Success Story
Retail & EcommerceFrom first click to repeat purchase, create experiences your customers will love
Financial ServicesBuild trust and loyalty with personalized experiences that increase engagement and retention
Travel & HospitalityInspire travelers, personalize the journey, boost bookings, and drive ancillary revenue
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increase in digital account sign-ups or application
increase in transaction completion or product usage
reduction in service tickets or contact center cost
increase in Customer Lifetime Value
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.
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.
Recover users who abandon during eKYC with timely WhatsApp and app push nudges. Then guide them toward their first transaction to complete onboarding.
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.
Identify inactive customers after 30+ days of silence and win them back with targeted offers, reminders, and personalized incentives via WhatsApp and app push.
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.
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.
Trigger real-time app push notifications based on behavior—so users spend, save, and return more often. Drive daily usage, loyalty, and financial confidence.
Send smart SMS nudges before Equated Monthly Instalment (EMI) due dates with amounts, deadlines, and reward hooks. Reinforce trust with timely, personalized EMI reminders.
Win back disengaged customers through email campaigns offering bundled upgrades with real value. Give priority support, fee waivers, and loyalty rewards that spark action.
Use in-app games to reduce application friction and reward users instantly. Boost form completion, increase conversions, and make every interaction feel rewarding.
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.
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.
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.
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.
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.
Learn from leading financial services companies using Insider to forge unbreakable lifelong customer bonds
and deliver exceptional growth through proven strategies.
“Insider enabled us to scale personalized journeys for millions worldwide, achieving quick time-to-value, reduced IT workload, and higher customer satisfaction, and is now a crucial partner for driving our digital growth.”
Senior Vice President, Digital Strategy, ING
27%
increase in lead conversion rate
10%
uplift in NPS
32%
reduction in IT resource usage
“Data privacy rules and complex sales cycles made it hard for us to get a complete customer view. Insider solved this with real-time server-to-server integration and encrypted IDs, letting us securely build precise segments and deliver more effective customer journeys.”
Vice President, Marketing & Service Design, 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
“Insider’s advanced segmentation let us quickly deliver hyper-personalized banking offers to high-value segments, driving triple-digit growth in loan and credit card applications while enabling more precise, agile, and flexible personalization at scale.”
SVP, Digital Banking, BBVA
192%
boost in mobile credit card sign-ups
51%
lift in search bar usage among seniors
20%
increase in login rates among the 55+ segment
“We switched from our previous provider to Insider to connect all digital data and touchpoints, cut eKYC drop-offs, and boost high-quality leads. In weeks, sales cycles were faster, acquisition costs lower, and customer trust and engagement at an all-time high.”
Performance Marketing VP, Generali
3X
increase in leads.
20%
faster sales cycles.
17%
fewer eKYC drop-offs
“Insider’s advanced automation transformed our client engagement and trading experience, significantly increasing platform volume, active traders, and client retention while building greater efficiency and trust.”
Chief Technology Officer, Leading Crypto & Brokerage Platform
37%
increase in active funded accounts
19%
growth in trading volume year-over-year
15%
reduction in support tickets and client inquiries
Learn from leading financial services companies using Insider to forge unbreakable lifelong customer bonds
and deliver exceptional growth through proven strategies.
“Insider enabled us to scale personalized journeys for millions worldwide, achieving quick time-to-value, reduced IT workload, and higher customer satisfaction, and is now a crucial partner for driving our digital growth.”
Senior Vice President, Digital Strategy, ING
27%
increase in lead conversion rate
10%
uplift in NPS
32%
reduction in IT resource usage
“Data privacy rules and complex sales cycles made it hard for us to get a complete customer view. Insider solved this with real-time server-to-server integration and encrypted IDs, letting us securely build precise segments and deliver more effective customer journeys.”
Vice President, Marketing & Service Design, 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
“Insider’s advanced segmentation let us quickly deliver hyper-personalized banking offers to high-value segments, driving triple-digit growth in loan and credit card applications while enabling more precise, agile, and flexible personalization at scale.”
SVP, Digital Banking, BBVA
192%
boost in mobile credit card sign-ups
51%
lift in search bar usage among seniors
20%
increase in login rates among the 55+ segment
“We switched from our previous provider to Insider to connect all digital data and touchpoints, cut eKYC drop-offs, and boost high-quality leads. In weeks, sales cycles were faster, acquisition costs lower, and customer trust and engagement at an all-time high.”
Performance Marketing VP, Generali
3X
increase in leads
20%
faster sales cycles.
17%
fewer eKYC drop-offs
“Insider’s advanced automation transformed our client engagement and trading experience, significantly increasing platform volume, active traders, and client retention while building greater efficiency and trust.”
Chief Technology Officer, Leading Crypto & Brokerage Platform
37%
increase in active funded accounts
19%
growth in trading volume year-over-year
15%
reduction in support tickets and client inquiries
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, BNM RMiT, LGPD, and OJK, empowering you to build trust and lasting customer relationships.
See how Insider compares with traditional players.
Insider One is a Leader in the IDC MarketScape: Worldwide AI-Enabled Marketing Platforms for Enterprise Companies 2025
AI
Journey Orchestration
Unifying Customer Data
Marketing 3.99/5.0
Digital Commerce 4.11/5.0
Services and Support 3.94/5.0
Insider One Recognized as a 2025 Gartner Peer Insights™ Customers’ Choice for Multichannel Marketing Hubs
Product Capabilities 4.9/5.0
Sales Experience 4.9/5.0
Deployment Experience 4.8/5.0
Support Experience 4.9/5.0
Insider One recognized as a Leader in The Forrester Wave: Cross-Channel Campaign Management (Independent Platforms)
Personalization
Innovation Strategy
Platform Architecture
Predictive Analytics
Machine Learning
Insider One named a leader in the IDC MarketScape for Worldwide omnichannel Marketing Platforms
Personalization
Channel Breadth
AI / Machine Learning
Personalization Software
CDP
Mobile Marketing
SMS Marketing
WhatsApp Marketing
6 more categories
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 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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