Build Trust, Drive Activation
Personalize financial product recommendations, account alerts, and transaction updates to build lasting customer relationships.
How it's works
From Signup to Activated Customer
Automate compliance-friendly communications that build trust and drive product adoption at every stage.
Map Your Activation Journey
Describe your financial product and customer goals. Greta plans the full activation flow.
- Identify key onboarding steps: KYC, funding, first transaction.
- Greta builds automated nudges for each milestone automatically.
Automate Account Communications
Generate personalised alerts, statements, and product updates that keep users informed.
- Transaction alerts, balance updates, and product tips triggered in real time.
- Every message is clear, compliant, and on-brand.
Personalise Product Recommendations
Match each customer with the right financial product based on their behaviour and profile.
- Serve loan, investment, or insurance offers based on real customer data.
- Increase cross-sell revenue without hard-selling.
Retain and Re-engage
Automatically identify dormant accounts and bring them back with targeted campaigns.
- Reactivation flows trigger when accounts go inactive.
- Track retention metrics and optimise campaigns in real time.
Platform
Marketing Built for Fintech
Automate trust-building communications and personalised product journeys at scale.
Onboarding and KYC Flows
Guide customers through account setup and verification with automated, step-by-step nudges.
Real-Time Account Alerts
Send instant, personalised transaction and balance alerts that keep customers informed and engaged.
Financial Product Matching
Recommend the right products — loans, cards, investments — based on each customer's profile and behaviour.
Dormant Account Recovery
Automatically identify and re-engage inactive accounts with targeted reactivation campaigns.
Compliance-ready Templates
Use pre-built, compliance-friendly message templates designed specifically for financial services.
Explore More
Explore More Industries
Greta adapts to every industry. See how it helps other marketers achieve results.
FAQ
Got more questions?
Everything you need to know before automating your fintech marketing with Greta.
Yes. Greta builds step-by-step onboarding flows that guide customers through verification and account setup automatically.
Greta tracks activation rates, product adoption, and retention metrics so you can see exactly how your campaigns are moving the needle.
Build Something Real
If you can describe it, you can build it.