WebEngage crowned 'MarTech Company of the Year' at the Financial Express Summit! A huge thanks to our customers 🏆

Customer Engagement As Seamless as Making Digital Investments

Advance Your Investment & Wealth Management Business with Our Features

Omni-channel Engagement

Leverage 10+ engagement channels to engage your investors.

Product and Revenue Analytics

User insights to not just collect & view, but to form hypotheses and act.

Customer Segmentation

Create granular segments based on real-time user information and data.

Campaign Personalization

Align every aspect of your messaging with your investor’s preference.

Our Customers Acing at User Engagement and Retention

Empower Your Investment & Wealth Management Business with Us

Maximize Cross-sell Opportunities with Portfolio-based Profiling

WebEngage’s CDP gives you a 360-degree view of your investor’s risk appetite. Use this information to drive cross-sell and up-sell campaigns.

Automate Important Communication at Each Lifecycle Stage

Keep investors informed with relevant messages including SIP renewals through a series of omnichannel sequences, delivered at the most opportune time.

Drive Platform Activation with Highly Personalized Communication

Map out investor journey from KYC completion to the first investment, send highly personalized communication, and boost revenue by 30%.

Improve Investor Retention Rate with Event-based Triggers

Retain investors through wealth persuasion campaigns, encouraging investments, and increasing conversions.

Tried and Tested Campaigns, Popular Amongst Our Investment Customers

New Fund Release

Partner/IFA Communication

NAV Alerts

IPO Declaration & Allotment

KYC Completion

Fund Balance Information

SIP Renewal Alerts

Fund Manager communication

Resources to Help You Use WebEngage to Its Potential

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We approached WebEngage when we were unhappy with a competitor's product. We wanted excellent service, which is one of WebEngage's intrinsic values. From Oberoi Hotels & EazyDiner to The Postcard Hotel, we're a 100% WebEngage client!

Kapil Chopra

Founder - EazyDiner & The PostCard hotel

Global brands trust WebEngage


Supercharge Your Startup's Growth

The Program helped us scale our business faster and bring down acquisition costs with time.


Ankit Agarwal

Founder, PHOOL

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