For Financial Services

Secure, compliant customer journeys. Fully automated.

From policy quotes to claims, and retirement plans to credit offers, Deployteq brings policy, transaction and consent data into one intuitive platform, so every customer interaction feels trusted and personal, on the channel they prefer.

Book a demo

We know the challenges you’re facing

Financial marketers face unique hurdles: fragmented data, rigid rules, and audiences that tune out.

Your data is everywhere and hard to access

CRM records, core-banking systems, KYC tools and mobile apps seldom sync, forcing marketers to chase IT for every list or report.

Strict rules and tight boundaries

GDPR, PSD2 and sector-specific regulations leave zero room for error. Consent, profiling and storage policies define how and when you can talk to customers.

Engagement is a constant challenge

People think about insurance or banking only when they must; communications must work harder to earn attention and build trust.

Tailored to finance & insurance

Insurance Providers

Retail & Commercial Banks

Fintech & Wealth Platforms

Loan & Credit Providers

Automate onboarding, renewals and claims updates while controlling data access and messaging.

Deliver account notifications, payment alerts and personalised offers — all GDPR-aligned.

Segment by investment level, trigger secure lifecycle journeys, respect local regulations.

Send responsible reminders and upsell flows that protect customer privacy.

Features

Turn accounts into
relationships

Deployteq helps you retain customers, grow product adoption and maintain trust inside regulated environments.

Finance - real behaviour to personalise comm

Use real behaviour to personalise communication

From portfolio updates to policy offers, tailor every message to customer preferences and behaviours without exposing sensitive data.

Keep the lifecycle moving with real-time updates

Send secure notifications on portfolio performance, claim status or policy changes across email, SMS, WhatsApp and app push.

Re-engage customers with automated journeys

Trigger reminders after inactivity, encourage deposits or renewals, and keep customers engaged with compliant, consent-based flows.

From first quote to final renewal, Deployteq helps you deliver timely, compliant journeys that build trust and drive product adoption, without relying on IT.

Discover Platform

Simplify complex processes without compromising compliance

Deployteq turns critical updates, upsell flows and customer reminders into fully traceable, secure journeys, built for financial services teams.

Recover incomplete policy or loan applications

Follow up compliantly when a form is started but not submitted, with full consent tracking.

Upsell add-on coverage post-purchase

Promote extras like travel insurance or breakdown assistance only to eligible, opted-in clients.

Automate secure claim updates

Push real-time status alerts via encrypted SMS or WhatsApp to cut inbound calls.

Deliver responsible credit & loan reminders

Personalise timing and tone by repayment behaviour while staying aligned with consumer-credit rules.

Proven results from
leading brands

Read Cases

Centraal Beheer streamlined renewals and claims comms, improving customer-experience outcomes with fully compliant journeys.

Knab accelerated product adoption, onboarding 1,000+ freelancers via nurture programmes that built trust beyond basic promotions.

Achmea: “Deployteq lets us move data in real time and deliver the most relevant messages.”

Zilveren Kruis: “Intuitive and easy to use, we set up effective campaigns fast and prove ROI clearly.”

300+ integrations

Deployteq fits straight into your
secure stack

See all integrations

All-in-one solution for smarter marketing

Reach the right customers, on the right channels, at the right time. Explore some of the use cases our clients have successfully integrated into their strategies.

Creating better insurance journeys: Centraal Beheer’s approach

Learn how to shift from reactive to proactive engagement, creating smooth, time-efficient interactions that build …

Watch recording

Using Marketing Automation to Grow AOV in Finance

For finance brands, growing revenue isn’t just about acquiring new customers, it’s also about maximising the value of each …

Learn more

How marketing automation transforms finance brands

To stay ahead in the ever-evolving financial industry, you need to make smart, data-driven moves.

Read white paper

Upgrade every journey with Deployteq

Let’s create secure, compliant journeys your customers rely on.