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.

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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 2–3X 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.

Why leading global brands choose Insider

White-Glove Migration & Fastest Time to Value (TTV)

Plug into your stack instantly with our modular platform, pre-built connectors, robust APIs, and purpose-built automatic migrators. Go live with personalized experiences in just 5 days—no integration fees, no friction.

One Platform. A New Standard in Engagement

Recognized by analysts and trusted by global brands, we help marketing and customer engagement teams reach their peak potential by enabling them to focus on what matters most, not on managing technology or IT teams.

Dedicated Experts, Committed to Your Growth

Accelerate your results with a decade of industry expertise, local know-how across 28+ countries, and proven strategies from 1,500+ leading global brands. Skip the trial and error as our experts help your team achieve real outcomes faster and more efficiently.

AWS Local
Hosting

Protect your data with our locally hosted and locally secure solution on robust AWS infrastructure. Maintain compliance with regional regulations and deliver reliable, low-latency access to your applications.

Why leading global brands choose Insider

White-Glove Migration & Fastest Time to Value (TTV)

Plug into your stack instantly with our modular platform, pre-built connectors, robust APIs, and purpose-built automatic migrators. Go live with personalized experiences in just 5 days—no integration fees, no friction.

One Platform. A New Standard in Engagement

Recognized by analysts and trusted by global brands, we help marketing and customer engagement teams reach their peak potential by enabling them to focus on what matters most, not on managing technology or IT teams.

Dedicated Experts, Committed to Your Growth

Accelerate your results with a decade of industry expertise, local know-how across 28+ countries, and proven strategies from 1,500+ leading global brands. Skip the trial and error as our experts help your team achieve real outcomes faster.

AWS Local Hosting

Protect your data with our locally hosted and locally secure solution on robust AWS infrastructure. Maintain compliance with regional regulations and deliver reliable, low-latency access to your applications.

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.

Allianz Achieves 80% App Push Opt-in and Delivers ROI Within Days

“What impressed us most was Insider’s AI-powered segmentation, which learns from customer behavior to predict which products will interest them most.”

Senior Vice President, Customer Experience & Digital Strategy, Allianz

Read the story

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

Garanti BBVA Boosts Mobile Credit Card Sign-ups by 400%

“With Insider’s InStory, we achieved a 4X higher credit card application rate from interacting users, as the innovative format was key to capturing our mobile audience’s attention.”

Senior Vice President, Digital Banking, Garanti BBVA

Read the story

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

Generali Triples Leads and Shortens Sales Cycle by 20%

“We were amazed at how quickly Insider integrated with our CRM. After years of avoiding such projects, their support team guided us through the entire process, allowing us to finally personalize our whole onsite experience.”

Vice President, Performance Marketing, Generali

Read the story

3X

increase in leads

20%

reduction in sales cycle length

Improved

lead quality with bespoke scoring

Credissimo Achieves 48% Conversion Improvement and Sees Immediate Results

“We were surprised to see our conversions lift by 48% from a simple text addition to our loan application form. Insider helps us deliver better experiences, and we’re excited to use it for future growth strategies.”

Vice President, Marketing, Credissimo

Read the story

48%

improvement in conversions

16.8%

conversion uplift from tab notifications

Immediate

lead quality with bespoke scoring

Wave Money Drives 200K Additional Monthly Transactions

“Wave Money needed a solution to automate personalized engagement and recover drop-off users. Insider’s scalable, AI-driven platform enhanced our customer experience while also positively impacting key metrics like transaction volume and retention.”

Senior Vice President, Growth, Wave Money

Read the story

15%

increase in new user registrations

30%

increase in eKYC upgrades

200K

additional monthly transactions

Leading Digital Bank Boosts NPS by 10% and Reduces IT Resource Use by 27%

“Insider was the clear choice for our journey orchestration solution, and we’re so glad we chose it. We are creating our best customer experiences to date and saw tangible results from the very beginning.”

Chief Information Officer, Leading Digital Bank

77%

increase in leads (CVR)

10%

increase in NPS score

27%

reduction in IT resources

Leading Crypto & Brokerage Platform Achieves 37% Surge in Active Funded Accounts

“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

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.

Allianz Achieves 80% App Push Opt-in and Delivers ROI Within Days Using AI-Powered Segmentation

“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.“

Senior Vice President, Customer Experience & Digital Strategy, Allianz

Read the story

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

Garanti BBVA Boosts Mobile Credit Card Sign-ups by 400% with InStory

“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.”

Senior Vice President, Digital Banking, Garanti BBVA

Read the story

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

Generali Triples Leads and Shortens Sales Cycle by 20% with Seamless CRM Integration and Onsite Personalization

“We couldn’t believe how quickly Insider integrated with our CRM and got everything up and running. We spent so many years avoiding integration, but the Insider support team walked us through every step of the way, and we can now personalize our whole onsite experience.”

