card Activation

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.

Sridhar Iyer
Executive Vice President & Head, Mashreq Neo
23K
Customers onboarded in the last 3 months
25%
Surge in ‘Quick Remit’ usage
The Impact
  • 9K month-on-month increase in new app customers.
  • 25% surge in ‘quick remit’ usage.
  • 54% increase in ‘salaam points’ consumption.
  • 50% increase in CTR using personalization and AI.
OptimizeFT Grows Customer Journey With Journey Orchestration

I would definitely recommend MoEngage to others, and I have on separate occasions. MoEngage has helped us in transitioning from EngageFT and allowed us to speed up product launch while we were nearing our sales cycle.

Mike Corrales
Vice President- Client Success, OptimizeFT
The Impact
  • The team could now meet their customer expectations with ease.
  • They were able to take client requests such as adding elements or changes in messaging, ensuring happy and satisfied clients.
  • They were also able to make real-time adjustments to continually improve and iterate on the product.
Empiricus Grew Customer Retention by 135% with MoEngage

New user retention is the first true litmus test for any SaaS company. MoEngage’s 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
135%
increase in new customer retention
1
New Product Launched
The Impact
  • 135% Increase in new customer retention.
  • 1 New product launched.
Get My Slice Get 35% Industry-Record in Email Open Rate

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
35%
Uplift open rate
8%
Higher click-through rate
The Impact
  • Get My Slice has achieved an outstanding open rate of 35%, which is 289% higher than the industry benchmarks report on email alone, and a healthy average click-through rate of 8% in push notification campaigns.

Our Customers’ Stories Speak for Themselves

Mashreq Neo Witnesses 16% Growth in Debit Card Activation

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.

Sridhar Iyer
Executive Vice President & Head, Mashreq Neo
23K
Customers onboarded in the last 3 months
25%
Surge in ‘Quick Remit’ usage
The Impact
  • 9K month-on-month increase in new app customers.
  • 25% surge in ‘quick remit’ usage.
  • 54% increase in ‘salaam points’ consumption.
  • 50% increase in CTR using personalization and AI.
Kredivo Observes 40% Boost in Conversions

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.

Najwa Assilmi
Product Analyst, Kredivo
20%
Uplift in Push Notifications Delivery
64%
Conversion Rate for Triggered Emails
The Impact
  • 20% uplift in Push Notifications delivery.
  • 64% conversion rate for triggered emails.
  • 40% conversions influenced by MoEngage Flows.
AXISNet's MAU Grows by 89.5% in Less Than 1 Year

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.

Dhany Saballini
Consumer Touchpoint Product Owner, Youth Touchpoints, AXISNet
89.5%
Growth in MAU in less than 1 year compared to benchmark of 88%
18.4%
uplift in push delivery rates compared to benchmark uplift of 7.3%
The Impact
  • 17.3% uplift in push delivery.
  • 35% monthly transacting customer base.
  • 89.5% growth in MAU in less than a year.

Our Customers’ Stories Speak for Themselves

Amar Bank Drives 8.5x Higher Email CTOR Than Benchmark

We’ve been able to adopt AI technology and encourage customers to adopt healthy saving habits and make better financial decisions. We’ve improved customer journey mapping thus providing a seamless experience. We are also offering easy solutions to be closer to our customers, resulting in a 2x boost in customer engagement.

Abraham Lumban Batu
Senior Vice President of Retail Banking, Amar Bank
2x
Boost in customer engagement
7.25%
Conversion rate for flow campaigns
The Impact
  • Significantly lower turnaround time to set up and deploy campaigns.
  • Segment their customers and prospects based on recency, frequency, and monetizability.
  • Analyze and optimize their campaigns in real-time.
  • Position themselves as a digital-first bank in the minds of the consumers.
Kredivo Observes 40% Boost in Conversions

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.

