Invest in your clients and deliver personalized communication

The platform designed for financial services, from FinTech startups to established financial institutions. Streamline your processes, create impactful customer communications that build trust, and faster scale your business.
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Enhance Customer Satisfaction

Decrease your churn rate and send client satisfaction through the roof - your KPI metrics will skyrocket and your boss will be impressed.

An Interconnected Team Platform

Connect your customer success team to marketing & sales, regardless if you have a team of 2 or 200, and keep everyone on the same page and looped in.

Save Time & Boost Profit

Increase profits with smarter campaigns, enhanced segmentation, and better outcomes, with a host of features designed for top financial service companies.

The highest level of security and privacy to ensure that you & your clients' data remains secure and confidential.

Learn more about security

GDPR Compliant

Backed by the highest levels of privacy and security for your and your users personal data.


Built for banks and finance your data is safeguarded by the highest standards of encryption.

SOC 2 Type 2 Certified

Robust security assurance with our full compliance of data and access requirements.

Pen Tested & Audited is regularly tested and audited to ensure the performance of our security systems.

Don’t just take our word for it

See what our amazing customers are saying.
“At the heart of are highly skilled employees and a cutting-edge marketing tool. This brand is known for its exceptional organizational culture, flexibility, and problem-solving approach. Every task we've submitted to has been carried out efficiently and on time.”
Radosław Kozłowski
Head of Customer Development Department, BNP Paribas
“Coinswap's excellent level of service is a credit not only to our team, but also to the experts at They have provided invaluable support at every stage, from the initial implementation, to working with us with chat and tailoring custom answers specifically to our needs.”
Konrad Mroczek
Chief Marketing Officer - Coinswap
“When we first started with, we wanted to start our lead generation process. The system has not only improved our lead gen process but has also structured our sales process with automated emails. Since the implementation, has drastically accelerated our lead generation by 200%.
Stefan Nievelstein
Chief Marketing Officer, SellerLogic
Standard Features

See what comes standard in

A suite of powerful tools to help you convert, engage, and retain
more clients. Trusted by thousands of companies.

User Filters & Segments

Segmentation of your users based on any event your customer has interacted with your website or app - drill down add tags or assign to lists for more organization.

Personalized Support Tools

Deliver faster and more personalized support messages to people, either through live chat or in an email, and increase your CSAT and NPS scores.

Live Chat With AI

AI Chat enables you to have better communication with your clients, or helps you to start the right conversation with your visitors at the right moment.

Email For Any Business

Send lead nurturing, onboarding or ecommerce emails. Regardless of your of business model your emails always hit the right target with the proper content.

Opens, clicks and unsubscribes

See who opens, clicks and unsubscribes from your emails. All this information is visible in user-profiles and can be used as a trigger for further automations.

Drag & Drop Builder

Easy to create various automations and campaigns, simply by dragging appropriate sections onto the canvas and change what you need.

Grow your business automatically

Don't waste time on repetitive tasks. Let automations handle it.
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