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.

Traditional Banks

Modernize engagement by turning anonymous traffic into verified customers with gamified, mobile-first onboarding. Reduce CAC, cut eKYC drop-offs, and drive early-month spend with secure, AI-powered journeys across every channel.

Digital / Neo Banks

Fuel growth for mobile-first banks like Super Bank or Alo Bank by capturing intent instantly and personalizing every swipe. Activate, upsell, and retain users with WhatsApp nudges and rewards that keep them transacting 2–3× a month.

Insurance

Move customers from quote to policy with calculators, conversational AI, and timely reminders. Boost renewals, upsells, and reactivations—while staying fully compliant.

Fintech & Wallets

Turn first-time app downloads into daily users with gamified KYC and behavior-based offers. Drive repeat transactions and lifetime value with AI-powered segmentation across SMS, push, and in-app.

Government Retirement Plans

Simplify retirement planning with fast ID checks, personalized guidance, and helpful reminders. Increase enrollments and contributions while meeting strict compliance and accessibility standards.

Crypto, Trading & Brokerage

Onboard fast, build trust, and keep investors engaged with real-time alerts and seamless KYC. Drive repeat trades with personalized insights and enterprise-grade security.

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.

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.

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.

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.

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.

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.

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).

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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).

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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.

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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.

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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.

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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.

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5 marketing strategies for financial services providers to enhance CX

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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…

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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…