Build devoted customers through
tailored interactions.
Engage customers and boost subscriptions with tailored content, enhancing loyalty and lifetime value through customized recommendations.
Build trust and drive lifetime value with secure SMS and email communication.
Transform your financial institution by delivering personalized and compliant experiences through targeted SMS and email campaigns. BroadEngage empowers finance and banking businesses to leverage unified customer data and AI — ensuring every message is timely, relevant, and crafted to meet the needs of your customers.
Built for finance from the ground up
Four capability pillars that work together to keep customers engaged, informed, and loyal.
Foster trust with secure communication
Data Privacy and Compliance
Every SMS and email sent through BroadEngage adheres to the strictest financial regulations and data privacy laws — including GDPR, CCPA, and more. Protect sensitive information while delivering personalized content.
Transaction Alerts and Notifications
Keep customers informed with real-time SMS and email notifications about account activities, transaction alerts, balance updates, and fraud detection — enhancing security and trust.
Enhance customer engagement and satisfaction
Personalized Financial Advice
Use BroadEngage's AI-driven capabilities to send customized financial advice and product recommendations directly to inboxes or phones — tips on saving, investment opportunities, or loan offers.
Event-Based Communication
Automatically trigger SMS and email messages based on key events: account milestones, payment due dates, or interest rate changes. Proactive communication keeps customers engaged.
Drive long-term customer value
Onboarding and Retention Campaigns
Make new customers feel welcomed with automated onboarding sequences via SMS and email. Follow up with educational content, service introductions, and personalized offers.
Loyalty and Rewards Programs
Keep customers loyal with targeted campaigns that promote rewards — points, cash back, or exclusive perks. Personalized messages drive engagement and long-term value.
Optimize your marketing with data-driven insights
Customer Segmentation
Leverage powerful data analytics to segment audiences by behavior, demographics, and financial needs. Tailor campaigns to different customer groups for maximum impact.
Campaign Performance Analytics
Monitor SMS and email campaign performance with real-time analytics. Track open rates, click-through rates, and conversion rates to continuously refine your strategy.
Transform your financial communications with BroadEngage.
Discover how BroadEngage can elevate your finance and banking communications with specialized SMS and email features. Deliver experiences that inspire trust, enhance customer satisfaction, and drive lifetime value.
Questions, answered.
Common things businesses ask before getting started with BroadEngage.
Our platform enhances customer engagement, streamlines operations, and improves financial data analysis for better decision-making.