How does emBlue improve communication for banking and insurance businesses?

emBlue enhances communication by automating updates, sending personalized account statements, and delivering payment reminders, all while ensuring data security.

How can emBlue help banks and insurance companies reduce overdue payments?

emBlue automates reminders for due payments and renewals through email and SMS triggers, reducing the risk of missed deadlines.

Solutions for the banking and insurance sector

Your customers data
always updated

Do you upload your contact database manually? Don’t waste more time! Now you can upload your customers’ personal details and keep it updated automatically.

Thanks to our Quick Campaigner tool you will be able to connect the emBlue platform with your CRM software and synchronize your customers’ data to create dynamic profiles, segment them and sort them as you prefer.

No more late payments or renewals

Do your customers forget to pay or renew their services? Don’t let that happen again! With our Triggers tool, you will be able to send automatic reminders through Email & SMS that activate according to due dates and relevant anticipation.

Send the right message at the right time! Plus, you will be able to identify your customers behavior and personalize your communications according to their interests. In that way, you can run highly effective remarketing campaigns and with the content they really want to see.

Keep your clients updated by sending attached files

Do your account summaries are in PDF or another format? Don´t worry, by using emBlue you will be able to send personalized mass emails with attached files and get reports of email delivery confirmation and opening receipt in real time.

Make your customers trust on you more and more! Your customers will be able to download their last banking movements, pending debts and much more without login to their email again. In this way, you will improve their experience and keep them updated all the time!

Automate your sendings
and reduce workload

Do you do repetitive tasks that reduce your productivity? Thanks to automation you will be able to do thousands of deliveries in seconds and respond quickly to errors in your system, such as card or accounts blocking. In this way you will avoid complaints.

Creating your emails is simpler now! Plus, with our Drag & Drop tool you will be able to customize pre-established templates and have your email campaigns ready in seconds.

Listen to your customers as you have never done before!

How good is your brand experience? Now you can know it! Use our NPS Pop-Ups Banners to know your customers’ opinion and to identify opportunities to improve your service.

Make them know how important they are for you! Plus, you will be able to automate your responses to each of your customer’s qualifications, so then you can make an appropriate follow-up and make sure to give your customers the best experience possible.

Thousands of banks and insurance companies trust on us:

“We wanted a much more robust platform that would allow us to play with the integration between channels”

Paula Giovanelli, Design & Own Media Leader in Assist Card International.

Learn how they did it >

BANKING AND INSURANCE

Increase your
customers trust
in you

You will be able to improve your open rate and inform your news. Plus, you can keep your customers updated about their banking movements, service renewals and pending payments. We stick to the highest safety protocols!

Your customers data
always updated

No more late payments or renewals

Do you need help? A Banking and Insurance specialist is waiting for you!

Keep your clients updated by sending attached files

Automate your sendings
and reduce workload

Listen to your customers as you have never done before!

We integrate with your favorite platform

Thousands of banks and insurance companies trust on us:

“We wanted a much more robust platform that would allow us to play with the integration between channels”

Your customers data always updated

No more late payments or renewals

Do you need help? A Banking and Insurance specialist is waiting for you!

Keep your clients updated by sending attached files

Automate your sendings and reduce workload

Listen to your customers as you have never done before!

We integrate with your favorite platform

Thousands of banks and insurance companies trust on us:

“We wanted a much more robust platform that would allow us to play with the integration between channels”

Your customers data
always updated

Automate your sendings
and reduce workload