The conversation you should be having is with AI: Leveraging the Braze MCP Server for financial services

For financial services marketers, the challenge is clear. You’re tasked with driving innovation and creating personalized experiences all while navigating a complex web of compliance and regulation. And now, the rapid pace of AI innovation is widening the gap between customer-centric technology and the reality of regulatory compliance. But what if you could use AI not just to innovate, but to help close that gap?

At Braze, we believe that AI needs to help you innovate responsibly. That's why we launched the Braze MCP Server, a simple, industry-standard solution that gives natural-language tools like Claude and Cursor read-only access to your non-PII Braze data. Now, if you can type a question, you can explore your entire Braze ecosystem. No more waiting on data teams or navigating complex dashboards.

We’re seeing conversational insights unlock new perspectives and efficiencies, especially across time-consuming tasks like compliance audits and campaign observability. Our customer success managers, who work with some of the largest financial services brands out there, have identified several high-impact, easy to implement use cases that you can take advantage of now.

Your AI ally in compliance

The part of compliance that involves auditing who you target and the contents of your messages can be tedious when there’s zero tolerance for deviating from regulations. This is where AI clients with context about your Braze data via MCP can be your greatest ally by transforming these time consuming bottlenecks into a seamless part of your workflow. Let's explore three impactful use cases that showcase how.

1. Segment audits: Ensuring fair and precise targeting

Every marketer knows that over-messaging customers is a sure way to drive up negative experiences. But in financial services, it's not just about good practice—it's often about adhering to regulations on messaging frequency and data usage. But manually auditing your segments to ensure you're not over-communicating or improperly targeting your customers can sometimes feel like a full-time job.

Using an AI client securely connected to your Braze data , you can simply ask: "Are there any segments with no filters or not in use?" You can even ask, "What segment filters do I have applied for rate limiting?" This turns a tedious, hours-long audit into a simple conversation.

The real power comes from the ability to automate this process. Imagine setting up a daily alert that flags any segment for review. Urgent audit requests no longer have to feel like a fire drill; you're always ready, always confident. This proactive approach saves significant time and prepares you for any internal or external review.

2. Message review: Vetting copy for compliance

In the financial services space, every piece of customer-facing copy feels like a legal document. Before a single message goes out, it must go through a rigorous review process. Even with a well-oiled ticketing system or weekly meeting cadence, these back-and-forths can be significant bottlenecks.

This is where an AI client using MCP can help. Before your copy even hits the legal team's desk, you can run an initial check with a simple prompt: "Can you review the headlines for all of the messages and flag any copy that seems to be off-brand or may pose legal risks?"

This use case can revolutionize your approval flows. It may help you get better copy quicker by reducing the number of revisions, potentially making your legal team’s job easier as well.

3. Naming conventions: Creating a clear audit trail

You've been at your company for a while now. Perhaps your team has grown, or a few people have come and gone. Now you're left with five different campaign naming conventions and a graveyard of tags. Maintaining a clean, consistent naming structure is crucial for accurate reporting and a clear audit trail. But who has the time to manually review thousands of campaigns?

Now, you can turn to your AI Client using MCP and simply ask: "Review all of my campaign names and tags and provide suggestions for updates where there are inconsistencies, duplicates, and typing errors."

This not only helps with organization and reporting but also allows you to create sophisticated segmentation logic, like limiting frequency by a specific line of business. You can also now easily check that Braze reports using tags as filters are accurate and not inadvertently missing any crucial campaign. You can also do the same naming audit for attributes and events. If the LLM detects a custom attribute named "credit_card_number" it could flag it as something that shouldn't be in Braze. What was once a tedious chore becomes a foundational step toward more compliant and impactful marketing.

AI as your assistant for actionable insights

With your enhanced auditing and compliance workflows, you'll have more time to focus on what matters—namely, crafting exceptional customer experiences that earn trust and loyalty. This is where MCP comes in, serving as your strategic partner for uncovering campaign insights and scaling what’s working.

Imagine you’re a marketer at a payments company and want to understand what’s driving the most credit or debit card activations. Now, you can just ask AI to analyze your campaigns where card activations are the primary conversion event. You can also treat the AI like a strategic companion and not just a SQL writer by giving it context—like if there was anything promotional going on during certain weeks or if there were any new merchant partnerships introduced—that will allow it to surface more valuable insights.

This is where conversational insights proves its true value. Instead of just getting a list of top-performing campaigns, you can provide it with additional context to get a deeper, more valuable analysis. By treating AI like a teammate with context and follow-up questions, you can make insights actionable. You're not just looking at numbers; you're getting a clear understanding of the why behind your performance, giving you the confidence to lead your next strategic initiative.

How you can lead responsible innovation

The gap between tech and compliance has long felt like a barrier, but with the right tools, you can turn it into an opportunity. By embracing AI, you're not just adopting a new technology—you're becoming a change agent within your organization, building a more efficient, transparent, and trustworthy marketing operation.

Ready to lead the charge? Here's how to get started:

Work with your security team on setup

The first step is a conversation. Approach your security and compliance teams as partners, not just requesters. By working with them on the initial setup of the Braze MCP Server, you can provide clarity on the solution's read-only nature and non-PII access. This collaborative approach builds trust and ensures you’re aligned on every step of the journey.

Build a strategic roadmap

Clarity is key to driving adoption. Create a simple roadmap of the use cases that matter most to your team, outlining the data required for each. For example, show them exactly how auditing campaign segments can reduce risk and how vetting message copy can speed up legal reviews. This makes the value tangible and gives everyone a clear understanding of what’s being accessed and why.

Join a community of innovators

You don't have to navigate this journey alone. Connect with other financial services marketers in our Braze Bonfire Community who are pioneering responsible innovation within their own companies. Learn from their successes, share your challenges, and collaborate on new ideas. The power of a community can help you push the boundaries of what's possible, together.

Forward-Looking Statements

This blog post contains “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding the expected performance, benefits, development timelines and capabilities of Braze products and features. These forward-looking statements are based on the current assumptions, expectations and beliefs of Braze, and are subject to substantial risks, uncertainties and changes in circumstances that may cause actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Further information on potential factors that could affect Braze results are included in Braze’s Quarterly Report on Form 10-Q for the fiscal quarter ended July 31, 2025, filed with the U.S. Securities and Exchange Commission on September 5, 2025, and the other public filings of Braze with the U.S. Securities and Exchange Commission. The forward-looking statements included in this blog post represent the views of Braze only as of the date of this blog post, and Braze assumes no obligation, and does not intend to update these forward-looking statements, except as required by law.