--- title: The Ultimate BFSI Hack-book - WebEngage description: The Ultimate BFSI Hack-book - WebEngage --- ![WebEngage-logo-1](https://talk.webengage.com/hs-fs/hubfs/WebEngage-logo-1.png?width=200&height=48&name=WebEngage-logo-1.png) [Request a Demo](https://talk.webengage.com/spilling-the-beans/bfsi-hack-book/#forms) ### Spilling The Beans! **The ultimate hack-book for your BFSI Business** **✓** Peer Playbooks **✓** Trends & Insights **✓** User Engagement Ideas … And Much More. ![WebEngage](https://talk.webengage.com/hubfs/BFSI-Hackbook-4-1-1.png) ## Gain The Competitive Edge, Lead The Wolf-Pack! ![conversions](https://talk.webengage.com/hubfs/Boost-your-conversions-1.webp) ##### Increase Lead Conversion Real-time communication and instant assistance can increase your lead to conversion rate by 40% ![Real-time-modification](https://talk.webengage.com/hubfs/Real-time-modification.webp) ##### Reduce Human Hours Automate support communications and create onboarding flows to reduce human hours by 80% ![Real-Time-personalization-1](https://talk.webengage.com/hubfs/Real-Time-personalization-1.webp) ##### Increase Policy Renewals Timely reminders and automated drips will reduce customer payment defaults by 50% [Download The Hack-Book Now!](https://talk.webengage.com/spilling-the-beans/bfsi-hack-book/#download) ## Playbooks To Help You Hit The Nail, Every Time! #### “Win-Back and policy renewal campaigns have contributed significantly to our overall revenue and resulted in improvement of our North Star Metric i.e. Persistency ratio.” **Payal Saxena** Associate Director – Digital Marketing at Acko ![WebEngage](https://talk.webengage.com/hubfs/BFSI-Hackbook-3-1.png) ![WebEngage](https://talk.webengage.com/hubfs/BFSI-Hackbook-2-1.png) #### “We’ve automated our user engagement initiatives and saved massive man-hours.Some of the campaigns we’ve sent have resulted in more than 40% growth in repeat loans by borrowers.” **Nishant Mehta** Executive – Digital Marketing, CASHe #### “The seamless integration with our LMS helps us serve our users at scale. Widespread use of the Journey Designer has led to a conversion uplift of up to 47%.” **Pranav Dabke** Campaign Manager, Digital Marketing ![WebEngage](https://talk.webengage.com/hubfs/BFSI-Hackbook-1-1.png) Kick-start your journey to the next phase of growth! ## Tried & Tested Strategies, Not Just Speculations! [Download The Hack-Book Now!](https://talk.webengage.com/spilling-the-beans/bfsi-hack-book/#download) #### 5M + Shopping Moments Personalized #### 400M + Monthly Active Users Engaged #### 30B+ Messages Sent Monthly #### $10B Additional Revenue Delivered ###### Solutions - [E-commerce](https://webengage.com/solutions/e-commerce/) - [Travel & Hospitality](https://webengage.com/solutions/travel-and-hospitality/) - [EdTech](https://webengage.com/solutions/ed-tech/) - [Gaming](https://webengage.com/solutions/gaming/) - [Media & Entertainment](https://webengage.com/solutions/media-and-entertainment/) - [D2C](https://webengage.com/solutions/direct-to-consumer/) - [BFSI & Fintech](https://webengage.com/solutions/banking-financial-services/) ###### Data & Insights - [Customer Data Platform](https://webengage.com/customer-data-platform/?_gl=1*1ms43mv*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxMDguNjAuMC4w) - [Unified Customer Profile](https://webengage.com/customer-data-platform/customer-profiles/?_gl=1*1ms43mv*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxMDguNjAuMC4w) - [Data Integrations](https://webengage.com/customer-data-platform/data-integrations/?