Deliver experiences that inspire trust and drive lifetime value

Leverage compliant, unified customer data and AI to accelerate digital transformation. Craft relevant and timely messages across any channel or device to meet the needs, wants, and preferences of your customers.

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Trusted by leading financial services brands worldwide

Unify customer data to deliver maximum marketing impact

Integrate Insider with third-party tools and in-house systems to unlock insights, make data actionable, and build seamless cross-channel customer experiences. Predict customer interests, discover upsell opportunities, and unify customer profiles — all from one compliant, secure platform.

Build customer-centric digital banking experiences

Make each digital banking experience convenient, efficient, and friction-free across every device. Craft gamified Know Your Customer (KYC) processes, build intuitive application forms, and personalize experiences across web, app, and more to drive engagement and boost customer confidence.

Gather zero and first-party data with interactive experiences​

Use engaging, interactive experiences to collect data on your customers’ biggest beauty concerns, skincare routine, or formula preferences.

Leverage gamified surveys, interactive AMP-powered email experiences, and real-time surveys to collect first-party data to help you quickly guide customers to the right products for them.

“What impressed us most is Insider’s AI-powered segmentation capabilities. The platform learns from customer behavior and identifies which products and services interest each customer most. This powerful intelligence helps us maximize engagement and deliver relevant, timely experiences.”

Marketing Group Head
Allianz

Garanti BBVA increases CVR by up to 502% with advanced personalization

“We’ve been able to create and engage our user control groups with high accuracy, improved engagement metrics, and conversion rates across our financial offerings. We’ve also run A/B tests to deliver better customer experiences and ensure strong business results to give us more flexibility and precision.”

Digital Marketing Manager at Garanti BBVA

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Boost form completion with re-engagement messages

Boost form submission rates and minimize bounce rates with AI-backed exit-intent messages, re-engage those who have switched tabs with custom tab messages and emojis, or send timely reminders via mobile channels to increase lead collection.

Increase upsell and cross-sell with uniquely tailored messaging

Don’t miss a single opportunity to Know Your Customer better by collecting and consolidating customer data across touchpoints. Leverage AMP forms in email, SMS, and two-way WhatsApp conversations to continuously collect information and deliver more relevant experiences and recommendations.

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.”

Digital Product Lead

Leading Bank

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

Leading Insurance Brand

Read more 5-star reviews for happy customers on G2 

Compliant, conversational banking experiences with WhatsApp Business API

Self-serve flows for service requests

Meet the increasing demand for self-service through the world’s most popular messaging app. Initiate structured and unstructured conversations on WhatsApp for a variety of use cases, including applications, credit card upgrades, insurance enquiries, and more.

Compliant, conversational banking experiences with WhatsApp Business API

Deliver tailor-made product recommendations

Meet the increasing demand for self-service through the world’s most popular messaging app. Initiate structured and unstructured conversations on WhatsApp for a variety of use cases, including applications, credit card upgrades, insurance enquiries, and more.

Compliant, conversational banking experiences with WhatsApp Business API

Be where your
customers are

Meet the increasing demand for self-service through the world’s most popular messaging app. Initiate structured and unstructured conversations on WhatsApp for a variety of use cases, including applications, credit card upgrades, insurance enquiries, and more.

Compliant, conversational banking experiences with WhatsApp Business API

Meet the increasing demand for self-service through the world’s most popular messaging app. Initiate structured and unstructured conversations on WhatsApp for a variety of use cases, including applications, credit card upgrades, insurance enquiries, and more.

  • Self-serve flows for service requests

  • Conversational interest calculators

  • Conversational recommendations to drive upsells

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.

Loved by brands, trusted by analysts ❤️

Insider named a Leader in IDC MarketScape for Worldwide Omnichannel Marketing Platforms

The IDC Marketscape recognizes Insider as the leader that “supports an impressive array of omnichannel marketing tactics including email marketing, website personalization, push notifications, and In-App Messaging.”

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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.

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Insider tops G2 Winter’24 reports as the #1 Leader in six categories

We’ve topped the charts as the #1 Leader in G2’s Winter‘24 reports with the highest user satisfaction score (100/100). We ranked highest across six categories—Personalization, Customer Data Platforms, Mobile Marketing, and more. Insider also skyrocketed up the Marketing Automation report, with the highest progression of any vendor listed.

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Frequently asked questions

Use a financial marketing automation software to leverage a multi-channel approach, combining digital platforms, content marketing, and targeted advertising to reach your audience effectively. Leverage its data analytics to understand customer behavior and tailor your strategies accordingly.

Use marketing automation tools to streamline customer communication, personalize content, and nurture leads. Automate repetitive tasks, such as email campaigns and lead scoring, to enhance efficiency and focus on building relationships.

Marketing automation in financial services enhances customer engagement, automates routine processes, and ensures timely and personalized communication. It improves lead management, conversion rates, and overall customer satisfaction.

Personalization in finance marketing involves tailoring communication and services based on individual customer data and preferences. It ensures a more relevant and engaging experience, fostering trust and loyalty.