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A Leader’s Guide to Customer Engagement Excellence in Banking - CleverTap
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data-src="/wp-content/uploads/2024/02/demo-center-thumb.png"> <span class="c-btn c-btn-arrow arrow-nav">Demo Center</span> <span class="ct-ddCards__title_desc">Explore CleverTap's All-In-One Engagement Platform</span> </p> </div> </div> </a> </div> <div class="col-2"> <div class="left-sec-list"> <div class = "menu-head"> <div class="left-menu-head-content"> <span class="ct-ddCards__title tablinks active"> CAPABILITIES </span> </div> </div> <div class="ct-ddCards__item"> <div class="ct-ddCards__warp"> <a href="/customer-data-and-analytics/"> <p class="ct-ddCards__title tablinks active" > <span class="c-btn c-btn-arrow arrow-nav">Customer Data & Analytics</span> <span class="ct-ddCards__title_desc">Ingest, analyze and segment customer data</span> </p> </a> </div> </div> <div class="ct-ddCards__item"> <div class="ct-ddCards__warp"> <a href="/experiment-optimization/"> <p class="ct-ddCards__title"> <span class="c-btn c-btn-arrow arrow-nav">Experimentation & Optimization</span> <span class="ct-ddCards__title_desc">Unleash the winning strategy in real-time</span> </p> </a> </div> </div> <div class="ct-ddCards__item"> <div class="ct-ddCards__warp"> <a href="/personalization/"> <p class="ct-ddCards__title"> <span class="c-btn c-btn-arrow arrow-nav">Personalization</span> <span class="ct-ddCards__title_desc">Contextualize customer experiences in real-time</span> </p> </a> </div> </div> <div class="ct-ddCards__item"> <div class="ct-ddCards__warp"> <a href="/orchestration/"> <p class="ct-ddCards__title tablinks active"> <span class="c-btn c-btn-arrow arrow-nav">Campaign Orchestration</span> <span class="ct-ddCards__title_desc">Build omnichannel customer experiences effortlessly</span> </p> </a> </div> </div> <div class="ct-ddCards__item"> <div class="ct-ddCards__warp"> <a href="/ai/"> <p class="ct-ddCards__title tablinks active"> <span class="c-btn c-btn-arrow arrow-nav">Clever.AI</span> <span class="ct-ddCards__title_desc">Insightful. Empathetic. Actionable</span> </p> </a> </div> </div> </div> </div> <div class="col-3"> <div class="menu-head"> <div class="left-menu-head-content"> <span class="ct-ddCards__title tablinks active"> CHANNELS </span> </div> </div> <div class="ct-ddCards__item links-no-desc u-MT10"> <div class="ct-ddCards__warp"> <a href="/omnichannel-engagement/push-notifications/"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 16 16" fill="none"> <path d="M8 4.29375V6.51375" stroke="#173E54" stroke-miterlimit="10" stroke-linecap="round"/> <path d="M8.01058 1.33281C5.55725 1.33281 3.57058 3.31948 3.57058 5.77281V7.17281C3.57058 7.62614 3.38391 8.30614 3.15058 8.69281L2.30391 10.1061C1.78391 10.9795 2.14391 11.9528 3.10391 12.2728C6.29058 13.3328 9.73724 13.3328 12.9239 12.2728C13.8239 11.9728 14.2106 10.9195 13.7239 10.1061L12.8772 8.69281C12.6439 8.30614 12.4572 7.61948 12.4572 7.17281V5.77281C12.4506 3.33281 10.4506 1.33281 8.01058 1.33281Z" stroke="#173E54" stroke-miterlimit="10" stroke-linecap="round"/> <path d="M10.2213 12.5469C10.2213 13.7669 9.22125 14.7669 8.00125 14.7669C7.39458 14.7669 6.83458 14.5135 6.43458 14.1135C6.03458 13.7135 5.78125 13.1535 5.78125 12.5469" stroke="#173E54" stroke-miterlimit="10"/> </svg> <p class="ct-ddCards__title"> Push Notifications </p> </a> </div> </div> <div