_gl=1*1ms43mv*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxMDguNjAuMC4w) - [Security & Governance](https://webengage.com/customer-data-platform/data-security/?_gl=1*1ms43mv*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxMDguNjAuMC4w) - [Customer Segmentation](https://webengage.com/customer-segmentation/?_gl=1*1ms43mv*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxMDguNjAuMC4w) - [Static Segmentation](https://webengage.com/customer-segmentation/static/?_gl=1*1ms43mv*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxMDguNjAuMC4w) - [Live Segmentation](https://webengage.com/customer-segmentation/live/?_gl=1*1ms43mv*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxMDguNjAuMC4w) - [RFM Segmentation](https://webengage.com/customer-segmentation/rfm/?_gl=1*1ms43mv*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxMDguNjAuMC4w) - [Product & Revenue Analytics](https://webengage.com/product-and-revenue-analytics/?_gl=1*1ms43mv*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxMDguNjAuMC4w) - [Funnels](https://webengage.com/product-and-revenue-analytics/funnels/?_gl=1*bwdfd4*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxNjUuMy4wLjA.) - [Paths](https://webengage.com/product-and-revenue-analytics/paths/?_gl=1*bwdfd4*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxNjUuMy4wLjA.) - [Cohorts](https://webengage.com/product-and-revenue-analytics/cohorts/?_gl=1*bwdfd4*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxNjUuMy4wLjA.) - [Uninstalls](https://webengage.com/product-and-revenue-analytics/uninstalls/?_gl=1*bwdfd4*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxNjUuMy4wLjA.) - [Live Analytics](https://webengage.com/product-and-revenue-analytics/live-analytics/?_gl=1*bwdfd4*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMxNjUuMy4wLjA.) ###### Campaign Manager - [Omnichannel Engagement](https://webengage.com/omnichannel-engagement/?_gl=1*f6po4i*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMzNjMuMi4wLjA.) - [Email Marketing](https://webengage.com/omnichannel-engagement/email/) - [SMS Marketing](https://webengage.com/omnichannel-engagement/sms/) - [WhatsApp Engagement](https://webengage.com/omnichannel-engagement/whatsapp-engagement/) - [Web Push Notifications](https://webengage.com/omnichannel-engagement/web-push/) - [Mobile Push Notifications](https://webengage.com/omnichannel-engagement/mobile-push/) - [Facebook Retargeting](https://webengage.com/omnichannel-engagement/facebook-retargeting/) - [Google Retargeting](https://webengage.com/omnichannel-engagement/google-retargeting/) - [Campaign Orchestration](https://webengage.com/campaign-orchestration/?_gl=1*jitpiv*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMzNjMuMi4wLjA.) - [Journey Designer](https://webengage.com/campaign-orchestration/customer-journey-designer/?_gl=1*jitpiv*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMzNjMuMi4wLjA.) - [Relays](https://webengage.com/campaign-orchestration/relays/?_gl=1*jitpiv*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjMzNjMuMi4wLjA.) ###### Personalization - [Web Personalization](https://webengage.com/web-personalization/?_gl=1*lftrpt*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjM1NTkuMzIuMC4w) - [In-Line Personalization](https://webengage.com/web-personalization/in-line/?_gl=1*lftrpt*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjM1NTkuMzIuMC4w) - [Web Pop-ups & Notifications](https://webengage.com/web-personalization/onsite-notifications/?_gl=1*lftrpt*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjM1NTkuMzIuMC4w) - [App Personalization](https://webengage.com/app-personalization/?