Najwa Assilmi
Product Analyst, Kredivo
20%
Uplift in Push Notifications Delivery
64%
Conversion Rate for Triggered Emails
The Impact
  • 20% uplift in Push Notifications delivery.
  • 64% conversion rate for triggered emails.
  • 40% conversions influenced by MoEngage Flows.
LivWell Drives Conversion and Product Adoption With MoEngage

The challenge was to figure out ways to better engage our customers. With MoEngage, we’re able to create seamless triggered flows across the customer journey, from onboarding to retention, and segment our customers better to run effective in-app campaigns, yielding great conversion ratios.

Nikhil Verma
Founder and CEO, LivWell
2.5X
higher conversion rate from event-triggered onboarding flow
2X
higher conversion rate from partner-led in-app communications
The Impact
  • Flow-enabled win-back campaigns saw a conversion rate of 10.68%.
  • Event-triggered onboarding Flows saw a conversion rate of 53.27%.
  • Partner-led in-app communications achieved a CTR of 29.11%.
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
200%
Uplift in account verification
42.9%
uplift for control group user path campaigns
The Impact
  • Saw a 200% uplift in account verifications.
  • Observed a 42.9% boost in conversions for control group user paths campaigns.
  • Increased the customer retention rate to an all-time high of over 98%.
CoinDCX Boosts Weekly Active Users by 80% With MoEngage

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
80%
Increase in weekly active users
18x
Growth in TAT (from 36 hrs to 2 hrs)
The Impact
  • 80% increase in WAUs
  • 10% boost in KYC verification rate
  • 95% improvement in bank verification rate
  • 18x improvement in TAT from 36 hrs to 2 hrs
MFast Moves The Conversion Needle by 38% With Personalized Engagement

Being intuitive and easy to use, MoEngage is our trusted engagement partner here at MFast. We are able to send personalized communications to our customer base across channels the prefer, helping us boost conversions by 38%.

Hoang Nguyen
Head of Marketing and Communications
44%
Increase in DAUs
39%
Increase in MAUs
The Impact
  • Improve engagement by relying on an integrated engagement solution instead of numerous point solutions.
  • Reduce risk of data siloing due to using an all-in-one customer engagement platform.
  • Automate omnichannel campaigns and flows in real-time.

Our Customers’ Stories Speak for Themselves

OptimizeFT Grows Customer Journey With Journey Orchestration

I would definitely recommend MoEngage to others, and I have on separate occasions. MoEngage has helped us in transitioning from EngageFT and allowed us to speed up product launch while we were nearing our sales cycle.

Mike Corrales
Vice President- Client Success, OptimizeFT
The Impact
  • The team could now meet their customer expectations with ease.
  • They were able to take client requests such as adding elements or changes in messaging, ensuring happy and satisfied clients.
  • They were also able to make real-time adjustments to continually improve and iterate on the product.
Empiricus Grew Customer Retention by 135% with MoEngage

New user retention is the first true litmus test for any SaaS company. MoEngage’s 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
135%
increase in new customer retention
1
New Product Launched
The Impact
  • 135% Increase in new customer retention.
  • 1 New product launched.
Mashreq Neo Boosts Debit Card Activation by 16%

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
23K
Customers onboarded in the last 3 months
25%
Surge in ‘Quick Remit’ usage
The Impact
  • 9K month-on-month increase in new app customers.
  • 25% surge in ‘quick remit’ usage.
  • 54% increase in ‘salaam points’ consumption.
  • 50% increase in CTR using personalization and AI.
Get My Slice Get 35% Industry-Record in Email Open Rate

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
35%
Uplift open rate
8%
Higher click-through rate
The Impact
  • Get My Slice has achieved an outstanding open rate of 35%, which is 289% higher than the industry benchmarks report on email alone, and a healthy average click-through rate of 8% in push notification campaigns.

Our Customers’ Stories Speak for Themselves

How Policybazaar Adopted a Proactive Approach to Engagement

We were looking for a marketing automation tool that could help us bring advanced customer journeys to life and also offer a robust analytics engine. MoEngage delivered on all those fronts and helped us tap into a plethora of insights that we could use to optimize our campaigns efficiently.

