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Let’s schedule your personalized demo

Thank you! We'll get in touch with you in the next 24 to 48 hours to schedule a personal demo for you.

In the meantime, check out how we have upped the retention marketing game for some of the leading consumer business from across the world.

View Success Stories

The WebEngage platform has been crucial in revolutionizing our entire online user experience. The platform has helped us deliver a highly-personalized experience to our users consistently.

Lisa

Scott NewtonCCO, Shaw Academy

Hundreds of brands trust WebEngage

Marketers across the world love WebEngage!

Advance Your Investment & Wealth Management Business with Our Features

  • Omni-channel Engagement

    Leverage 10+ engagement channels to engage your investors.

  • Product and Revenue Analytics

    User insights to not just collect & view, but to form hypotheses and act.

  • Customer Segmentation

    Create granular segments based on real-time user information and data.

  • Campaign Personalization

    Align every aspect of your messaging with your investor’s preference.

Our Customers Acing at User Engagement and Retention

WebEngage

Check Out Their Playbook >

Empower Your Investment & Wealth Management Business with Us

  • Maximize Cross-sell Opportunities with Portfolio-based Profiling


    WebEngage’s CDP gives you a 360-degree view of your investor’s risk appetite. Use this information to drive cross-sell and up-sell campaigns.

  • Automate Important Communication at Each Lifecycle Stage


    Keep investors informed with relevant messages including SIP renewals through a series of omnichannel sequences, delivered at the most opportune time.

  • Drive Platform Activation with Highly Personalized Communication


    Map out investor journey from KYC completion to the first investment, send highly personalized communication, and boost revenue by 30%.

  • Improve Investor Retention Rate with Event-based Triggers


    Retain investors through wealth persuasion campaigns, encouraging investments, and increasing conversions.

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Tried and Tested Campaigns, Popular Amongst Our Investment Customers

  • New Fund Release
  • Partner/IFA Communication
  • NAV Alerts
  • IPO Declaration & Allotment
  • KYC Completion
  • Fund Balance Information
  • SIP Renewal Alerts
  • Fund Manager communication

Resources to Help You Use WebEngage to Its Potential

Understanding The Acceleration Of Digital Transformation In BFSI Understanding The Acceleration Of Digital Transformation In BFSI
Webinar

Understanding The Acceleration Of Digital Transformation In BFSI

EP #9: How To Create A Robust Full-Funnel Strategy For Scaling FinTech Businesses EP #9: How To Create A Robust Full-Funnel Strategy For Scaling FinTech Businesses
Podcast

EP #9: How To Create A Robust Full-Funnel Strategy For Scaling FinTech Businesses

Push Notification Best Practices (Increase CTR By 40%) Push Notification Best Practices (Increase CTR By 40%)
Blog

Push Notification Best Practices (Increase CTR By 40%)

A Big ‘Thank You’ to our customers for always motivating us to break new grounds!

WebEngage

Gain Trust and Build Meaningful Relationships with Your Investors

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