FINANCIAL SERVICES

Deliver the best-in-class client experience in Financial Services

Managing the complex world of customers, data, systems, and experiences requires Retail Banks to think about omnichannel in new ways. Statflo is the ONLY enterprise-grade business messaging platform that empowers the frontline teams to drive ultimate customer engagement and retention.

Happy customer sends a message

Why customer engagement matters to Financial Institutions

Activation

Provide a seamless onboarding experience by personalizing the onboarding flow based on client inputs

Results:
Higher acquisition efficiencies

Retention

Focus on unique customer journeys and drive habit forming behavior to encourage engagement and retention

Results:
Reduce churn

Monetization

Diversify and optimize revenue streams by creating targeted campaigns based on client lifecycle

Results:
Revenue increase

ACTIVATION

Provide seamless onboarding experience by personalizing the onboarding flow based on client inputs

Results:
Higher acquisition efficiencies

RETENTION

Focus on unique customer journeys and drive habit forming behavior to encourage engagement and retention

Results:
Reduce churn

MONETIZATION

Diversify and optimize revenue streams by creating targeted campaigns based on client lifecycle

Results:
Revenue increase

Leading API driven customer-engagement platform backed by industry leading data and security engine

AICPA SOC 2 compliance badgeTCPA compliance badgeCCPA compliance badgeCASL compliance badge
American Flag
DNC, TCPA, CPNI, CCPA,
CAN-SPAM
Additionally:
  • Gramm-Leach-Bliley Act (GLBA) including Regulation P and privacy Notices
  • KYC
Canadian Flag
DNC, CASL, PIPEDA
Additionally:
  • The Financial Consumer Protection Framework (FCPF) in the Bank Act
  • KYC

Optimize onboarding and customer journey

Provide seamless onboarding experience to drive value across the customer lifecycle. With Statflo, you can create curated messages and personalized reminders during the key moments of the customer journey.

TextKit ChatStarter being edited
A positive conversation with a customer using TextKit

Improve engagement and reduce churn

Increase adoption and lifetime value with data driven campaigns. Statflo enables your frontline teams to foster and strengthen existing customer relationships with personalized one-to-one messages.

Maximize sales with rich customer data

Improve sales activities by leveraging customer data and creating impactful campaigns during key moments of the customer journey. With Statflo, you can boost revenue and capture upsell opportunities through targeted messages.

Smart List: campaign creation

Maintain brand standards with pre-approved templates

Whether a conversation is initiated by your agents or your customers, protect your brand and enforce compliance with intelligent filtering that blocks profanity, inappropriate content, and non-compliant language.

Ready to get started?

See why see why tens of thousands of customer facing teams trust Statflo to engage, retain, and grow their customer base