class="ct-ddCards__item links-no-desc"> <div class="ct-ddCards__warp"> <a href="/omnichannel-engagement/email/"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 16 16" fill="none"> <path d="M8.00102 13.6669H4.66768C2.66768 13.6669 1.33435 12.6669 1.33435 10.3336V5.66693C1.33435 3.33359 2.66768 2.33359 4.66768 2.33359H11.3343C13.3343 2.33359 14.6677 3.33359 14.6677 5.66693V7.66693" stroke="#173E54" stroke-miterlimit="10" stroke-linecap="round" stroke-linejoin="round"/> <path d="M11.3323 6L9.24565 7.66667C8.55898 8.21333 7.43231 8.21333 6.74565 7.66667L4.66565 6" stroke="#173E54" stroke-miterlimit="10" stroke-linecap="round" stroke-linejoin="round"/> <path d="M12.8044 9.84685L10.4445 12.2069C10.3511 12.3002 10.2645 12.4735 10.2445 12.6002L10.1178 13.5002C10.0711 13.8269 10.2978 14.0535 10.6245 14.0069L11.5245 13.8802C11.6511 13.8602 11.8311 13.7735 11.9178 13.6802L14.2778 11.3202C14.6845 10.9135 14.8778 10.4402 14.2778 9.8402C13.6845 9.24686 13.2111 9.44018 12.8044 9.84685Z" stroke="#173E54" stroke-miterlimit="10" stroke-linecap="round" stroke-linejoin="round"/> <path d="M12.4617 10.1867C12.6617 10.9067 13.2217 11.4667 13.9417 11.6667" stroke="#173E54" stroke-miterlimit="10" stroke-linecap="round" stroke-linejoin="round"/> </svg> <p class="ct-ddCards__title"> Email Automation </p> </a> </div> </div> <div class="ct-ddCards__item links-no-desc"> <div class="ct-ddCards__warp"> <a href="/omnichannel-engagement/whatsapp/"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 16 16" fill="none"> <path d="M4.60102 13.7336C5.60102 14.3336 6.80102 14.6669 8.00102 14.6669C11.6677 14.6669 14.6677 11.6669 14.6677 8.00026C14.6677 4.3336 11.6677 1.3336 8.00102 1.3336C4.33435 1.3336 1.33435 4.3336 1.33435 8.00026C1.33435 9.20026 1.66768 10.3336 2.20102 11.3336L1.77479 12.9729C1.58007 13.7219 2.27327 14.3987 3.01734 14.1861L4.60102 13.7336Z" stroke="#173E54" stroke-miterlimit="10" stroke-linecap="round" stroke-linejoin="round"/> <path d="M11 9.899C11 10.007 10.976 10.118 10.9249 10.226C10.8738 10.334 10.8077 10.436 10.7206 10.532C10.5734 10.694 10.4111 10.811 10.2278 10.886C10.0476 10.961 9.85228 11 9.64196 11C9.3355 11 9.00801 10.928 8.66249 10.781C8.31698 10.634 7.97146 10.436 7.62894 10.187C7.28343 9.935 6.95593 9.656 6.64347 9.347C6.334 9.035 6.05458 8.708 5.80521 8.366C5.55884 8.024 5.36054 7.682 5.21632 7.343C5.07211 7.001 5 6.674 5 6.362C5 6.158 5.03605 5.963 5.10816 5.783C5.18027 5.6 5.29444 5.432 5.45368 5.282C5.64597 5.093 5.85628 5 6.07862 5C6.16274 5 6.24687 5.018 6.32198 5.054C6.4001 5.09 6.4692 5.144 6.52329 5.222L7.22033 6.203C7.27441 6.278 7.31347 6.347 7.34051 6.413C7.36755 6.476 7.38257 6.539 7.38257 6.596C7.38257 6.668 7.36154 6.74 7.31948 6.809C7.28042 6.878 7.22334 6.95 7.15123 7.022L6.92288 7.259C6.88983 7.292 6.87481 7.331 6.87481 7.379C6.87481 7.403 6.87782 7.424 6.88383 7.448C6.89284 7.472 6.90185 7.49 6.90786 7.508C6.96194 7.607 7.05508 7.736 7.18728 7.892C7.32248 8.048 7.4667 8.207 7.62293 8.366C7.78518 8.525 7.94141 8.672 8.10065 8.807C8.25689 8.939 8.38608 9.029 8.48823 9.083C8.50325 9.089 8.52128 9.098 8.54231 9.107C8.56635 9.116 8.59039 9.119 8.61743 9.119C8.6685 9.119 8.70756 9.101 8.74061 9.068L8.96895 8.843C9.04407 8.768 9.11617 8.711 9.18528 8.675C9.25438 8.633 9.32349 8.612 9.3986 8.612C9.45568 8.612 9.51577 8.624 9.58187 8.651C9.64797 8.678 9.71708 8.717 9.79219 8.768L10.7867 9.473C10.8648 9.527 10.9189 9.59 10.9519 9.665C10.982 9.74 11 9.815 11 