Now serving all 77 districts of Nepal — IVR, Bulk SMS & WhatsApp API on one platform. Get started at Rs. 1,499→

Telvanta
FOR FINANCIAL SERVICES

Stronger Relationships.
Smarter Engagement.
Better Outcomes.

Telvanta.ai helps banks, NBFCs, fintechs and insurers engage customers across every channel—personalized, timely and secure at every touchpoint.

One customer profile driving a personalized offer, a balance alert and a renewal reminder across WhatsApp, email and in-app.

The impact you can achieve

Increase Customer LoyaltyBuild stronger relationships and improve customer lifetime value.
Higher Product AdoptionPromote relevant products and cross-sell/up-sell effectively.
Reduce ChurnProactively engage and retain at-risk customers.
Better Response RatesPersonalized, timely messages drive higher engagement.
Lower Cost to ServeAutomate communications and reduce operational costs.
Compliant & SecureEnsure regulatory compliance and data security at scale.

Key Results for Financial Services

2.6xHigher Engagement Rate
50%+Increase in Product Cross-sell
35%Reduction in Customer Churn
60%Lower Cost of Communication
90%+Message Delivery Rate
40%Improvement in Response Time

*Based on Telvanta.ai customer data

Omnichannel Engagement

Engage customers on their preferred channels—WhatsApp, SMS, Email, Voice, In-App and more.

Personalized Communication

Deliver relevant offers, alerts and updates based on customer behavior and profile.

Timely & Proactive

Reach out at the right time with reminders, alerts and life-stage messages.

Secure & Compliant

Bank-grade security with DND, consent management and audit-ready logs.

Data-Driven Insights

Measure engagement, track performance and improve continuously.

Automation at Scale

Automate campaigns and conversations to save time and reduce costs.

How Customer Engagement Works

Understand & Segment

Segment customers based on behavior, value, products, life stage & more.

Craft & Personalize

Create personalized messages and offers using templates and dynamic data.

Choose Channel & Timing

Select the best channel and optimal time to reach your customers.

Automate & Send

Automate journeys or send instantly across multiple channels.

Engage & Convert

Customers engage, take action and build stronger relationships with your brand.

Analyze & Optimize

Track performance, measure ROI and optimize engagement continuously.

Popular Use Cases

Account Alerts

Balance alerts, low balance notifications, transaction updates.

EMI & Payment Reminders

Remind customers about EMI due dates, credit card bills and payments.

Product & Offer Campaigns

Promote loans, cards, savings accounts and investment products.

Onboarding & Welcome

Welcome new customers and guide them through next steps.

KYC & Document Updates

Request and update KYC documents and profile information.

Customer Feedback & NPS

Collect feedback, ratings and reviews to improve customer experience.

Policy & Renewal Reminders

Send insurance renewal, premium due and policy expiry reminders.

Financial Education

Share tips, insights and financial wellness content regularly.

Engagement Analytics Overview

Messages Sent28.5M28% vs last 30 days
Delivery Rate98.6%2.1% vs last 30 days
Engagement Rate36.4%18% vs last 30 days
Conversion Rate12.7%16% vs last 30 days
Response Rate24.3%15% vs last 30 days
Churn Reduction35%9% vs last 30 days

Engagement Over Time

3M2M1M0
May 5May 12May 19May 26Jun 2

Channel Performance

WhatsApp45%
SMS25%
Email15%
Voice Call10%
In-App5%

Top Campaigns

EMI Reminder4.8M
Product Offer3.6M
Account Alerts3.2M
Policy Renewal2.6M
Welcome Series1.9M

Telvanta.ai has transformed the way we engage with our customers. Our open rates are higher, and our customers feel more informed and valued at every touchpoint.

Anil SharmaHead of Digital BankingPrime Capital Bank

Seamlessly Integrates With Your Systems

salesforceMicrosoft 365TemenosFinacleSAPfreshdeskand more

Frequently Asked Questions

Ready to elevate customer engagement?

Connect every conversation. Build lasting relationships. Drive growth.

or