Press Release

Individualized experience integrated with real-time assistance is key to enhanced CX: CleverTap

CleverTap, a leading customer engagement and retention platform has launched an insightful report titled, “Rethink FinTech Playbook: Clever Engagement Tactics In The Age Of Pandemic Banking”. A first-of-its-kind, comprehensive resource, Rethink Fintech Playbook draws from a year-long research and exclusive interviews with 15+ C-level executives and marketers across the globe to deliver guidance on developing frameworks in the fintech sector, in order to effectively deal with the digital surge for personalized journeys. The qualitative report provides in-depth insights on translating data around customer context and behaviour effectively and crafting high-impact campaigns and strategies that consumers accept and appreciate.


The knowledge resource has been authored by Sunil Thomas, CEO and Co-founder, CleverTap in close collaboration with Peggy Anne Salz, a top-30 mobile marketing influencer and veteran Forbes writer. The research also includes marketing counsel and insights from leading Indian fintech companies like Edelweiss Group, Dhani Housing Finance, Federal Bank, PayU India and Khatabook


Commenting on the launch of the report, Sunil Thomas, CEO and Co-Founder, CleverTap said, “The need of the hour is for financial institutions to deliver personalised experience which can be termed as Netflix-style banking. ‘The Rethink Fintech Playbook’ is a companion resource as one evolves clever strategies to engage and retain customers. This curated collection of checklists and best practices from leading industry practitioners provides marketing and messaging at pivotal moments across multiple journeys that generate benefit for one’s customers and revenues for the fintech company.”


In a nutshell, Rethink Fintech Playbook helps marketers to transcend product-centric selling to present more holistic and individualized value propositions aligned with evolving customer needs and how to infuse marketing with humanity and maximize customer lifetime value.

New pathways that marketers can pursue to reinforce financial well-being and change consumer behaviour

  • Build trust through empathy
  • Leverage analytics to customize communications
  • Power relevant and valuable engagement on customer preferred channels
  • Offer genuine advice and assistance aligned with individual needs in critical contexts
  • Innovate gamified experiences to incentivize and influence customer behaviour
  • Curate content to educate customers about topics they value
  • Predict requirements and recommend choices that arm customers to solve problems and navigate complexity

The complete report can be accessed at

About CleverTap

CleverTap is the leading AI-powered customer engagement and retention platform that helps brands maximize user lifetime value. Consumer brands around the world representing over 10,000 apps—including Vodafone, Star, Sony, Discovery, Fandango LATAM, Carousell, and Gojek—trust CleverTap to help them improve user engagement and retention thereby growing long term revenue. CleverTap is backed by leading venture capital firms including Sequoia India, Tiger Global Management, Accel, and Recruit Holdings, and operates out of San Francisco, Seattle, London, Singapore, and Mumbai.






Leave a Response