Sendbird for Financial Services

Elevate your digital customer experience with in-app conversations

Turn a financial transaction into a lasting relationship.

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Build trust with added context around payments

Add important context to transaction history with the profile of who was paid along with a short chat around the purpose of payment.

Provide immediate responses to customer inquiries

Answer customer questions right where the payment transaction happens. Make it easier and faster for consumers to seek the support they need when they need it.

Extend your services to engage in a more convenient way

Offer personalized financial advisory sessions that are scheduled and conducted within your application to provide a safe, convenient and contactless alternative to meeting at a physical location.

Boost transactions with social interactions

PicPay uses Sendbird to embed a social engagement layer for users of its mobile payments app. PicPay found that the network effects from its social experience increased the number of transactions and average spending.

Read PicPay case study

“We’ve always believed a lot in the power of social interaction. From the beginning, we didn’t want Picpay to become a tool that people only use when they need to do something very specific, like transfer money. It was necessary to generate engagement.”

Anderson Chamon, Co-founder of PicPay

PicPay users who socially engage in the app spend more than those who don’t

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Secure in-app communication for
trusted customer relationships

Download our eBook to learn more

Identity-based transactions

Allow consumers and merchants to create a secure and authenticated profile in your app. Identity adds a layer of security that builds trust for peer-to-peer (P2P) and consumer-to-business (C2B) payments.

User-to-user chat

In-app chat between peers provides the ability to have conversation and context around a payment. It's the conversation that drives the transaction not the other way around.

Business-to-user chat

Consumers often have questions about a business purchase. Supporting in-app chat between the consumer and a business around a payment made with your service engages both sides beyond the digital wallet transaction.

Helpful notifications

Push notifications entice your customers to engage further with your application. For example, overdraft or money deposit push notifications create a sense of urgency, which can help reel back your customers back into the app.

Customer support

Your customers have lots of questions. In-app chat enables you to provide immediate answers within the app. Minimize reactive support tickets and phone calls with more timely in-app chat responses to resolve customer questions and challenges quickly at the point of need.

Advisory services

With the growing popularity and familiarity of video conferencing tools like Zoom, more consumers say they would be more open to participating in video calls with their wealth management or investment advisor instead of a face-to-face meeting.


Connecting your users at scale makes them feel a part of something larger. Providing your customers with access to a community they relate to and resources that make their lives easier, they’ll invite others to join, which can have a robust network effect on your growth.

Build better and deliver faster with Sendbird

Digital payments platform Paytm partnered with Sendbird to transform its transactional payments into social payments. Paytm uses Sendbird APIs to deliver a secure and reliable social payments experience more quickly and efficiently.

Read Paytm case study

“The MVP bar for chat is so high that we would have to invest significant resources with this product complexity, this feature complexity of real-time messaging... along with our existing complexities, Sendbird really offloaded all of that from us.”

Abhishek Madan, Head of Product at Paytm Insider
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