Shubham Chaudhary
Deputy BU Head-Growth, Policybazaar
100%
YOY increase in APE via Push
86%
Push delivery rates
The Impact
  • Clocked 100% YOY increase in APE via push.
  • Disseminated 18-19 Flows to improve customer experience using drip campaigns in a more integrated manner across multiple channels.
  • Under these Flows, utilizing Push Amplification® Plus technology, Policybazaar was able to clock – 86% Delivery rates – 3.4% Clickthrough rates – 21% Conversion rates.
Ujjivan Small Finance Bank Uplifts Conversions 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, Ujjivan Small Finance Bank
2% to 18%
Uplift in conversions from digital channels
123+
Crores of EMI collected in just 5 months via digital mode
The Impact
  • 2 Lakh unique customers onboarded to digital modes of payments.
  • The conversion rate from digital channels rose from just 2% to a whopping 18%.
  • ₹ 123+ Crores of EMI collected in just 5 months via digital mode.
  • ₹ 550 Crores worth of total incremental balance generated.
Tickertape Drives In-App CTRs by 11% With MoEngage

Our aim is to build a comprehensive investment ecosystem where individual and retail investors can manage their finances, get access to tools, and share knowledge. We're delighted to partner with MoEngage and use their insights-led capabilities to drive meaningful engagement. We've improved our CTRs from 2% to 11%!

Manish Bansal
VP, Growth and Marketing, Tickertape
10.8%
Overall CTR compared to industry benchmarks of 8.3%
60%
of customers seeing their campaigns compared to 20-30% for event-triggered campaigns
The Impact
  • Observed CTRs of around 11%, compared to the industry standard of 8.3%.
  • Built contextual in-app communication using HTML templates.
  • Leveraged MoEngage's Push AmplificiationTM Plus Plus feature and MoEngage Flows to generate impact and engage customers.
Navi Achieves Unparalleled Growth In Customer Engagement

The product is very mature, and the team has been continuously improving the product based on our feedback. With MoEngage, we’ve improved our customer engagement, retention, and overall LTV, with the current repeat rate at an all-time high. With continued support and product improvements, we wish to take it further up!

Aseem Sharma
Head of Growth, Navi
1.5x
Increase in Insurance Upsells
120%
Increase in Loan Disbursals
The Impact
  • Increased insurance upsells by 1.5X.
  • 75% higher conversion rates for campaigns.
  • 120% increase in loan disbursals.
  • 4X more customers reached.
MoEngage As Symbo Insurance's All-in-one Engagement Platform

We started using MoEngage to unify all our marketing campaigns into a single dashboard with focus on orchestration, personalization, and data-driven campaign optimization. What I particularly like about MoEngage is that it’s easy to set up, and provides limitless segmentation and engagement opportunities to drive growth.

Niti Nirvan
Head of Marketing, Symbo Insurance
150%
Boost in engagement
100k
Seamlessly onboarded users
The Impact
  • Complete Onboarding automation for new customers.
  • Active engagement for customers yet to complete KYC.
  • Automation of rewards for customers who have completed their training and certification.
  • Re-engagement efforts for customers who have dropped off.

Acquire and Retain Customers with Campaigns Across 12+ Channels

Increase Customer Engagement across channels, deploy campaigns that carry the "wow" factor, and build thriving customer relationships that last long.

customer-retention-featured-image
Mobile Push Notifications
Send personalized push messaging tailored to your customers’ likes, preferences, choices, and behavior.
Read More
customer-retention-featured-image
WhatsApp Native
WhatsApp integration that helps you communicate with your customers through their preferred channel, with the help of targeted messaging and inbuilt real-time analytics.
Read More
customer-retention-featured-image
In-App Messaging
Drive mobile channel adoption with personalized and contextual in-app messaging.
Read More
customer-retention-featured-image
Content Cards
Engage customers with non-intrusive offers and promotions through the mobile app, especially if they have opted out of your traditional channels like Push, SMS, and Emails.
Read More
customer-retention-featured-image
Intelligent On-Site Messaging
Engage customers when they are on your website. Use data to cross-sell and upsell relevant products and services and leverage Typeform integration to collect post-purchase insights.
Read More
customer-retention-featured-image
SMS Automation
Send service alerts, transaction updates, and even personalized offers through SMS.
Read More
customer-retention-featured-image
Email Campaigns
Design beautiful emails within minutes using an easy-to-use drag-and-drop builder.
Read More
customer-retention-featured-image
Digital Advertising
Seamlessly deploy contextual and personalized Meta and Google Ads with MoEngage, and reach your customers where they are.
Read More
customer-retention-featured-image
Web Push Notifications
Deliver highly enriching and personalize website experiences using personalized push notifications.
Read More
customer-retention-featured-image
Connectors
Build meaningful omnichannel experiences across online and offline channels like OTT, ad-networks and POS systems with MoEngage.
Read More