9.899Z" stroke="#173E54" stroke-miterlimit="10"/> </svg> <p class="ct-ddCards__title"> WhatsApp </p> </a> </div> </div> <div class="ct-ddCards__item links-no-desc"> <div class="ct-ddCards__warp"> <a href="/mobile-channels/"> <img width="16" height="16" src="https://clevertap.com/wp-content/uploads/2024/09/Group.svg" style="margin-right: 10px;"> <p class="ct-ddCards__title"> Mobile Channels </p> </a> </div> </div> <div class="ct-ddCards__item links-no-desc"> <div class="ct-ddCards__warp"> <a href="/omnichannel-engagement/in-app-messages/"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 16 16" fill="none"> <path d="M5.67708 12.6693H5.34375C2.67708 12.6693 1.34375 12.0026 1.34375 8.66927V5.33594C1.34375 2.66927 2.67708 1.33594 5.34375 1.33594H10.6771C13.3437 1.33594 14.6771 2.66927 14.6771 5.33594V8.66927C14.6771 11.3359 13.3437 12.6693 10.6771 12.6693H10.3437C10.1371 12.6693 9.93708 12.7693 9.81042 12.9359L8.81042 14.2693C8.37042 14.8559 7.65042 14.8559 7.21042 14.2693L6.21042 12.9359C6.10375 12.7893 5.85708 12.6693 5.67708 12.6693Z" stroke="#173E54" stroke-miterlimit="10" stroke-linecap="round" stroke-linejoin="round"/> <path d="M10.6734 7.33333H10.6794" stroke="#173E54" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M7.98596 7.33334H7.99195" stroke="#173E54" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M5.32967 7.33333H5.33566" stroke="#173E54" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> </svg> <p class="ct-ddCards__title"> In-App Messaging </p> </a> </div> </div> <div class="ct-ddCards__item links-no-desc"> <div class="ct-ddCards__warp"> <a href="/omnichannel-engagement/web/"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 16 16" fill="none"> <path d="M11.9838 7.19334V9.86001C11.9838 10.0333 11.9771 10.2 11.9571 10.36C11.8038 12.16 10.7438 13.0533 8.79045 13.0533H8.52378C8.35712 13.0533 8.19711 13.1333 8.09711 13.2667L7.29712 14.3333C6.94379 14.8067 6.37044 14.8067 6.01711 14.3333L5.2171 13.2667C5.13044 13.1533 4.93711 13.0533 4.79045 13.0533H4.52378C2.39712 13.0533 1.33044 12.5267 1.33044 9.86001V7.19334C1.33044 5.24001 2.23045 4.18001 4.02378 4.02667C4.18378 4.00667 4.35045 4 4.52378 4H8.79045C10.9171 4 11.9838 5.06667 11.9838 7.19334Z" stroke="#173E54" stroke-miterlimit="10" stroke-linecap="round" stroke-linejoin="round"/> <path d="M14.6517 4.52693V7.19359C14.6517 9.15359 13.7517 10.2069 11.9584 10.3603C11.9784 10.2003 11.985 10.0336 11.985 9.86026V7.19359C11.985 5.06693 10.9184 4.00025 8.79169 4.00025H4.52502C4.35169 4.00025 4.18502 4.00693 4.02502 4.02693C4.17836 2.23359 5.23836 1.33359 7.19169 1.33359H11.4584C13.585 1.33359 14.6517 2.40026 14.6517 4.52693Z" stroke="#173E54" stroke-miterlimit="10" stroke-linecap="round" stroke-linejoin="round"/> <path d="M8.99597 8.83333H9.00197" stroke="#173E54" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M6.66468 8.83333H6.67068" stroke="#173E54" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> <path d="M4.33033 8.83333H4.33633" stroke="#173E54" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"/> </svg> <p class="ct-ddCards__title"> Web Messaging </p> </a> </div> </div> <div class="ct-ddCards__item links-no-desc"> <div class="ct-ddCards__warp"> <a href="/omnichannel-engagement/sms/"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 16 16" fill="none"> <path d="M10.6677 1.33359H5.33435C2.66768 1.33359 1.33435 2.66692 1.33435 5.33359V14.0003C1.33435 14.3669 1.63435 14.6669 2.00102 14.6669H10.6677C13.3343 14.6669 