Build Lifelong Loyalty Through Secure, Personalized Financial Engagement
Behind every click is a customer trusting you with their future. Insider helps financial brands earn that trust by turning fragmented signals into secure, personalized customer journeys that drive lifelong value and real results.
Drive real outcomes. Scale with confidence.
15-35%
increase in digital account sign-ups or application
20-50%
increase in transaction completion or product usage
10-30%
reduction in service tickets or contact center cost
10-25%
increase in Customer Lifetime Value
CUSTOMER LIFETIME VALUE MANAGEMENT
Maximize customer value from first click to lifelong loyalty
Turn first-time visitors into lifelong customers with secure, personalized journeys to unlock value at every touchpoint. Engage anonymous users through gamified acquisition, recover onboarding drop-offs, and encourage repeat transactions. Win back inactive users and build trust with seamless agent support to grow customer lifetime value continuously. Drive real results.
Convert anonymous visitors with gamified acquisition
Engage high-intent, pre-login anonymous visitors through mobile-friendly, gamified templates like spin-the-wheel or memory games. Collect key customer data upfront, lower acquisition costs, and lay the groundwork for personalized engagement.
Rescue drop-offs and drive first transactions
Recover users who abandon during eKYC with timely WhatsApp and app push nudges. Then guide them toward their first transaction to complete onboarding.
Drive repeat transactions across key moments
Trigger cross-sell and upsell opportunities based on customer behavior, financial milestones, or product lifecycle. Boost transactional frequency during the crucial Early Month on Book (EMOB) phase.
Re-engage dormant users before they churn
Identify inactive customers after 30+ days of silence and win them back with targeted offers, reminders, and personalized incentives via WhatsApp and app push.
Build loyalty with agent-assisted support
Resolve customer needs without friction with Insider’s AI-powered Support Agent. Deliver instant, context-aware assistance with the option to seamlessly escalate to a human agent when needed to build trust, remove barriers, and create upsell opportunities.
CUSTOMER LIFETIME VALUE MANAGEMENT
Maximize customer value from first click to lifelong loyalty
Turn first-time visitors into lifelong customers with secure, personalized journeys to unlock value at every touchpoint. Engage anonymous users through gamified acquisition, recover onboarding drop-offs, and encourage repeat transactions. Win back inactive users and build trust with seamless agent support to grow customer lifetime value continuously. Drive real results.
-
Convert anonymous visitors with gamified acquisition
Engage high-intent, pre-login anonymous visitors through mobile-friendly, gamified templates like spin-the-wheel or memory games. Collect key customer data upfront, lower acquisition costs, and lay the groundwork for personalized engagement.
-
Rescue drop-offs and drive first transactions
Recover users who abandon during eKYC with timely WhatsApp and app push nudges. Then guide them toward their first transaction to complete onboarding.
-
Drive repeat transactions across key moments
Trigger cross-sell and upsell opportunities based on customer behavior, financial milestones, or product lifecycle. Boost transactional frequency during the crucial Early Month on Book (EMOB) phase.
-
Re-engage dormant users before they churn
Identify inactive customers after 30+ days of silence and win them back with targeted offers, reminders, and personalized incentives via WhatsApp and app push.
-
Build loyalty with agent-assisted support
Resolve customer needs without friction with Insider’s AI-powered Support Agent. Deliver instant, context-aware assistance with the option to seamlessly escalate to a human agent when needed to build trust, remove barriers, and create upsell opportunities.
ALWAYS ON MARKETING JOURNEYS
Never miss a moment: Engage effortlessly, convert 24/7.
Keep customers engaged with timely, personalized campaigns that adapt to their preferred channels in real time for maximum impact. Increase conversions by making every interaction seamless and rewarding.
Reignite Engagement with Data-Driven Push Notifications
Trigger real-time app push notifications based on behavior—so users spend, save, and return more often. Drive daily usage, loyalty, and financial confidence.
Drive On-Time Payments with Targeted Reminders
Send smart SMS nudges before Equated Monthly Instalment (EMI)due dates with amounts, deadlines, and reward hooks. Reinforce trust with timely, personalized EMI reminders.
Reignite Dormant Customers with Premium Perks
Win back disengaged customers through email campaigns offering bundled upgrades with real value. Give priority support, fee waivers, and loyalty rewards that spark action.
Reduce Drop-Off With In-App Play
Use in-app games to reduce application friction and reward users instantly. Boost form completion, increase conversions, and make every interaction feel rewarding.
