Financial institutions—including banks, insurers, and credit unions—must balance personalization with compliance and operational efficiency. Whether it's driving digital adoption, orchestrating real-time alerts, or managing consent, BFSI brands need a secure, scalable engagement strategy.
We support financial service providers in building secure engagement journeys—integrating CRM and consent layers, enabling real-time event triggers, and segmenting audiences by lifecycle stage and value tier.
Increased product uptake and onboarding completion
Streamlined compliance with engagement tracking
Faster delivery of time-sensitive customer communications
Improved conversion across renewals and upsells
A leading Canadian credit union partnered with NextGen to improve cross-sell conversion and onboarding experiences. By integrating RESUL with their existing marketing and CRM stack, they were able to activate real-time alerts, automate onboarding flows, and launch cross-channel campaigns personalized to member needs.
Achieved 28% lift in product conversion
Increased onboarding journey completion rates across email and SMS
Improved response time and agility for time-sensitive communications
