Industries
Improve Fintech Businesses Through Data Automation
PersonaClick empowers financial services and insurance companies to streamline their communication and improve customer retention. From onboarding new customers to cross-selling insurance products, PersonaClick ensures every touchpoint is personalized, meaningful, and impactful.
Finance and Insurance
Key Features
With PersonaClick, you’re fostering trust and long-term relationships with your customers.
Capture and engage new users during the onboarding process, minimizing customer dropout rates. We know how important it is to get customers started on the right foot. PersonaClick helps you guide them seamlessly through the process, ensuring they feel valued every step of the way.
Use data-driven insights to create personalized offers for products like insurance policies, loans, or credit cards. PersonaClick makes it easy to present customers with the right options, ensuring that your offers always feel timely and relevant.
Ensure seamless communication across online banking, mobile apps, and ATMs. No matter how your customers choose to interact with you, we make sure the experience is smooth, consistent, and tailored.
Send personalized transactional messages based on user actions, such as loan approvals or policy renewals. These messages keep your customers informed and engaged, improving their experience with every interaction.
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Help Center
Frequently asked questions
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
PersonaClick automates the onboarding process by sending personalized messages that guide new customers through account setup or document submission. This helps reduce drop-off rates and sets the tone for a positive relationship right from the start.
Yes, PersonaClick makes it easy to automate cross-sell campaigns. By targeting customers with relevant offers for additional policies, we help you increase your customer’s lifetime value while ensuring they always feel cared for.
PersonaClick integrates with mobile apps, online banking, and SMS, ensuring your customers get timely updates on transactions, account changes, and new product offers. This level of seamless communication leads to better customer satisfaction and retention.
PersonaClick ensures that all your communications are secure and compliant with industry regulations. We take care of the heavy lifting, so you can focus on building trust and maintaining long-term customer relationships.
A Customer Data Platform (CDP) unifies data such as transactions, app behavior, product usage, and risk-level indicators into a single customer profile. With PersonaClick’s CDP, banks and fintechs can tailor offers—such as loan upgrades, investment suggestions, or insurance bundles—based on real-time customer intent and financial behavior.
A Customer Engagement Platform helps financial brands deliver timely, relevant communication across mobile app, SMS, push, and email. PersonaClick identifies customers with declining activity or missed payments and triggers personalized engagement like balance alerts, product reminders, or loyalty rewards to reduce churn and strengthen long-term relationships.
Marketing automation streamlines complex financial journeys by sending step-by-step reminders, educational tips, and tailored product suggestions automatically. PersonaClick can guide users through loan applications, credit card activations, wealth onboarding, or savings milestones, ensuring fewer drop-offs and smoother completion rates.
A customer engagement platform helps detect unusual behavior by consolidating session activity, device patterns, and transaction history in real time. PersonaClick can instantly trigger alerts or verification flows when risk signals appear, helping financial institutions keep customers informed while maintaining trust and security.
A Customer Engagement Platform identifies which financial products each user is most likely to adopt such as savings accounts, micro-investments, or insurance add-ons. PersonaClick automatically delivers relevant nudges and personalized onboarding messages that increase activation rates across key financial products.
Marketing automation ensures customers never miss important moments like premium payments, loan EMIs, account renewals, or investment top-ups. PersonaClick automates reminders and follow-ups across SMS, email, and push—reducing missed payments and improving overall financial engagement.