ALWAYS ON MARKETING JOURNEYS
Never miss a moment: Engage effortlessly, convert 24/7.
Keep customers engaged with timely, personalized campaigns that adapt to their preferred channels in real time for maximum impact. Increase conversions by making every interaction seamless and rewarding.
-
Reignite Engagement with Data-Driven Push Notifications
Trigger real-time app push notifications based on behavior—so users spend, save, and return more often. Drive daily usage, loyalty, and financial confidence.
-
Drive On-Time Payments with Targeted Reminders
Send smart SMS nudges before Equated Monthly Instalment (EMI) due dates with amounts, deadlines, and reward hooks. Reinforce trust with timely, personalized EMI reminders.
-
Reignite Dormant Customers with Premium Perks
Win back disengaged customers through email campaigns offering bundled upgrades with real value. Give priority support, fee waivers, and loyalty rewards that spark action.
-
Reduce Drop-Off With In-App Play
Use in-app games to reduce application friction and reward users instantly. Boost form completion, increase conversions, and make every interaction feel rewarding.
TRANSACTIONAL ACTIVATION
Build unbreakable trust in every transaction
Secure every step of the customer journey to build lasting customer confidence. Use real-time OTPs and biometric checks to protect legitimate user actions, and send instant alerts to ease anxiety. AI-monitoring to flag suspicious behavior. Stop fraud and build powerful customer trust with proactive security.
Authorize High-Risk Transactions without Security Threats
Protect high-value transactions with OTP-based verification delivered via SMS. Confirm user intent instantly to prevent fraud, reduce risk, and uphold trust at scale.
Build Transparency with Instant Payment Alerts
Send real-time WhatsApp notifications after each transaction. Provide immediate confirmation, ease customer anxiety, and reduce support volume, while reinforcing trust in your digital services.
Secure Onboarding with Real-Time, Role-Based Flows
Trigger push notifications and require biometric or PIN confirmation for sensitive onboarding actions. Personalize flows by role and risk, ensuring security without disrupting the customer experience.
Detect Suspicious Activity Before It Escalates
Use AI to monitor transactional behavior in real time. Instantly alert customers via SMS when fraud is suspected to facilitate fast action, reduce loss, and safeguard customer trust.
TRANSACTIONAL ACTIVATION
Build unbreakable trust in every transaction
Secure every step of the customer journey to build lasting customer confidence. Use real-time OTPs and biometric checks to protect legitimate user actions, and send instant alerts to ease anxiety. AI-monitoring to flag suspicious behavior. Stop fraud and build powerful customer trust with proactive security.
-
Authorize High-Risk Transactions without Security Threats
Protect high-value transactions with OTP-based verification delivered via SMS. Confirm user intent instantly to prevent fraud, reduce risk, and uphold trust at scale.
-
Build Transparency with Instant Payment Alerts
Send real-time WhatsApp notifications after each transaction. Provide immediate confirmation, ease customer anxiety, and reduce support volume, while reinforcing trust in your digital services.
-
Secure Onboarding with Real-Time, Role-Based Flows
Trigger push notifications and require biometric or PIN confirmation for sensitive onboarding actions. Personalize flows by role and risk, ensuring security without disrupting the customer experience.
-
Detect Suspicious Activity Before It Escalates
Use AI to monitor transactional behavior in real time. Instantly alert customers via SMS when fraud is suspected to facilitate fast action, reduce loss, and safeguard customer trust.
Hear from our customers
Learn from leading financial services companies using Insider to forge unbreakable lifelong customer bonds
and deliver exceptional growth through proven strategies.
“What impressed us most is Insider’s AI-powered segmentation capabilities. The platform learns from customer behavior and identifies which products and services would interest each customer most. This powerful intelligence helps us maximize our engagement ratios and deliver relevant, timely experiences.“
Marketing and Service Design Group Head at Allianz
80%
user opt-in rate with app push notifications.
20%
higher communication opt-in rate vs. industry average, driven by AI.
ROI
delivered within days.
“With Insider’s InStory, we saw a 4X higher credit card application rate from users who interacted with our stories. This innovative format has been instrumental in capturing the attention of our mobile audience and driving significant results.”
Digital Sales Director at Garanti BBVA
400%
boost in mobile credit card sign-ups
51%
lift in search bar usage among seniors
20%
increase in login rates among the 55+ segment
Hear from our customers
Learn from leading financial services companies using Insider to forge unbreakable lifelong customer bonds
and deliver exceptional growth through proven strategies.
