Solutions · Fintech & BFSI

Every journey per account. Every send with a reason.

Financial products run many parallel relationships with one person: a card, a loan, an investment plan. Edverix runs contextual journeys per product, keeps PII masked and tokenised, archives every message, and answers the regulator's question of why a specific person received a specific message with a delivery log, not a shrug.

Request a demoGet started free
catalog / events7 tracked
  • kyc_started
  • kyc_document_uploaded
  • kyc_verified
  • application_submitted
  • emi_due
  • payment_received
  • card_activated

What we track

7 events
kyc_started
The verification flow opened.
kyc_document_uploaded
An identity document submitted.
kyc_verified
Verification passed.
application_submitted
A product application sent for decision.
emi_due
An instalment falls due, from your core system.
payment_received
An instalment or bill paid.
card_activated
A shipped card activated by the customer.

Automation

The moments, and what runs at each one.

Each play is a trigger on your own events, an action through your own providers, and a number you can hold it to.

KYC drop-off

  1. Trigger

    kyc_started with no kyc_document_uploaded within one hour

  2. Action

    WhatsApp with a secure resume link; branch on document type rejected

  3. Proof

    KYC completion rate by step and reason

Application abandoned

  1. Trigger

    application_submitted missing, form_step_viewed at step three

  2. Action

    Transactional email with the saved application and required documents listed

  3. Proof

    Submission rate against control

Repayment reminders

  1. Trigger

    emi_due from your core system, contextual to the loan id

  2. Action

    SMS seven days before, push two days before, exit on payment_received for that loan only

  3. Proof

    On-time payment rate by reminder path

Card activation

  1. Trigger

    card_shipped with no card_activated within five days

  2. Action

    In-app primer with activation flow; RCS card with steps

  3. Proof

    Activation rate and days to activate

Cross-sell with governance

  1. Trigger

    Segment: verified, active, no investment product, universal holdout excluded

  2. Action

    Maker-checker approved campaign with a compliance-reviewed template and a blast-radius ceiling

  3. Proof

    Incremental product adoption against holdout

Reports

Reports this vertical lives on.

Every report runs on the raw events, and any report becomes an audience in one click.

KYC funnel by document type

Where verification fails and why.

Delivery log by regulation

Every send with reason, exportable for audit.

Contextual journey stats per product

Per-node flow for each loan or policy.

Consent and reachability coverage

How many verified customers can be reached, per channel.

Channels that carry the weight

  • SMS
  • WhatsApp
  • Email
  • RCS
  • In-app

Platform

Modules that matter here.

The whole platform is available on every plan. These are the parts this vertical leans on first.

Security, Compliance & Platform

Multi-tenant isolation, roles that match your org chart, SSO and SCIM, PII masking, encryption with your keys, residency and audit.

Security

Delivery Governance

Frequency caps, quiet hours, suppression, send-rate throttling, a blast-radius ceiling and a delivery log that explains every miss.

Governance

Journey Orchestration

Triggers, waits, branches, goals and channel actions on a visual canvas, with per-node stats, versioning and a 30-day replay.

Journeys

Customer Profiles & Identity

Anonymous history is stitched onto the known user at login, with computed attributes, reachability and a full event timeline.

Customer profiles

FAQ

Questions from Fintech & BFSI teams.

Anything not answered here is a demo call away.

Request a demo
Can we run Edverix inside our own cloud?

Yes. The self-hosted deployment is the same platform, in your account and region, with bring-your-own-key encryption.

How is SMS regulation in India handled?

DLT template registration, TRAI call-to-action whitelisting and PE-TM chain binding are configured per sender, and a send that does not match an approved template is refused before it reaches the gateway.

More industries

PreviousMarketplaces & On-demandNextEdTech & Learning

Get started

See Fintech & BFSI plays on your own events.

Send your first event in an hour, simulate your first journey against real history, and keep every byte of it in a database you can query.

Request a demoGet started free
  • No credit card for the Developer plan
  • Bring your own providers
  • Export everything, any time