Resources/Reports & Guides

Reports and Guides

Check out our articles and guides on the latest in customer engagement.

What SMBs should look for in a customer engagement platform

What SMBs should look for in a customer engagement platform

For growing businesses, engagement isn’t just a marketing function, it’s a strategic growth lever. But with limited resources and evolving customer expectations, how can SMBs find a platform that balances power and usability? This guide is your blueprint for evaluating the right-fit customer engagement platform. Whether you’re just getting started or scaling fast, learn what truly matters — from usability to scalability — so you can build smarter, faster, and more personalized customer experiences. Discover the essential pillars for choosing the right platform: How to balance feature depth with ease of use across lean teams What data, integrations, and security capabilities really future-proof your platform Why journey orchestration, AI, and strategic support make all the difference

Engage to Excel: The APAC Financial Services Playbook

Engage to Excel: The APAC Financial Services Playbook

As financial services institutions across APAC navigate an increasingly competitive and regulated landscape, traditional approaches to customer engagement are no longer enough. From mobile-first behaviors to evolving trust dynamics, the stakes for meaningful, real-time connection have never been higher. That’s why leading financial brands are turning to Braze to power dynamic, personalized experiences that drive acquisition, deepen loyalty, and maximize lifetime value. In this guide, we explore the key strategies and real-world use cases transforming engagement in financial services across the region. Whether you’re looking to reduce churn, streamline onboarding, or deliver more connected journeys, this playbook shows how to get there, with speed and scale. Download this Braze guide to discover: Why real-time personalization is critical for building trust and driving financial outcomes in APAC markets How to orchestrate seamless, cross-channel journeys that meet mobile-first expectations Proven tactics for onboarding, retention, and lifecycle engagement—plus success stories from regional leaders What to prioritize in a future-ready platform to evolve with your customers and compliance needs

10 key reasons to deploy a customer engagement platform

10 key reasons to deploy a customer engagement platform

As businesses scale, manual marketing methods often hit a wall, limiting growth and creating fragmented experiences. That’s when the need for a unified, intelligent customer engagement platform becomes critical. In this guide, we break down the top reasons why marketers are moving beyond traditional CRMs and turning to platforms like Braze. From real-time personalization to cross-channel orchestration, learn how modern brands are rethinking engagement to drive loyalty, retention, and long-term growth. Dive into this exclusive Braze guide to uncover: Why CRMs alone fall short—and how customer engagement platforms fill the gap How AI, automation, and real-time data power personalized and scalable customer journeys What to look for in a future-ready platform that evolves with your growth

What SMBs should look for in a customer engagement platform

What SMBs should look for in a customer engagement platform

For growing businesses, engagement isn’t just a marketing function, it’s a strategic growth lever. But with limited resources and evolving customer expectations, how can SMBs find a platform that balances power and usability? This guide is your blueprint for evaluating the right-fit customer engagement platform. Whether you’re just getting started or scaling fast, learn what truly matters — from usability to scalability — so you can build smarter, faster, and more personalized customer experiences. Discover the essential pillars for choosing the right platform: How to balance feature depth with ease of use across lean teams What data, integrations, and security capabilities really future-proof your platform Why journey orchestration, AI, and strategic support make all the difference

Engage to Excel: The APAC Financial Services Playbook

Engage to Excel: The APAC Financial Services Playbook

As financial services institutions across APAC navigate an increasingly competitive and regulated landscape, traditional approaches to customer engagement are no longer enough. From mobile-first behaviors to evolving trust dynamics, the stakes for meaningful, real-time connection have never been higher. That’s why leading financial brands are turning to Braze to power dynamic, personalized experiences that drive acquisition, deepen loyalty, and maximize lifetime value. In this guide, we explore the key strategies and real-world use cases transforming engagement in financial services across the region. Whether you’re looking to reduce churn, streamline onboarding, or deliver more connected journeys, this playbook shows how to get there, with speed and scale. Download this Braze guide to discover: Why real-time personalization is critical for building trust and driving financial outcomes in APAC markets How to orchestrate seamless, cross-channel journeys that meet mobile-first expectations Proven tactics for onboarding, retention, and lifecycle engagement—plus success stories from regional leaders What to prioritize in a future-ready platform to evolve with your customers and compliance needs

10 key reasons to deploy a customer engagement platform

10 key reasons to deploy a customer engagement platform

As businesses scale, manual marketing methods often hit a wall, limiting growth and creating fragmented experiences. That’s when the need for a unified, intelligent customer engagement platform becomes critical. In this guide, we break down the top reasons why marketers are moving beyond traditional CRMs and turning to platforms like Braze. From real-time personalization to cross-channel orchestration, learn how modern brands are rethinking engagement to drive loyalty, retention, and long-term growth. Dive into this exclusive Braze guide to uncover: Why CRMs alone fall short—and how customer engagement platforms fill the gap How AI, automation, and real-time data power personalized and scalable customer journeys What to look for in a future-ready platform that evolves with your growth

What SMBs should look for in a customer engagement platform

What SMBs should look for in a customer engagement platform

For growing businesses, engagement isn’t just a marketing function, it’s a strategic growth lever. But with limited resources and evolving customer expectations, how can SMBs find a platform that balances power and usability? This guide is your blueprint for evaluating the right-fit customer engagement platform. Whether you’re just getting started or scaling fast, learn what truly matters — from usability to scalability — so you can build smarter, faster, and more personalized customer experiences. Discover the essential pillars for choosing the right platform: How to balance feature depth with ease of use across lean teams What data, integrations, and security capabilities really future-proof your platform Why journey orchestration, AI, and strategic support make all the difference

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