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:

Increase revenue and reduce costs

Boost operational efficiency through automation in a stable and reliable solution.

Enhance data security

Guaranteed protection with advanced encryption and ISO 27001 certification.

Serve across all channels

Be present on your customer’s preferred channel and speed up the resolution of any queries.

Personalize marketing and suppor

Leverage the power of AI and personalize your communications according to your customer’s needs.

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.

Attract
Mass messaging for various purposes
Send offers, credit cards, insurance, financing, consortia, and loans on a large scale, reaching more customers effectively.
Ads that direct to the bot
Create ads that lead customers directly to the bot for automated conversion, providing FAQ answers before escalating to human support.
Send re-engagement messages
Re-engage customers with automatic recovery campaigns. Identify indecisive clients and send personalized reminders to encourage conversion.
Convert
Credit analysis triage
Perform triage for credit analysis and financial score assessment, speeding up sales of payroll loans, renegotiations, consortia, and other financial solutions.
Automatic checkout redirection
Automate redirection to websites, checkouts, hiring links, and other destinations, simplifying access and making it easier for customers to complete their processes.
Sending shortened URLs
Share shortened URLs for websites, checkouts, payment links, and service hiring directly within the conversation, simplifying access and navigation without interrupting the interaction.
Serve
Dedicated customer support channel
Provide real-time support for your clients’ inquiries through communication channels. Create tickets with automatic updates and track the progress of support cases.
Create and manage customer support tickets
Create and track tickets in real-time with automatic updates for resolving financial issues, help requests, and more!
Dispute management and charge handling
Offer a dedicated channel to handle billing disputes, such as credit cards or bank accounts. Address customer concerns and prevent defaults or payment problems.

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.

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

Create ads that lead customers directly to the bot for automated conversion, providing FAQ answers before escalating to human support.

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

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

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

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

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

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

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

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 12 channel options to create integrated journeys, from the first contact to post-sale support.

Imagem de um robô do Masterbots

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 for creating powerful experiences in the financial sector

Everything your business needs to improve results and delight customers in one solution.

Expertise in your use case with chatbots

Zenvia brings experience from hundreds of use cases optimizing support and self-service operations through service chatbots.

Complete and highly customizable solution

Create precise segmentations, efficient automations, and provide continuous support, resulting in better conversion rates.

Centralization of the customer journey

Eliminate multiple tabs: our solution is unique and comprehensive for managing all stages of the customer journey 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.

Gen-AI process automation

Higher efficiency and quality in service with retail chatbots created and operated by generative AI.

Robust and stable infrastructure

A complete solution offering security and stability for operations requiring continuous availability.

Mobile App for selling via mobile

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

Open Gateway

We are pioneers in technology offering an extra layer of protection for validating user identity, especially for financial transactions.

ISO 27001 Certification

International standard information security certification ensures Zenvia’s reliability with your data.

Enhance your experience with Zenvia Customer Cloud through Strategic Integrations

Develop custom integrations with your e-commerce platform, marketplaces, and automation tools, leveraging the full capabilities of the API to enhance both your experience and that of your customers.

What Our Clients Have to Say

Our other segments

Find out how Zenvia helps companies in other segments.

Want to know more?

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

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