Secure lifecycle personalization you can bank on.
Build trust and long-term engagement with secure, data-driven experiences.
Trusted by leading FinTech brands to power real-time, always-on engagement.
FinTech runs on trust. When personalization misses,
customers leave.
94%
Financial companies can’t personalize due to the inaccessibility of data
Source: FICOWorld 2024
DATA ACTIVATION
45%
Customers consider switching providers based on lack of personalized experiences
Source: Persado
PERSONALIZATION
77%
Customers disengage within 3 days of downloading an app
Source: Business of Apps
RETENTION
Growth starts with trust, and scales with
adaptive personalization.
Increase active users.
Guide new users through real-time, adaptive onboarding journeys that reduce drop-off and accelerate verified activations.
Drive sustainable growth.
Increase engagement and conversions with adaptive lifecycle journeys that personalize every message in real time—optimizing send times and content to drive measurable performance.
Scale personalization with AI.
Iterable’s Agentic Intelligence automates manual operations while powering predictive audience segmentation, prompt-based journey building, and AI-powered optimization to select the best message, channel, and timing for every user.
Cut dependency on engineering.
Iterable’s no-code personalization tools free marketers to build and launch journeys independently, accelerating campaign velocity and reducing technical resource requirements.
The Iterable difference
Iterable is the agentic AI customer engagement platform to power your growth.
BUILT FOR SPEED, SCALE, & SECURITY
Industry-leading architecture for scalable processing, flexibility, and security
- Enterprise-grade Security
- Elasticsearch data foundation
- Composable infrastructure to support
consumer & supplier connection - Unified lifecycle storage & retention
SEAMLESS LIFECYCLE DESIGN
Intelligent journey design, simplified without sacrifice
- Native cross-channel design
- Real-Time triggered automation
- Marketer-friendly UI
- Embedded optimizations
AGENTIC INTELLIGENCE
Predict, reason, and act with logic you can see and defend
- Agentic workflow automation
- Predictive Insights & Next Best Actions
- Transparent decisioning & reasoning
MARKETER EASE OF USE
Designed for Marketers, trusted by Engineers.
- No-code personalization & schema management
- Drag and drop content editors
- Collaborative design & QA workflows
- Integrated AI tilesets for easy application
Security you can trust
Access | Compliance | Protection | Controls | Resiliance
Resources for the FinTech marketers of tomorrow.
How Fintech Brands Drive Retention and Earn Trust
Brand success is driven by user trust, and no industry knows that more inherently than the world of finance.
How Coinbase Activates Customer Data
Join Kelly, CRM & Lifecycle Marketing, explaining how Coinbase uses customer data to build personalizations, and experiments, while keeping privacy top-of-mind.
Peeling the Onboarding Onion
Hooray, a new customer is knocking at your door! Time to sit back and relax, right? Eh, not so much. Attracting a new customer can feel like the finish line for some teams in an organization, but what comes next?
