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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Our Customers’ Stories Speak for Themselves

IndusInd Bank Clocks Upto 30% Uplift in Conversion Rates

The ease of use of the MoEngage platform has helped Growth and Marketing teams at EasyCredit (by IndusInd Bank), cut down the time involved in setting up campaigns from idea to concept to execution from approximately 14 days to as low as 15 minutes. Therefore increasing operational efficiency!

Charu Mathur

Chief Digital Officer & Head - Business Strategy & New Initiatives, IndusInd Bank

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

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

Samco Securities enhances Customer Onboarding Process Using MoEngage

By digitizing the whole onboarding process, MoEngage has helped us reduce our cost of acquisition, automated the whole process of engagement, reduce tech dependency on the team and also enables us to provide a stimulating experience to the customers.

Ajay Dusane

Chief Growth Officer, Samco Securities

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

How Branch International Increased Loan Application Rates

With MoEngage Analytics, we’ve been able to identify and act upon the drop-offs in the customer journey. Using the intelligence that MoEngage offers, we’ve been able to touch base with customers at the right time, using the right channel, thus improving our loan application rates from 48% to 56% in the last 6-8 months.

Manjunath BR

Manager-Customer Lifecycle Marketing, Branch International

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

Our Customers’ Stories Speak for Themselves

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

Industry Recognitions

MoEngage Lets You...

  • 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
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 that we've curated for you.

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Customer Engagement

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Industry Benchmarks

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Segmentation Tactics

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Customer Retention

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Connected Banking

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Millenial Marketing

Understand How Current Aced Banking For Millennials Gen Z

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Industry Benchmarks

Mobile Banking Trends: Learn How to Engage Customers in Banking

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Customer Onboarding

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Customer Engagement

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Customer Retention

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Customer Onboarding

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Customer Engagement

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Customer Retention

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Banking

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

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Banking

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Banking

Keep Customer Data Confidential with PII Masking

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