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Market-moment alerts, KYC nudges, transaction confirmations and renewal journeys across push, WhatsApp, SMS and email, with the audit trail a regulator expects.

Start freeSee pricing
  • Broking
  • Banking
  • Lending
  • Insurance
  • Wealth
1.2Mrecipients read the same frozen price per run
0wrong numbers when the price API fails: the run aborts
16gates checked before Test is promoted to Live
20steps in a funnel, with time to convert at each
01 What breaks today

Where engagement in financial services breaks

Numbers that do not match

Fetching a price per recipient means the first and the millionth customer read different opens. Support tickets follow.

Nudging people who already finished

A KYC reminder that lands after the customer completed onboarding erodes trust faster than silence.

Compliance bolted on afterwards

DLT headers, consent per category and audit logs live in spreadsheets instead of the send pipeline.

02 Playbooks

Journeys built for financial services

Broking

Market open at 09:15 with live index prices

A fixed-time flow resolves NIFTY, SENSEX and Bank Nifty once per run and freezes them. If the price API fails, the run aborts before a single message goes out.

PushWhatsAppEmail
  1. entryWeekdays 09:15 IST
  2. apicall_api per run · abort on failure
  3. splitmarketStatus = open
  4. sendPush by preference
03 A day in the life

One customer. Six moments. One platform.

Every message below comes from the same profile, the same send gate and the same frequency caps.

  1. EmailPre-market brief

    GIFT Nifty up 0.6%, three stocks on your watchlist in the news.

  2. PushMarkets are open

    NIFTY 50 opens at 24,812.40. Same number for every recipient.

  3. PushOrder executed

    Bought 10 RELIANCE at ₹2,941.50, on the phone that placed it.

  4. WhatsAppFinish your KYC

    One step left: upload your PAN. Skipped for anyone already done.

  5. WhatsAppClosing bell

    Your portfolio gained ₹3,120 today. NIFTY closed at 24,907.

  6. SMSSIP due tomorrow

    Keep ₹5,000 in your account. DLT template, registered header.

04 Measure it

See what worked, not just what was sent

  • Find where onboarding stallsFunnels of up to 20 steps show where KYC drops off, how long each step takes, and how a segment compares.
  • Group clients by habitRFM models sort clients from Champions to At risk, and any group becomes a segment for a win-back journey.
  • Prove a nudge workedConversion goals and hold-out groups show the activations a message actually created.
  • Start from a templateInstall an industry dashboard and map its steps to your own events, instead of building from a blank page.
05 Built in

Guardrails that come standard

  • PII vaultEnvelope encryption per tenant, every decrypt logged, erasure by crypto-shredding.
  • DLT-ready SMSTemplate ids, sender headers and categories validated before send.
  • Audited transactionalEvery endpoint that bypasses caps or DND is logged with who and why.
  • In-region dataRuntime data stays in the region you choose at signup.
06 More industries

Same platform, different moments

Food & beveragesQSR · Cloud kitchens · Delivery · Grocery · Beverage brandsTravel & hospitalityAirlines · OTAs · Hotels · Rail & bus · ExperiencesMedia & entertainmentOTT · Music · Gaming · News · Sports

Ship your first market-moment journey this afternoon.

Sign up, create a workspace, fire an event with the SDK key you get on screen. Test is sandboxed until you say otherwise.

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