_gl=1*lftrpt*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjM1NTkuMzIuMC4w) - [In-App Notifications](https://webengage.com/app-personalization/in-app-notifications/?_gl=1*lftrpt*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjM1NTkuMzIuMC4w) ###### Resources - [Blog](https://webengage.com/blog) - [Impact Stories](https://webengage.com/resource/case-studies/) - [Ebook](https://webengage.com/resource/ebook) - [Academy](https://webengage.com/academy/) - [Webinars](https://webengage.com/resource/webinar) - [Newsroom](https://webengage.com/resource/newsroom/) - [EngageCast](https://webengage.com/resource/podcast/) - [EngageMint](https://webengage.com/engagemint/) - [EngageClass](https://webengage.com/resource/engageclass/) - [Developer Docs](https://docs.webengage.com/docs?_gl=1*1tq0olt*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjM2NDQuNjAuMC4w) - [Knowledge Base](https://knowledgebase.webengage.com/docs?_gl=1*1tq0olt*_ga*NzA2MTAyMjA5LjE2NzkzMDkxMTE.*_ga_3NGD3E18DP*MTY4NDMyMTEzNC4xOS4xLjE2ODQzMjM2NDQuNjAuMC4w) - [Glossary](https://webengage.com/resource/glossary/) ###### Company - [About Us](https://webengage.com/about-us/) - [Our Customers](https://webengage.com/customers/) - [Careers](https://webengage.com/current-openings/) - [Partners](https://webengage.com/partners-program/) - [Contact Us](https://webengage.com/contact-us/) - [WebEngage for Startups](https://webengage.com/startup-program/) - [![Capterra-2](https://talk.webengage.com/hubfs/Capterra-2.webp)](https://www.capterra.com/p/143401/WebEngage/) - [![GetApp-2](https://talk.webengage.com/hubfs/GetApp-2.webp)](https://www.getapp.com/customer-management-software/a/webengage/) - [![g2-2](https://talk.webengage.com/hubfs/g2-2.webp)](https://www.g2.com/products/webengage/reviews) - ![iec-logo](https://talk.webengage.com/hubfs/iec-logo.webp) - ![aicpa-soc](https://talk.webengage.com/hubfs/aicpa-soc.webp) - ![ISO_9001-2015 (2)](https://talk.webengage.com/hubfs/ISO_9001-2015%20(2).png) - ![Group-2](https://talk.webengage.com/hubfs/Group-2.webp) - ![mark-of-trust-certified-ISOIEC-27001-information-security-management-black-logo-En-GB-1019-300x152-1-1](https://talk.webengage.com/hubfs/mark-of-trust-certified-ISOIEC-27001-information-security-management-black-logo-En-GB-1019-300x152-1-1.webp) - [Mumbai](https://www.google.com/maps/place/WebEngage,+B-1602,+Lotus+Corporate+Park,+Goregaon,+Mumbai,+Maharashtra+400063/data=!4m2!3m1!1s0x3be7b7cc9610c145:0x8fee4c87d2504938?utm_source=mstt_1&entry=gps) - [Gurugram](https://www.google.com/maps/place/91springboard/@28.4497637,77.0752724,17z/data=!3m1!4b1!4m5!3m4!1s0x390d18eb379fa2bb:0xfe9158c05b779b08!8m2!3d28.4497651!4d77.0753008?coh=164777&entry=tt&shorturl=1) - [Bengaluru](https://www.google.com/maps/place/Sakti+Statesman/@12.9238256,77.6654588,17z/data=!3m1!4b1!4m5!3m4!1s0x3bae1377b38e323f:0xde910e0686a4adac!8m2!3d12.9238204!4d77.6676475?coh=164777&entry=tt&shorturl=1) - [Dubai](https://www.google.com/maps/place/JLT+Cluster+C/@25.0689554,55.1372575,17z/data=!3m1!4b1!4m5!3m4!1s0x3e5f6cad16934afd:0x14407f6e062da70b!8m2!3d25.0689506!4d55.1394462?coh=164777&entry=tt&shorturl=1) - [Sao Paulo](https://www.google.com/maps/place/Condom%C3%ADnio+Edif%C3%ADcio+Plavinil+Elclor+-+Rua+Urussu%C3%AD,+300+-+Itaim+Bibi,+S%C3%A3o+Paulo+-+SP,+04542-051,+Brazil/@-23.5861407,-46.6766912,17z/data=!3m1!4b1!4m6!3m5!1s0x94ce575c0c3cd0c1:0x3816e849845edcf4!8m2!3d-23.5861407!4d-46.6766912!16s%2Fg%2F1ptwqml1n) - 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