Book a Demo

Enabling Secure, Compliant Customer Engagement at Scale

AI-led campaigns that drive acquisition

Turn awareness into acquisition with:
  • Click-to-WhatsApp and RCS promotional journeys
  • Personalised nudges on SMS and WhatsApp
  • Customer acquisition & onboarding for banks/insurers via chat

Ideal for: Lead gen, pre-approved offers, loan discovery, card upgrades

Seamless digital onboarding with in-chat KYC

Digitise customer journeys with:
  • Digital onboarding via chat (KYC, loan, and account opening)
  • In-chat KYC & document upload
  • Automated verifications that cut TAT from weeks to days

Ideal for : Loan & insurance applications, new account opening, insurance policy onboarding

Alerts that never fail — OTPs, fraud notifications & reminders

Ensure critical messages always reach customers with:
  • OTP, transaction alerts & fraud notifications via WhatsApp/SMS
  • Omnichannel failover (WhatsApp → SMS → RCS)
  • Guaranteed delivery with verified sender IDs

Ideal for: Authentication, fraud prevention, regulatory alerts

Collections that close inside the chat

Boost recovery rates with frictionless:
  • EMI / premium payment reminders
  • In-chat payments (UPI & cards)
  • Automated follow-ups for better completion rates

Ideal for : Loan EMI reminders, policy renewal reminders, overdue collections, payment follow-ups

24/7 conversational banking & insurance support

Scale servicing without expanding call centres:
  • AI chatbots for queries, policy FAQs, account info
  • Smart live-agent escalation for complex cases
  • Integrations with CRM/ERP for contextual support

Ideal for : Customer service automation, policy servicing, real-time account support

Personalise customer experience at every touchpoint

Pingverse powers full-funnel omnichannel messaging for financial institutions across

Awareness & Discover

Campaigns, WhatsApp ads, RCS journeys

Consideration

Eligibility calculators, product explainers

Application & Onboarding

In-chat KYC, document upload

Transaction & Servicing

Secure alerts, bot-based support

Retention & Loyalty

Renewals, upgrades, personalised offers

Take control of your BFSI customer engagement with Pingverse

Pingverse enables secure, measurable, and compliant communication for India’s leading banks, insurers, NBFCs, and fintechs—from acquisition to collections.

Connect for a Demo

Want to see the platform in action?

  • Book BFSI messaging consultant
  • Schedule BFSI integration demo
  • Enable secure banking communication