Vice President, Performance Marketing, Generali

Read the story

3X

increase in leads

20%

reduction in sales cycle length

Improved

lead quality with bespoke scoring

Credissimo Achieves 48% Conversion Improvement and Sees Immediate Results with Simple Text Update

“It was quite surprising to see that our conversions improved by 48% after inserting a simple text on our loan application form. Insider truly enables us to deliver better experiences and we look forward to trying our new strategies that drives growth for our business.”

Vice President, Marketing, Credissimo

Read the story

48%

improvement in conversions

16.8% 

conversion uplift from tab notifications

Immediate

positive business impact

Wave Money Drives 200K Additional Monthly Transactions with Automated, AI-Driven Customer Engagement

“Wave Money needed a solution to automate personalized engagement and recover drop-off users efficiently. Insider’s scalable platform and Al-driven tools not only enhanced our customer experience but also positively impacted key business metrics such as transaction volume and customer retention.”

Senior Vice President, Growth, Wave Money

Read the story

15%

increase in new user registrations

30% 

increase in eKYC upgrades

200K

additional monthly transactions

Leading Digital Bank Boosts NPS by 10% and Reduces IT Resource Use by 27% with Automated Customer Journeys

“When we set out to find the right journey orchestration solution for us, Insider emerged as the clear choice, and I’m so glad we went with the platform. We’re creating the best customer experiences to date, yielding tangible results from the very beginning.”

Chief Information Officer, Leading Digital Bank

7%

increase in leads (CVR)

10%

increase in NPS score

27%

reduction in IT resources

Leading Crypto & Brokerage Platform Achieves 37% Surge in Active Funded Accounts

“Before Insider, our digital growth felt limited by traditional tools. Partnering with Insider revolutionized how we engage our customers—now, every interaction feels seamless and personalized. The platform empowered us to boost sign-ups, drive higher engagement, and reduce support calls, allowing our team to focus on innovation instead of troubleshooting.”

Chief Digital Officer, Leading Neo Bank

20%

increase in digital account sign-ups or application

25%

increase in transaction completion or product usage

15%

reduction in service tickets or contact center cost

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.

SVP, Retail Banking

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.

VP of Data Science & Analytics

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.

VP of Growth & Customer Experience

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).

VP of Customer Acquisition

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.

SVP, 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.

VP of Growth

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.

SVP of Marketing

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.

SVP of Digital Sales & Growth

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.

VP of Data & Analytics

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.

SVP of Sales & Digital Engagement

Banking

Read more 5-star reviews for happy customers on Gartner 

Go ahead, compare.

See how Insider compares with traditional players.

Insider

1,127 reviews

Adobe

2,945 reviews

Braze

1,174 reviews

Oracle

124 reviews

Salesforce

1,752 reviews

Ease of Setup

91%

67%

75%

57%

73%

Ease of Use

95%

73%

84%

68%

77%

Ease of Admin

91%

76%

85%

64%

75%

Quality of Support

96%

75%

85%

65%

77%

Meets Requirements

95%

83%

85%

80%

83%

Has the product been a good partner in doing business?

95%

77%

89%

71%

80%

Product Direction (% positive)

98%

82%

93%

72%

79%

Likelihood to Recommend

95%

82%

89%

79%

81%

Avg. ROI (months)

Average 7 Months

Average 16 Months

Average 14 Months

Average 11 Months

Average 16 Months

Ease of Setup

Insider

91%

Adobe

67%

Braze

75%

Oracle

57%

Salesforce

73%

Ease of Use

Insider

95%

Adobe

73%

Braze

84%

Oracle

68%

Salesforce

77%

Ease of Admin

Insider

91%

Adobe

76%

Braze

85%

Oracle

64%

Salesforce

75%

Quality of Support

Insider

96%

Adobe

75%

Braze

85%

Oracle

65%

Salesforce

77%

Meets Requirements

Insider

95%

Adobe

83%

Braze

85%

Oracle

80%

Salesforce

83%

Has the product been a good partner in doing business?

Insider

95%

Adobe

77%

Braze

89%

Oracle

71%

Salesforce

80%

Product Direction (% positive)

Insider

98%

Adobe

82%

Braze

93%

Oracle

72%

Salesforce

79%

Likelihood to Recommend

Insider

95%

Adobe

82%

Braze

89%

Oracle

79%

Salesforce

81%

Avg. ROI (months)

Insider

Average 7 Months

Adobe

Average 16 Months

Braze

Average 14 Months

Oracle

Average 11 Months

Salesforce

Average 16 Months

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
    gartner homepage

    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
    gartner peer insghts

    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
    Forrester Image

    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
    IDC Image

    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
    G2 Image

    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.

    Download the guide
    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…

    Read more

    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…

    Read more 

    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…

    Read more

    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…

    Read more

    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…

    Read more 

    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…

    Read more