Financial Services & Insurance

Build trust and drive growth with automated, personalised customer journeys

When it comes to financial services, organisations need to deliver exceptional customer experiences whilst maintaining regulatory compliance. With Pendula, companies are empowered to reduce support costs, increase conversions, and boost customer acquisition—all whilst ensuring compliance.

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Powering engagement for leading financial services

The Pendula Financial Services advantage

Pendula helps crush common financial services challenges—reducing operational costs, boosting conversions, and driving growth whilst maintaining regulatory compliance in a competitive market.

50%

Reduction in customer service calls with smarter automation

3x

Increase in conversion rates with targeted engagement

30%

Reduction in call handling time with proactive communications

Build Trust

Strengthen customer relationships, while maintaining compliance

Pendula’s experience and workflow studio helps you create branded, engaging touch points that achieve regulatory compliance whilst driving 4x increase in conversions.

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Create onboarding and KYC journeys with industry-compliant communication templates.

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Automate policy renewal campaigns.

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Introduce real-time customer support integrations.

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REPLAY

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REPLAY

Reduce Costs

Slash operational expenses with intelligent automation

Cut support costs and improve efficiency in a margin-sensitive market. With Pendula, you can automate customer communications and reduce call centre volumes by up to 50%, freeing up your case management teams.

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Automated claims and application status updates.

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Proactive policy communication workflows.

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Seamless self-service customer journeys.

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Intelligent call deflection strategies.

Accelerate Growth

Drive revenue with data-driven customer acquisition and retention

Maximise growth opportunities with personalised customer journeys that convert prospects and retain existing customers. Pendula has helped power 3x increases in sale conversions through targeted multi-touch engagement campaigns.

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Automated lead nurturing sequences.

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Cross-sell and upsell campaign automation.

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Personalised product recommendation engines.

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Lifecycle marketing optimisation.

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REPLAY

Hear from our customers

Hear from brands using Pendula to create conversations customers love whilst driving measurable business outcomes.

"As a business, we'd come to the conclusion that we needed to be wowing our customers all the time, and Pendula is a tool that directly meets that need. It was a customer-driven initiative and we're seeing customer results."

“We deal with a lot of interactions which are short and quick transactions through automation, it’s allowed messages to be continually sent without the consultant needing to take a look at the record.”

Financial Services & Insurance

Build trust and drive growth with automated, personalised customer journeys

Powering engagement for leading financial services

The Pendula Financial Services advantage

50%

Reduction in customer service calls with smarter automation

3x

Increase in conversion rates with targeted engagement

30%

Reduction in call handling time with proactive communications

Build Trust

Strengthen customer relationships, while maintaining compliance

Reduce Costs

Slash operational expenses with intelligent automation

Accelerate Growth

Drive revenue with data-driven customer acquisition and retention

Hear from our customers

increase retention

reduce workload

"As a business, we'd come to the conclusion that we needed to be wowing our customers all the time, and Pendula is a tool that directly meets that need. It was a customer-driven initiative and we're seeing customer results."

BRAD H., Operational excellence manager

4x

increase in customer call connects

3x

increase in conversion rates

“We deal with a lot of interactions which are short and quick transactions ­through automation, it’s allowed messages to be continually sent without the consultant needing to take a look at the record.”

Wei T., co-foundeR

30%

reduction in average inbound call-time

20%

reduction in outbound call handling time

Explore your resources

blog

Unlocking loyalty: Winning retention strategies for finance

BLOG

Enhancing security and engagement: The role of RCS in financial services and insurance

webinar

The evolution of omnichannel: Key marketing trends for 2025

It’s time to engage customers their way

trusted companies use pendula

Over 200M customer conversations have started with Pendula. Are you ready to start yours?

Say hello to more customer conversations (and us!)

The next-gen customer engagement platform

Reduction in customer service calls with smarter automation

“We deal with a lot of interactions which are short and quick transactions through automation, it’s allowed messages to be continually sent without the consultant needing to take a look at the record.”

It’s time to engage
customers their way