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Get a demo indigitall Solutions for Financial Sector
indigitall · Banking & Insurance — Hero
Built for the security and conversion demands of financial services

SMS is a vector for phishing. Forms are a conversion drain. Silos are a liability.

Financial services teams face three problems no generic platform was built to solve: the cost and fraud exposure of SMS verification, the highest form-abandonment rate of any sector, and customer data spread across too many systems to act fast. indigitall solves all three from a single platform — with encrypted Push that eliminates SMS cost, behavioral triggers that recover abandoned applications in real time, and a CDP that gives every team the same view of every customer.

  • Encrypted Push · Security

    Encrypted Push replaces SMS — at 75% lower cost.

    OTPs, transaction alerts and fraud notifications delivered inside your trusted app. End-to-end encrypted. Phishing-resistant. No SIM swapping exposure. No SMS pumping risk.

    −75% in SMS costs · phishing-resistant
  • Retargeting · Conversion

    Application abandonment, captured in real time.

    The moment a customer abandons a mortgage, credit or insurance application, a behavioral trigger fires. Retargeting across Push, WhatsApp and email brings them back before intent disappears.

    16.67% CTR on Retargeting — BCP
  • CDP · Unified Identity

    One single profile across every product and channel.

    The indigitall CDP unifies identity across the app, web, WhatsApp, branch and contact centre. Every team works from the same customer record. Cross-selling signals surface at the right moment — not after the customer has left.

    Unified identity · real-time enrichment
  • AI Agent · Banking Support

    AI that resolves 90% of everyday banking queries.

    Balance queries, card blocking, policy FAQs, payment scheduling — resolved instantly by an AI Agent trained exclusively on your data. Human agents focus on what only they can handle.

    4.5/5 score — ABANCA Generative AI Bot
Customer Journeys

Every financial decision has its moment. One single platform is ready for all of them.

Pick a Customer Journey to see how it unfolds across every channel — with behavioral triggers, AI personalization and a real-time preview of exactly what the customer receives at each step.

PreviewActivate
Journey triggered by behavioral event ·AI personalization active ·Single customer profile
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Case Studies

Real results from financial institutions that stopped leaving conversions on the table.

Peru · Banking

BCP used Retargeting Web Push to recover customers abandoning mortgage and credit applications mid-form — targeting drop-offs with behavioural segmentation at the exact exit point.

16.67% peak CTR on Retargeting
9.41% peak CTR on segmentation
Spain · Banking

ABANCA deployed a generative AI bot trained exclusively on the bank's own content. Customers get instant answers to account queries — with no hallucination risk and no data leakage to a public LLM.

4.5/5 User experience score
Colombia · Fintech

MIO automated a multi-step Customer Journey to incentivise minimum monthly transactions — using behavioural segmentation to reach the right customers at the exact moment in the product cycle.

84% open rate
30% conversion rate through segmentation

Source: indigitall production data — BCP, ABANCA and MIO, 2026.

Measured Outcomes

Numbers from real production deployments in financial services.

−75%
SMS costs
Encrypted Push replacing SMS for OTPs, median across success cases
Financial sector
16.67%
Peak CTR on Retargeting
Mortgage and credit application recovery
BCP
+25%
Sales through Retargeting
Repeat purchase and Cross-Sell
Santander
+15%
Mortgage approvals
Push and CDP segmentation
Interbank
84%
Email open rate
Segmentation with Customer Journey Builder
MIO
30%
Conversion rate through segmentation
Customer Journey Builder
MIO

Source: indigitall production data — BCP, Santander, Interbank and MIO, 2026.
SMS cost reduction is the median across financial services sector success cases.

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