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  • Why Braze?
    • The Braze PlatformAll your data, channels, and orchestration needs in one placeView the platform
    • BrazeAl™UPDATESAutomate, learn, and personalize with AI
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    FEATURED CAPABILITIES
    • BrazeAI Decisioning Studio™NEWDeliver 1:1 personalization, at scale
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    How It Works

    Get a breakdown of our vertically- integrated technology

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    Smiling man holding a smartphone next to "GLOBAL Customer Engagement Review 2026" and the Braze logo.
    2026 Global Customer Engagement ReviewFor our sixth Global CER, we surveyed over 2,200 marketing leaders and analyzed upwards of 6 billion data points spanning more than 750 brands
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Braze.
Be Absolutely
Engaging.™

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Financial Services

Secure, Personalized Financial Engagement for Every Customer

With Braze, you can be confident in a platform that offers secure solutions—so that you can be there for your customers’ most critical financial moments.

Contact Sales
a woman is smiling while looking at a screen that says welcome to pyrite financial

The Braze Financial Services advantage.

Braze pulls cross-channel data together across complex consumer journeys to build customer loyalty, increase retention, and ultimately, grow share of wallet.

86%

Uplift on 6 month retention with cross-channel messaging

2X

Uplift in average user lifetime with cross-channel messaging

10%

Year over year increase in sessions

Keep data secure

A single source of truth you can trust.

Keep sensitive customer data safe and secure. With a platform that has world-class data security, rest assured that as your customer base grows—so will their confidence in your brand.

How Braze Works
a woman is smiling while looking at her cell phone

Personalize experiences

Be there for every financial milestone.

From paying off loans to buying a house, everyone has their own critical money moments. Personalize customer journeys based on each unique financial journeys—while supporting and keeping them engaged, every step of the way.

Journey Orchestration
a man and a woman are interested in mortgage loans and investing

Integrate with speed and flexibility

Invest in the right platform—and you’ll never need another one.

Increase customer satisfaction and reduce your tech stack with a single, best-in-breed platform that optimizes your customer data. Braze integrates easily and efficiently to streamline your operations—and give you a better ROI.

Braze Data Platform
a graph showing performance over time shows a revenue of $ 350,400

Hear from our customers.

Learn from financial service companies who are using Braze to find a voice that is now finding its way to customers.

Read all Success Stories
MoneySuperMarket

MoneySuperMarket Implements 
Braze To Turbocharge Their Messaging

See MoneySuperMarket’s story
25%Conversion Rates
50XIncrease in email sends per minute
wealthsimple

Wealthsimple Drives Acquisition and Long-Term Value With Their Customer Engagement Strategy

See Wealthsimple’s story
40%Increase in Net Deposits
20%client registration rate
Stori

Stori improves the customer experience with interactive WhatsApp messaging

See Stori’s story
26%Higher Conversion vs In-App Process
3Xmore engagement with WhatsApp vs push notifications (response rate)

Check out the resources.

View the Blog
  • a woman is sitting in a chair using a laptop computer .
    Report

    2025 Financial Services Customer Engagement Review

  • the braze logo is on a pink and orange background .
    Guide

    Trust at Every Touchpoint: Why Customer Engagement is a Crucial Component in Your Overall Risk Management Strategy

  • two women are talking to each other in an office while sitting at a desk .
    Guide

    Beyond transactions in financial services—The strategic impact of long-term relationships

It’s time to be a better marketer

Get StartedSee How Braze Works

MADE TO SCALE WITH COMPANIES OF ALL SIZES

Venmo
Stori
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Dave
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