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Push Notification Software: The Ultimate Guide
Push Notification Software: The Ultimate Guide
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What is RCS Marketing?: Everything You Need to Know
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The 76% of financial service applications are abandoned before submission. indigitall recovers them with real-time behavioral triggers, encrypted Push that eliminates SMS fraud exposure, AI-powered support and unified customer profiles across every channel. One platform. One view of every customer. No pipeline left behind.
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.
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.
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.
The indigitall CDP unifies identity across the app, web, WhatsApp, branch and contact center. Every team works from the same customer record. Cross-selling signals surface at the right moment, not after the customer has left.
Balance queries, card blocking, policy FAQs and payment scheduling, resolved instantly by an AI Agent trained exclusively on your data. Human agents focus on what only they can handle.
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.
BCP used Retargeting Web Push to recover customers abandoning mortgage and credit applications mid-form, targeting drop-offs with behavioral segmentation at the exact exit point.
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.
MIO automated a multi-step Customer Journey to incentivize minimum monthly transactions, using behavioral segmentation to reach the right customers at the exact moment in the product cycle.
Source: indigitall production data (BCP, ABANCA and MIO, 2026).
"Ease of use. Customised push notifications and segmentation tools have allowed us to improve the level of interaction with our users and to connect more effectively."
A verified user in banking says on G2 that indigitall's customised push notifications and segmentation improved how the organization interacts with its users.
"We have been able to integrate it with our digital asset with the aim of establishing a new communication channel with our customers. This new channel allows us to generate optimized customer experiences as it is also possible to integrate the event within the journeys of Salesforce Marketing Cloud."
Ana M. says on G2 that indigitall events can be integrated into Salesforce Marketing Cloud journeys.
Source: indigitall production data (BCP, Santander, Interbank and MIO, 2026).
SMS cost reduction is the median across financial services sector success cases.
indigitall gives a bank's vendor risk team two independent documents to review: a SOC 2 Type II report and an ISO/IEC 27001:2022 certification, each with its dates on the indigitall security and compliance page. The June 2023 interagency guidance on third-party relationships, issued by the Federal Reserve, the FDIC and the OCC, tells banks to assess a provider's information security program and says they may review its SOC reports and independent certifications.
| Document | What it covers | Dates | What the bank still has to check |
|---|---|---|---|
| SOC 2 Type II | An independent audit against the AICPA Trust Services Criteria: security, availability and confidentiality controls operating over time, for the indigitall Marketing Automation SaaS platform | Report dated Jan 20, 2026. Audit period Aug 15 to Nov 14, 2025 | That the scope of the report covers the services the bank will use |
| ISO/IEC 27001:2022 | The information security management system behind the SaaS Marketing Automation services | Certified since Jul 24, 2020. Valid until Jul 23, 2029 | That the certified scope matches the services in the contract |
| Encryption and hosting | TLS 1.2 or higher in transit, AES-256 at rest, role-based access with multi-factor authentication, Google Cloud infrastructure | As published on the security page on Oct 14, 2026 | Open points go to the dedicated security and compliance channel that indigitall lists on that page |
The indigitall security policy explains how security is governed. indigitall also holds Spain's ENS High certification and an external GDPR verification, which matter to banks with European operations.
If a bank's policy requires running the software in its own data center or its own cloud account, raise it in the first meeting: what indigitall documents is its cloud service on Google Cloud.
With indigitall's AI agent, the bot identifies itself in its welcome message, answers only from the knowledge base the bank approves, and a routing bot can hand the conversation to a human agent. That matters because the CFPB's report on chatbots in consumer finance warns about customers who cannot reach a person.
With indigitall, the bank formally decides which business context, files and backend integrations the bot can see, and the bot answers only from the knowledge base the bank validates. Conversation logs are encrypted with AES-256, and input and output guardrails block what falls outside that scope. Details are in the bot security documentation.
A bank pilot works best with one use case on one channel and an adoption target agreed up front. With indigitall, the reports of the generative AI chatbot show the most asked topics and the questions the bot could not answer, so the bank can measure that target and widen the scope.
indigitall keeps one profile per customer that joins their identity across the bank's app, website and contact center, in its customer data platform. When the AI agent hands a conversation to a person, the human agent receives the full conversation context, so the customer does not have to repeat themselves.
If the core exposes an API, indigitall connects through REST and webhooks, with documented connectors for Salesforce Marketing Cloud and HubSpot. If it does not, contacts can be imported by CSV or JSON and the bridge to the core is built by the bank's team. The integrations page has the detail.
indigitall's AI agent also runs on the bank's website, so a customer without the app gets the same answers and the same handoff to a person there. The AI agents page explains how the agent is set up.
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