Transform your financial institution’s relationships by offering a unique and secure experience

Maximize customer engagement and retention with effective campaigns across all communication channels. Centralize the management of your customer service operations and reduce costs.

More than 480 financial institutions trust Zenvia to transform their customer experience.

Zenvia understands and meets the needs of the financial sector

We offer a complete solution that addresses demands such as:

Complete and integrated solution to support your customer’s entire journey

Ensure the best possible experience for your financial institution’s customers and create connected journeys, from attraction to support.

Attract
Mass messaging for various purposes
Zenvia
Send large-scale messages promoting products, credit cards, insurance, financing, consortiums, and loans to effectively reach more customers.
Ads that lead to the bot
Zenvia
Create ads that take customers directly to a bot for automated conversion, offering FAQ responses before escalating to human support.
Send re-engagement messages
Zenvia
Re-engage customers with automatic recovery campaigns. Identify indecisive customers and send personalized reminders to encourage engagement.
Convert
Screening for credit analysis
Zenvia
Perform screening for credit analysis and financial score evaluation to streamline sales of payroll loans, renegotiations, consortiums, and other financial solutions.
Automatic redirection to checkout
Zenvia
Automate redirection to websites, checkouts, contract links, and other destinations, simplifying access and helping customers complete their processes.
Send shortened URLs
Zenvia
Send shortened URLs to websites, checkouts, payment links, and service contracts directly in the conversation, making access easier without interrupting the interaction.
Serve
Dedicated support channel for questions
Zenvia
Answer your customers’ questions in real time through communication channels. Generate support tickets with automatic updates and track case resolution.
Create and manage customer support tickets
Zenvia
Create and track support tickets in real time with automatic updates on financial issue resolutions, help requests, and more!
Expense disputes and billing management
Zenvia
Provide a dedicated channel for handling billing disputes related to cards, bank accounts, and more. Serve your customers and avoid delinquency or payment issues.

Complete and integrated solution to cover your client’s entire journey

Ensure the best possible experience for your financial institution’s clients and create connected journeys, from attraction to support.

Zenvia

Send offers, credit cards, insurance, financing, consortia, and loans on a large scale, reaching more customers effectively.

Zenvia

Send offers, credit cards, insurance, financing, consortia, and loans on a large scale, reaching more customers effectively.

Zenvia

Re-engage customers with automatic recovery campaigns. Identify indecisive clients and send personalized reminders to encourage conversion.

Zenvia

Perform triage for credit analysis and financial score assessment, speeding up sales of payroll loans, renegotiations, consortia, and other financial solutions.

Zenvia

Automate redirection to websites, checkouts, hiring links, and other destinations, simplifying access and making it easier for customers to complete their processes.

Zenvia

Share shortened URLs for websites, checkouts, payment links, and service hiring directly within the conversation, simplifying access and navigation without interrupting the interaction.

Zenvia

Provide real-time support for your clients’ inquiries through communication channels. Create tickets with automatic updates and track the progress of support cases.

Zenvia

Create and track tickets in real-time with automatic updates for resolving financial issues, help requests, and more!

Zenvia

Offer a dedicated channel to handle billing disputes, such as credit cards or bank accounts. Address customer concerns and prevent defaults or payment problems.

For all types of financial institutions

Zenvia Customer Cloud is ready to revolutionize experiences in the financial market.

  • Banks
  • Cards and Payments
  • Credit services and cooperatives
Get a demo
× Enter your corporate email below to start the conversation on WhatsApp.
View Plans
  • Banks
  • Cards and Payments
  • Credit services and cooperatives
Get a demo
× Enter your corporate email below to start the conversation on WhatsApp.

Delight and retain the customers of your financial institution with Zenvia Customer Cloud

Show that your company provides delightful experiences across all channels. Increase operational efficiency, reduce costs, and ensure security and loyalty with a fully integrated solution.

Be present on your customer’s preferred channel

Ensure your message reaches the channel your customer uses the most. Zenvia is the only solution offering 6 channel options to create integrated journeys, from the first contact to post-sale support.

Zenvia
Zenvia
Zenvia

Increase efficiency and personalization with the power of Artificial Intelligence

Create humanized chatbots, automate processes, and generate key insights to personalize your communication with Generative AI. Let your team focus on more complex demands while Zenvia Customer Cloud works for you.

Zenvia is the ideal partner to create powerful experiences

Everything your company needs to improve results and delight customers in a single solution.

Expertise in your use case with chatbots

Zenvia brings experience in hundreds of use cases, optimizing customer service and self-service operations through chatbots.

Complete and highly customizable solution

Create precise segmentations, efficient automations, and offer ongoing support, resulting in higher conversion rates.

Customer journey centralization

Eliminate multiple tabs: our solution is unique and complete to manage every stage of the customer journey from end to end.

360° view of messages and documents

Ensure a cohesive and efficient experience by integrating information from all your channels into a single solution.

Fast and multilingual support

We offer support for your company in Portuguese, Spanish, and English, ensuring assistance in multiple languages.

Process automation with Generative AI

Achieve greater efficiency and service quality with retail chatbots created and powered by generative AI.

Robust and stable infrastructure

A complete solution that provides security and stability for operations that require continuous availability.

Mobile app for selling on the go

Use the Zenvia Customer Cloud app for mobile service and maintain full control of your operations in real time.

Open Gateway

A solution that ensures security and stability for operations requiring continuous availability.

ISO 27001 Certification

An internationally recognized information security certification that guarantees Zenvia’s reliability with your data.

Discover Zenvia Customer Cloud's native integrations to help your business serve better and sell more.

Connect your favorite platforms and enhance your operation's potential by ensuring greater agility, productivity, and a better experience for your customers.

With Zenvia Customer Cloud, real stories drive amazing results!

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Zenvia for segments

Find out how Zenvia helps companies across different sectors.

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Want to know more?

Chat with Zoe, our virtual assistant, and get answers to your questions about solutions, channels, and possibilities with Zenvia.

Talk to Zoe
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