Customer Engagement Platform for Financial Services- Insider
2026-03-06 00:23 Diff
https://useinsider.com/314159-271828-archived-financial-services/

Personalized Financial Engagement for Lifelong Customers

Think beyond mundane banking experiences. Inspire your marketers with AI-led personalization, unified customer data, and unmatched channel reach. Transform customer engagement across Banking, Insurance, and Fintech—all from one powerful omnichannel marketing automation platform.

Trusted by leading financial services brands worldwide

Enterprise-grade platform to scale digital customer engagement across channels

Unify data to create a single customer view

Integrate data from your core banking system, payment gateway, loan management, ERP, and more to build 360-degree customer profiles and improve segment precision.

Rethink In-App experiences to drive engagement

Create real-time, personalized app experiences using customizable no-code templates that improve retention and engagement.

Engage precisely with omnichannel experiences

Deliver seamless banking experiences that drive customer actions across their preferred channels—WhatsApp, SMS, Email— powered by real-time transactions and behavioral insights.

Unify data to create a single customer view

Integrate data from your core banking system, payment gateway, loan management, ERP, and more to build 360-degree customer profiles and improve segment precision.

Rethink In-App experiences to drive engagement

Create real-time, personalized app experiences using customizable no-code templates that improve retention and engagement.

Engage precisely with omnichannel experiences

Deliver seamless banking experiences that drive customer actions across their preferred channels—WhatsApp, SMS, Email— powered by real-time transactions and behavioral insights.

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Deliver personalized banking experiences from discovery to loyalty

INSIDER FOR BANKING

Onboard clients seamlessly

Guide customers through secure eKYC and account setup processes on their preferred channels.

Boost spend stimulation

Increase average spending with cross-category spending simulation tactics.

Promote early month-on-book

Deliver proactive, personalized messages to influence higher month-on-book performance.

Create trustworthy transactions

Make transactions more reliable and engaging with real-time transactional messages and authentications.

Support and retain with conversational AI

Build lifelong customer relationships with Conversational AI bots designed for real-time, human-like support. Enjoy effortless setup and expert conversational design.

INSIDER FOR BANKING

Deliver personalized banking experiences from discovery to loyalty

  • Onboard clients seamlessly

    Guide customers through secure eKYC and account setup processes on their preferred channels.

  • Boost spend stimulation

    Increase average spending with cross-category spending simulation tactics.

  • Promote early month-on-book

    Deliver proactive, personalized messages to boost revenue and influence higher month-on-book performance.

  • Create trustworthy transactions

    Make transactions more reliable and engaging with real-time transactional messages and authentications.

  • Support and retain with conversational AI

    Build lifelong customer relationships with Conversational AI bots designed for real-time, human-like support. Enjoy effortless setup and expert conversational design.

INSIDER FOR INSURANCE

Create lifelong insurance customers with trustworthy experiences

  • Accelerate conversions with personalized renewal strategies

    Tailor policy recommendations using insights from customer lifecycle, life events, age and other key factors to improve your conversion rate.

  • Drive policy sign-ups with interactive calculators

    Enable customers to compare options, calculate interest, estimate costs, and choose the right policy with conversational experiences.

  • Send reminders to ensure on-time payments

    Engage customers with timely reminders to help them stay on top of their payments.

  • Upsell add-ons and top-ups

    Promote additional coverage options aligned with individual needs, driving higher customer satisfaction and revenue growth.

  • Re-activate lapsed policies

    Drive re-activation offers with timely, relevant app push notifications that engage customers instantly.

Create lifelong insurance customers with trustworthy experiences

INSIDER FOR INSURANCE

Accelerate conversions with personalized renewal strategies

Tailor policy recommendations using insights from customer lifecycle, life events, age and other key factors to improve your conversion rate.

Drive policy sign-ups with interactive calculators

Guide customers through secure eKYC and account setup processes on their preferred channels.

Send reminders to ensure on-time payments

Engage customers with timely reminders to help them stay on top of their payments.

Upsell add-ons and top-ups

Promote additional coverage options aligned with individual needs, driving higher customer satisfaction and revenue growth.

Re-activate lapsed policies

Drive re-activation offers with timely, relevant app push notifications that engage customers instantly.

Loved by brands, trusted by analysts ❤️

Insider named Leader in the Gartner Magic Quadrant™ for Personalization Engines

Insider achieved the highest scores in all three personalization use cases—Marketing (3.99/5.0), Digital Commerce (4.11/5.0), and Services and Support (3.94/5.0), in the 2023 Gartner Critical Capabilities for Personalization Engines Report.

‘’With Insider, we’ve been able to unify our customer data across channels, gaining invaluable real-time insights that enhance personalization and improve overall customer satisfaction.”

“Insider’s event-triggered personalization helped us achieve a 502% surge in personal loan applications and optimize key conversion events like log-ins and overdraft account openings.”

“Insider helps us create personalized, interactive onsite experiences that make our website engaging and fun for every customer.”

Supercharge your financial services experiences with Insider

Boost revenue per customer, engagement frequency, and CLTV with secure, real-time customer engagement for banks.

Insider’s App solution has saved us weeks of time, effort and resources.

“We couldn’t understand why customers would download our app and never use it. Insider’s in-app templates and App Push notifications have enabled us to build a strategy to engage and retain our app users considerably. It’s now our top-performing channel by engagement.”

Thanks to Insider, we’re no longer struggling to upsell services and products.

“Insider enables us to manage all channels from one platform, which has consolidated our tech stack considerably. We can also automate communications to boost conversions across services and products previously hard to up-sell, including insurance policies and credit cards.”

Head of Digital Transformation

The ultimate digital transformation guide for financial services providers

This ebook explores transforming digital customer experiences for enhanced acquisition, loyalty, and profitability with Insider, the leading marketing technology provider. We share insights and examples from global banking giants—including Allianz and Garanti BBVA— to explore how they’re using Insider to become the #1 choice for their customers in a fiercely competitive industry.

Secure, compliant solutions for 1,200+ global brands

As a 100% GDPR-compliant company, data privacy and security lie at the core of Insider’s technology and culture.

Product security features

Granular access rights, IP restrictions, SSL/TLS encryption, activity monitoring, DDoS mitigation, and access logs, to fortify architecture and safeguard user interactions.

Data confidentiality and job controls

Strict internal access and job controls, including background checks and confidentiality agreements, prevent unauthorized access.

Availability controls

AWS-powered disaster recovery and availability with daily, weekly, and monthly backups. Along with an incident response team to ensure data integrity and business continuity.

Segregation controls

Data segregation with unique code snippets for each customer account. Multi-domain features and user roles provide customization options for 100% compliance.

API security and authentication

Insider's services default to SSL, and highly sensitive services are served over HTTPS for secured authentication processes.

Physical security

Insider's services and data are hosted in AWS facilities with stringent physical security measures, including biometric identity verification, network access control, and the separation of testing environments.