
SENDBIRD FOR FINANCIAL SERVICES
Elevate digital customer experiences with in-app conversations
Turn a financial transaction into a lasting relationship.


SENDBIRD FOR FINANCIAL SERVICES
Turn a financial transaction into a lasting relationship.




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


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.


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.








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.
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.
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.
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.
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.
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.