📣 Product updates May 2024. Learn more →
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Customer engagement platform for financial services

Act on user activity, automate decisions and send multi-channel messages in real time.

  • Free trial
  • No credit card required
  • Easy set-up

What is an customer engagement platform?

A customer engagement platform is a comprehensive tool designed to help businesses manage and enhance the messaging interactions they have with their customers.

It integrates various forms of communication, such as push notifications, emails, SMS messages and more to deliver personalized and timely messages. The goal of this technology is to foster a deeper connection between a company and its customers, encouraging ongoing engagement, satisfaction and loyalty.

With a customer engagement platform, marketers can effectively manage and automate personalized communication with their customers across multiple channels. This includes sending targeted emails, SMS messages and push notifications, scheduling these communications based on customer behavior or milestones and more.

Customer engagement platform
Neobanks

Why does it matter for financial services?

Financial services encompass a wide range of activities, including accountancy, investment banking, investment management, and personal asset management. Giants like PayPal, Goldman Sachs, and Rocket Mortgage have all thrived by helping their customers achieve financial success. When these firms deliver results, they drive customer loyalty and repeat business.

However, maintaining consistent engagement is key to nurturing these relationships. This is where our multi-channel marketing automation software comes in. By enabling messaging-based engagement via email, SMS, iOS/Android push notifications, and more, we help financial services firms create a cohesive customer experience.

Marketers working for financial services can now reach customers off-site, right in their inboxes, to build stronger connections and promote repeat purchases of their services.

Photo by CardMapr.nl on Unsplash

Not just another customer engagement platform

Vero's customer engagement platform software is designed for modern marketing teams to send personalised marketing messages that lead to better customer experiences.

  • Drag and drop your way to beautiful emails

    Drag and drop your way to beautiful emails

    Our no code drag and drop editor allows you to build beautiful emails every time.

  • Templates that look good in every inbox

    Templates that look good in every inbox

    Professionally designed templates for every occasion. Send great looking emails to every device.

  • Go from idea to inbox faster

    Go from idea to inbox faster

    No complex integrations or API connections. Simply design an email, add an audience and send.

  • Up-to-date content personalization

    Up-to-date content personalization

    Use your most accurate data store to customise and personalize every message.

Trusted by the best software companies

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All the tools you need to engage your customers

Vero Connect is built for the modern data stack. It has all the features you'd expect from a marketing automation platform, without the need to store customer data.

Loved by product-first teams

Photo of Ed ColyerClipboard logo

“I think you guys are geniuses basically. In my eyes, it's brilliant. Literally exactly what we'd been looking for.”

Ed Colyer Cofounder/Head of Product at Clipboard
Photo of  Vincent TurnerUNO logo

“Vero is a game changer for us. Email has traditionally only been able to operate as a communication channel but Vero Connect actually enables us to treat email as an extension to the UI and core product itself.”

Vincent Turner CEO at UNO
Photo of Nathan FieldsDrawboard logo

“Heck! Vero's support is exceptional!”

Nathan Fields Head of Marketing at Drawboard
Photo of Adam MillsHatch logo

“You guys/gals rock!”

Adam Mills Lead Engineer at Hatch

Try Vero's customer engagement platform platform today

  • Free trial
  • No credit card required
  • Easy set-up