“What impressed us most is Insider’s AI-powered segmentation capabilities. The platform learns from customer behavior and identifies which products and services would interest each customer most. This powerful intelligence helps us maximize our engagement ratios and deliver relevant, timely experiences.“
Marketing and Service Design Group Head at Allianz
80%
user opt-in rate with app push notifications.
20%
higher communication opt-in rate vs. industry average, driven by AI.
ROI
delivered within days.
“With Insider’s InStory, we saw a 4X higher credit card application rate from users who interacted with our stories. This innovative format has been instrumental in capturing the attention of our mobile audience and driving significant results.”
Digital Sales Director at Garanti BBVA
400%
boost in mobile credit card sign-ups
51%
lift in search bar usage among seniors
20%
increase in login rates among the 55+ segment
Ready to turn unified customer data into real outcomes
with AI-built customer journeys?
Unifying your tech stack and customer data is only half the work. The real impact comes from activating it. With Insider’s Sirius AI, you can generate segments, build journeys, and launch personalized engagement across channels using simple prompts.
Uncompromising Security. Certified Compliance.
Strict regulations shouldn’t limit your growth. Trusted by over 1,500 global customers, our platform offers multi-layered security, featuring SSL encryption, robust API authentication, secure AWS hosting, and disaster recovery. With granular access controls and industry-leading certifications, we ensure full compliance with global standards like GDPR, CCPA, LPGD, and OJK, empowering you to build trust and lasting customer relationships.
Product security features
Granular access rights, IP restrictions, SSL/TLS encryption, activity monitoring, DDoS mitigation, and access logs strengthen Insider’s infrastructure. Personally Identifiable Information PII and other data are secured through multi-layered protocols that reduce risk and enable lawful, privacy-first data processing.
Data confidentiality and job controls
Access to sensitive data is strictly controlled through background checks, confidentiality agreements, and defined user roles. Insider adheres to leading regulatory frameworks, including GDPR, CCPA, BNM RMiT, LGPD, and OJK, to maintain full compliance across markets.
Availability controls
Insider’s infrastructure, powered by AWS, includes disaster recovery protocols and multi-tiered backups (daily, weekly, monthly) to maintain data integrity and keep services consistently available, even under pressure.
Segregation controls
Each customer’s data is isolated through unique code snippets, with multi-domain support and role-based access built in. This structure offers precision, control, and compliance without compromising usability.
API security and authentication
All services default to SSL encryption. Sensitive endpoints are protected by HTTPS and robust authentication, guarding data in motion and at rest from unauthorized access.
Physical security
Insider’s services are hosted in secure AWS data centers with biometric verification, network access controls, and isolated testing environments. Customer data is stored in-region to meet data residency and localization requirements.
20% boost in user engagement achieved by creating cross-channel marketing campaigns
Insider helped us deliver personalized, omnichannel experiences across the entire customer lifecycle—from eKYC and onboarding to cross-sell and upsell journeys. Using Architect and A/B testing, we increased engagement rates by up to 20% with tailored campaigns. Their ready-to-use templates and powerful mobile tools made it easy to launch at scale and engage millions through app push and in-app messages.
General Manager
Banking
Improved lead generation & engagement with Insider’s AI-led cross-channel marketing
Architect’s Generative AI helped us speed up campaign creation and execution by enabling us to select the right segment, create comprehensive journeys, and craft compelling messages and images for web push, email, and SMS. We increased lead collection rates by 15% and empowered our sales team with cleaner, high-quality leads.
Data & Analytics Manager
Banking
The most effective solution to boost conversions by creating personalized customer journeys
Insider helped deliver a unified customer experience across all channels, including SMS, email, web push, and others, much more effectively. Loan application submissions increased by 48% since we started personalizing customer experience.
Growth Manager
Finance (non-banking)
Reduced Customer Acquisition Cost (CAC) in days with gamified lead collection templates
Insider’s web suite and ready-to-use templates helped us quickly launch personalized campaigns that enhanced the website experience for both new and existing users. With strong support from their team, we increased registrations and significantly optimized our Customer Acquisition Cost (CAC).
Digital Marketing Manager
Banking
Perfect cross-channel marketing automation solution for Fintech brands
SMS and email channels drove more traffic to our mobile app, and the exhaustive template store helped us design campaigns that we could run on our mobile app to improve platform stickiness.
