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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
Smiling woman holding a phone and credit card next to an overlaid Pyrite Financial app interface showing a new user signup flow, a savings option selection, and a push notification about spending.

MADE TO SCALE WITH COMPANIES OF ALL SIZES

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

25%

Year over year increase in sessions

Turn insights into impact

Drive real results with AI you can govern

Activate trusted, real-time insights to add value during critical financial moments. Braze unlocks the potential of your data with AI-driven decisioning that delivers timely, relevant engagement that boosts activation, retention, and servicing outcomes.

“Emerging technologies like AI, machine learning redefine the customer journey by helping us map and predict every customer's unique nonlinear path. With Braze, we're able to actually see all that insight and then rapidly use it for testing and personalization across all of these customer communication touchpoints.”

Melissa Neikirk
Director of Lifecycle Marketing, Remitly
BrazeAI™
Collage of people using their phones and laptop around a purple Ca$her logo, with bubbles showing rewards like 18x miles on travel, 5x points at gas stations, and 5% cash back at restaurants delivered by email, push, and text.

Personalize experiences

Be there for every financial milestone

Every milestone is a chance to build trust. Braze helps you meet customers at each touchpoint with personalized journeys across servicing, payments, lending, and claims. Powered by AI you direct, with the guardrails and governance tools to support your needs.

Stash leverages Braze to build trust through personalized onboarding flows.
View Stash Case Study
Journey Orchestration
Marketing graphic for Braze AI Agent Console showing a mobile screen from “Pyrite Financial” about home-buying, with callouts that say “Classify home-buying intent,” “Create segments,” and “Generate content for each segment.”

Fast and flexible integrations

Modern engagement, built on the systems you already trust

Braze works with the architecture you already have. Connect legacy and modern systems, bring your customer data together, and launch new experiences faster without disrupting what's working. No stale segments to sort through, just real-time decisioning when it matters.

+125% increase in digital registrations
View Legal & General Case Study
How Braze works
Illustration of a customer profile card for “Sophia Carter” showing location, account tier, rewards category, and churn risk, connected by a dotted line to a Snowflake interface labeled “Private Sharing.”

Powerful AI, responsibly built

Enterprise-grade security and compliance

Trust takes years to build and just seconds to break. That's why Braze embraces security, privacy, and compliance by design.

How Braze builds trust with every interaction
Graphic showing compliance badges for SOC 2, GDPR, ISO 27001, HIPAA, EU-US Data Privacy Framework, and CCPA on a purple background.

Case studies

Stash

There's never been a better time to be a better marketer.™