Acquire and Retain Customers with Campaigns Across 12+ Channels

Increase Customer Engagement across channels, deploy campaigns that carry the "wow" factor, and build thriving customer relationships that last long.

Why Choose MoEngage

  • Trusted by 1200+ consumer brands globally
  • Sales, implementation, and support teams that care about your customers as much as you do
  • Built with enterprise-grade security and privacy
  • A vibrant ecosystem of tech, consulting, and agency partners
Learn how MoEngage can help you succeed. Talk to one of our experts today!

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 for the financial services industry that we've curated for you.

blog image
Customer Engagement

Learn to design omnichannel model of connected experiences in fintech and banking

Read more
blog image
Customer Engagement

Learn to design omnichannel model of connected experiences in fintech and banking

Read more
blog image
Customer Engagement

Learn Everything About Banking in the Era of the Connected Customer

Read More
blog image
Industry Benchmarks

Mobile Banking Trends: Learn How to Engage Customers in Banking

Read More
blog image
Segmentation Tactics

Customer Engagement for Banking in Southeast Asia: Engagement Benchmarks and Segmentation Tactics

Read More
blog image
Customer Engagement

Learn to design omnichannel model of connected experiences in fintech and banking

Read more
blog image
Customer Engagement

Learn Everything About Banking in the Era of the Connected Customer

Read More
blog image
Millenial Marketing

Understand How Current Aced Banking For Millennials Gen Z

Read More
blog image
Industry Benchmarks

Mobile Banking Trends: Learn How to Engage Customers in Banking

Read More
blog image
Customer Engagement

Learn Everything About Banking in the Era of the Connected Customer

Read More
blog image
Customer Retention

How to Increase Customer Engagement for Banks in the Middle East

Read More
blog image
Connected Banking

Customer Engagement for Banking in the Middle East: Surge in Digital Payments and Need for Connected Banking Experiences

Read More
blog image
Customer Engagement

Learn Everything About Banking in the Era of the Connected Customer

Read More
blog image
Millenial Marketing

Understand How Current Aced Banking For Millennials Gen Z

Read More
blog image
Industry Benchmarks

Mobile Banking Trends: Learn How to Engage Customers in Banking

Read More
blog image
Customer Onboarding

Banking in the Era of Connected Experience: Customer Onboarding

Read More
blog image
Customer Engagement

Banking in the Era of Connected Experience: Customer Engagement

Read More
blog image
Customer Retention

Banking in the Era of Connected Experience: Customer Retention

Read More
blog image
Customer Onboarding

Banking in the Era of Connected Experience: Customer Onboarding

Read More
blog image
Customer Engagement

Banking in the Era of Connected Experience: Customer Engagement

Read More
blog image
Customer Retention

Banking in the Era of Connected Experience: Customer Retention

Read More
blog image
Customer Onboarding

Banking in the Era of Connected Experience: Customer Onboarding

Read More
blog image
Customer Engagement

Banking in the Era of Connected Experience: Customer Engagement

Read More
blog image
Customer Retention

Banking in the Era of Connected Experience: Customer Retention

Read More
blog image
Banking

Customer Engagement for Banking in India: Payment, Lending, and Trading Sub-segment Growth

Read More
blog image
Banking

Learn Everything About Banking in the Era of the Connected Customer

Read More
blog image
Banking

Keep Customer Data Confidential with PII Masking

Read More