14.6677 13.3336 14.6677 10.6669V5.33359C14.6677 2.66692 13.3343 1.33359 10.6677 1.33359Z" stroke="#173E54" stroke-linecap="round" stroke-linejoin="round"/> <path d="M4.66956 6.33261H11.3362" stroke="#173E54" stroke-miterlimit="10" stroke-linecap="round" stroke-linejoin="round"/> <path d="M4.66956 9.6662H9.33622" stroke="#173E54" stroke-miterlimit="10" stroke-linecap="round" stroke-linejoin="round"/> </svg> <p class="ct-ddCards__title"> SMS </p> </a> </div> </div> <div class="ct-ddCards__item links-no-desc"> <div class="ct-ddCards__warp"> <a href="/omnichannel-engagement/signed-call/"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 16 16" fill="none"> <path d="M14.6438 12.2193C14.6438 12.4593 14.5904 12.7059 14.4771 12.9459C14.3638 13.1859 14.2171 13.4126 14.0238 13.6259C13.6971 13.9859 13.3371 14.2459 12.9304 14.4126C12.5304 14.5793 12.0971 14.6659 11.6304 14.6659C10.9504 14.6659 10.2238 14.5059 9.45711 14.1793C8.69044 13.8526 7.92378 13.4126 7.16378 12.8593C6.39711 12.2993 5.67044 11.6793 4.97711 10.9926C4.29044 10.2993 3.67044 9.57261 3.11711 8.81261C2.57044 8.05261 2.13044 7.29261 1.81044 6.53928C1.49044 5.77928 1.33044 5.05261 1.33044 4.35928C1.33044 3.90594 1.41044 3.47261 1.57044 3.07261C1.73044 2.66594 1.98378 2.29261 2.33711 1.95928C2.76378 1.53928 3.23044 1.33261 3.72378 1.33261C3.91044 1.33261 4.09711 1.37261 4.26378 1.45261C4.43711 1.53261 4.59044 1.65261 4.71044 1.82594L6.25711 4.00594C6.37711 4.17261 6.46378 4.32594 6.52378 4.47261C6.58378 4.61261 6.61711 4.75261 6.61711 4.87928C6.61711 5.03928 6.57044 5.19928 6.47711 5.35261C6.39044 5.50594 6.26378 5.66594 6.10378 5.82594L5.59711 6.35261C5.52378 6.42594 5.49044 6.51261 5.49044 6.61928C5.49044 6.67261 5.49711 6.71928 5.51044 6.77261C5.53044 6.82594 5.55044 6.86594 5.56378 6.90594C5.68378 7.12594 5.89044 7.41261 6.18378 7.75928C6.48378 8.10594 6.80378 8.45928 7.15044 8.81261C7.51044 9.16594 7.85711 9.49261 8.21044 9.79261C8.55711 10.0859 8.84378 10.2859 9.07044 10.4059C9.10378 10.4193 9.14378 10.4393 9.19044 10.4593C9.24378 10.4793 9.29711 10.4859 9.35711 10.4859C9.47044 10.4859 9.55711 10.4459 9.63044 10.3726L10.1371 9.87261C10.3038 9.70594 10.4638 9.57928 10.6171 9.49928C10.7704 9.40594 10.9238 9.35928 11.0904 9.35928C11.2171 9.35928 11.3504 9.38594 11.4971 9.44594C11.6438 9.50594 11.7971 9.59261 11.9638 9.70594L14.1704 11.2726C14.3438 11.3926 14.4638 11.5326 14.5371 11.6993C14.6038 11.8659 14.6438 12.0326 14.6438 12.2193Z" stroke="#173E54" stroke-miterlimit="10"/> <path d="M12.3294 5.99953C12.3294 5.59953 12.0161 4.9862 11.5494 4.4862C11.1228 4.0262 10.5561 3.6662 9.99609 3.6662" stroke="#173E54" stroke-linecap="round" stroke-linejoin="round"/> <path d="M14.6628 5.99928C14.6628 3.41928 12.5761 1.33261 9.99609 1.33261" stroke="#173E54" stroke-linecap="round" stroke-linejoin="round"/> </svg> <p class="ct-ddCards__title"> Signed Call<sup>TM</sup> </p> </a> </div> </div> </div> <div class="col-4"> <p class="main-block-title">ANALYST REPORT</p> <a href="https://clevertap.com/forrester-wave-cross-channel-marketing-hubs-q4-2024-report/"><div class="inner-block"> <img class = "lazyload" data-src="https://clevertap.com/wp-content/uploads/2024/11/report.webp" alt="featured" width="280px" height="120"> <p class="img-caption-block">Read how CleverTap is shaping the cross-channel marketing product ecosystem</p> </div></a> <p class="main-block-title u-MT30 u-MB0">NEW LAUNCH</p> <a style = "margin-top:0px" class="main-block-wrap" 