Head of Investment Business
Finance (non-banking)
Simple personalized customer engagement and experience platform
Architect’s funnel analytics give us clear visibility into where users drop off, helping us identify and address the key reasons behind subscription and eKYC funnel drop rates. This has been crucial in optimizing our user journeys and improving overall conversion.
General Manager
Finance (non-banking)
AI-driven personalized campaigns boost lead quality
We utilize Sirius AI on Architect for predictive segmentation, enabling us to select the optimal time to target the ideal segment of users. One more notable feature is the A/B Winner Auto-selection, which enables us to make informed decisions about the campaigns.
Marketing Manager
Insurance
Revolutionizing the loan service experience: the power of personalized recommendations
Insider’s 360-degree view of customer behavior has helped us better understand user intent and deliver personalized web push recommendations. Accurate segmentation has helped us target more efficiently, leading to increased number of loan applications.
Digital Sales & Growth Manager
Banking
Improved engagement with Insider’s personalized email marketing
Insider’s local customer support team in our region has been instrumental in helping us scale growth. With their guidance, we improved our email delivery and open rates through personalized, well-targeted campaigns.
Data & Analytics Manager
Banking
Created personalized app engagement with app push, email and SMS
Insider’s onboarding and customer success teams have been incredibly supportive in helping us drive consistent growth. By connecting SMS, email, and app push through Architect, we’ve increased app traffic and created seamless, orchestrated customer journeys.
Sales Executive
Banking
Loved by brands, recognized by analysts ❤️
Insider named a Leader in the 2023 Gartner® Magic Quadrant™ for Personalization Engines
Insider’s AI-powered personalization capabilities make it the #1 choice for marketers worldwide. We received the highest scores for all three personalization use cases; Marketing (3.99/5.0), Digital Commerce (4.11/5.0), and Services and Support (3.94/5.0).
Read the full report
Insider Recognized as a 2025 Gartner Peer Insights™ Customers’ Choice for Multichannel Marketing Hubs
Insider is recognized as a Customers’ Choice with the highest overall rating of 4.9/5 and a 100/100 score for Willingness to Recommend. We’re rated #1 for achieving the highest scores across four categories: Product Capabilities (4.9/5.0), Sales Experience (4.9/5.0), Deployment Experience (4.8/5.0), and Support Experience (4.9/5.0).
Read the full report
Insider recognized as a Leader in The Forrester Wave™: Cross-Channel Campaign Management (Independent Platforms) Q3, 2021
Insider achieved a perfect 5.0/5.0 rating across 16 Forrester Wave criteria, including personalization, platform architecture, innovation strategy, predictive analytics, and machine learning, with the highest score in the campaign orchestration category.
Read the full report
Insider named a leader in the IDC MarketScape for Worldwide Omnichannel Marketing Platforms 2023
Read the report to learn more about why recognized Insider as a disruptor “at or above technical parity with the conventional solutions” and highlighted our extensive breadth of channels, personalization, and AI/ML.
Access the report
Insider tops G2's Spring’25 reports as the #1 Leader across 11 categories
Insider tops the charts as the #1 Leader in Personalization Software, Customer Data Platforms (CDP), Mobile Marketing, SMS Marketing, WhatsApp Marketing, E-commerce Search, Customer Journey Analytics, Marketing Automation, and more. We’re also named the #6 Best Software Product in the world.
Learn more
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.
Blog
5 marketing strategies for financial services providers to enhance CX
It’s hard to overstate the importance of the customer experience in financial services. Previously, a good customer experience meant…
Blog
CDP for financial services: Unify customer data & drive revenue
Customer data platforms (CDP) are now a staple for many financial institutions. Their ability to aggregate customer data…
Blog
Omnichannel Banking: 4 Steps to Build Omnichannel Customer Experiences with Inside
“Banks are no longer just financial institutions—they’re technology companies in disguise,” says Sharanya Ravichandran, VP of Design at JPMorgan Chase…
Blog
5 marketing strategies for financial services providers to enhance CX
It’s hard to overstate the importance of the customer experience in financial services. Previously, a good customer experience meant…
Blog
CDP for financial services: Unify customer data & drive revenue
Customer data platforms (CDP) are now a staple for many financial institutions. Their ability to aggregate customer data…
Blog
Omnichannel Banking: 4 Steps to Build Omnichannel Customer Experiences with Insider
“Banks are no longer just financial institutions—they’re technology companies in disguise,” says Sharanya Ravichandran, VP of Design at JPMorgan Chase…