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For more details, go to the <a href="https://clevertap.com/privacy-policy/" target="_blank" rel="noopener noreferrer">Privacy Policy</a>. </p> <p style="font-size: 12px;" class="checkterms-txt" style = "display:block!important"> By submitting this form, you agree to CleverTap's<a href="https://clevertap.com/privacy-policy/" target="_blank" rel="noopener noreferrer"> Privacy Policy</a>. </p> </label> </div> <div class="ctrl-group" style="text-align: center;"><button class="c-btn" id="schedule_demo" name="submit" type="button">Download</button></div> </form> <form class="comp form schedule-demo-thankyou" id="schedule-demo-thankyou" style="display: none; text-align: center; opacity: 0;"> <div class="icon"> <span class="icon-shaking-hands-white" style="background-size: 653px 650px;"></span> </div> <h3>Thank you for your interest in CleverTap</h3> We'll get back to you soon! </form> </div> <div class="c-customerTestimonialSlider__details u-mob-MT40 big-p2"> <p>Are you ready to take the big leap with AI integrated into your customer engagement strategies? Many banks remain on the sidelines, waiting for proven results before adopting new technologies. This cautious approach limits AI’s potential and hampers competitiveness. Explore how you can embrace AI with CleverTap’s core four—Trust, Technology, Transactions, and Touchpoints—and strategize your AI adoption for success!</p><h4><b><br/>About the report</b></h4><p><span style="font-weight: 500;">AI is redefining banking, and this report is a strategic framework for leaders to move forward with AI-first customer engagement strategies. From efficiency with automation, conversion with hyper-personalized experiences, to decision-making with strategic insights, AI is the future. Explore the AI Opportunity Radar: Spot emerging trends, stay ahead of innovation, and lead the charge with AI-driven banking solutions.</span></p><style>html .page-template-pagesp-reports-template-php .big-p2 span {color: #000 !important;}section.cream-bg.relative.brands-div {display: none;}h1.headingh1.ct-blue-text::after {content: "Stop following—start leading with AI in banking! 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if (UTMSource === 'google' && UTMMedium === 'cpc') { clevertap.onUserLogin.push({ "Site": { "UTM Keyword": UTMKeyword, "Coupon Code": CouponCode, "UTM Content": UTMContent, "UTM Campaign": UTMCampaign, "UTM Source": UTMSource, "UTM Medium": UTMMedium, "UTM Term": UTMTerm } }); } function getRegion(tz) { switch (tz) { case 'America/Nuuk': case 'Asia/Jerusalem': case 'Atlantic/Azores': case 'Atlantic/Faroe': case 'Atlantic/Canary': case 'Atlantic/Madeira': case 'Atlantic/Reykjavik': case 'Europe/Moscow': case 'CET': return 'EU'; case 'America/Adak': case 'America/Anchorage': case 'America/Boise': case 'America/Cambridge_Bay': case 'America/Chicago': case 'America/Dawson': case 'America/Denver': case 'America/Detroit': case 'America/Fort_Nelson': case 'America/Halifax': case 'America/Los_Angeles': case 'America/Montreal': case 'America/New_York': case 'America/Phoenix': case 'America/Toronto': case 'America/Vancouver': case 'America/Winnipeg': case 'UTC': return 'NAM'; case 'Africa/Cairo': case 'Europe/Istanbul': case 'Asia/Riyadh': case 'Asia/Muscat': case 'Asia/Dubai': case 'Asia/Qatar': case 'Asia/Bahrain': case 'Asia/Kuwait': return 'MEA'; 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