AI-Powered Community Engagement for Financial Services
Give teams and customers one secure, branded app that increases trust, strengthens communication, and drives revenue across every product line.
Used by the world's leading companies
Disconnection slows service, increases risk, and weakens customer confidence
Fragmented systems damage trust
Advisors, frontline staff, product teams, and operations all work across different tools. When information clashes or updates arrive late, confidence falls and mistakes increase.
Slow comms reduce revenue opportunities
Product changes, compliance updates, and customer requests get stuck in inboxes. Advisors lose time, customers lose patience, and cross-sell opportunities slip through the cracks.
Regulatory pressure keeps rising
Firms must meet Consumer Duty expectations for clarity, support, and fair value. Without strong digital communication trails, risk grows across every product.
Putting engagement at the heart of your Financial Services
Engage brings colleagues and customers together in one mobile-first platform that keeps communication clear, learning accessible, and service journeys simple to follow. Information moves smoothly across both lifecycles so support feels more responsive, and teams across branches and offices stay aligned through a single, connected experience.
Colleague Engagement For
HR, People, Internal Comms, Operations, Branch Managers, Advisors
Mobile Workplace Hub
One app for updates, knowledge, compliance content, and support across branches, call centres, and hybrid teams.
Branch & Team-Based Groups
Connect advisors, product teams, branch staff, and operations through groups that reduce duplication and improve insight sharing.
Training & Micro-Learning
Deliver short lessons on new products, regulatory changes, service guidance, fraud awareness, and customer interaction.
Feedback & Insights
Pulse surveys and engagement trends reveal pressure points, customer frustrations, and opportunities for improvement.
Recognition & Culture
Highlight strong service, sales achievements, compliance excellence, and customer praise to build a motivating culture.
Targeted Comms
Send the right product, compliance, or operational update to the right team, supported by Appi AI timing recommendations.
Empower your teams,
support stronger performance
72
Faster access to frontline knowledge
Colleagues can quickly find the information they need to handle applications and customer queries.
31%
Improvement in completing internal compliance tasks
Mandatory reads, attestations, and micro-learning help teams stay compliant without heavy admin.
27%
Higher productivity across advisor teams
Clearer communication and better workflows help advisors complete tasks faster and reduce unnecessary internal steps.
Customer Engagement For
CX, Operations, Wealth, Lending, Digital, Contact Centres
Account & Product Updates
Give customers real-time updates on applications, approvals, documents, and next steps without long waiting times.
Mobile Access To Self-Serve Support
Customers can access statements, transactions, FAQs, guides, and product details in one place.
Secure Chat With Advisors
Enable direct communication for faster clarification, fewer follow-up calls, and better relationship building.
Education & Financial Wellbeing
Share helpful content on budgeting, mortgages, savings, protection, investments, or financial literacy.
Feedback & Insight Loops
Capture customer sentiment at key lifecycle stages — onboarding, applications, service moments, and renewals.
Customer Communities
Create groups for segments, product areas, loyalty tiers, or member clubs to build belonging and advocacy.
Better communication,
stronger trust
34%
Higher application completion
Customers stay informed and confident through clearer updates and helpful guidance.
+13
NPS improvement
Proactive communication and easier support deepen trust in the provider.
26%
Reduction in inbound queries
Real-time notifications and self-serve tools reduce pressure on contact centres.
Anna-Maria Tsili
Head of HR & Talent at itsu
How Engage Helped itsu Reach Its Deskless Workforce
"The ability to segment communication has been a complete game-changer. Everyone sees information that’s genuinely relevant to them, making updates feel more personalised and far more effective."
Challenge
With only around 110 of its 1,300 employees working at desks, its internal comms team needed a better way to reach everyone else.
Solution
Working with Engage, itsu launched its’us, a mobile-first app designed to reflect itsu’s brand, values and vibrant culture.
Claire Leake
Chief People Officer at National Care Group Limited
National Care Group: Transforming Engagement with Engage
“Engage has transformed how we reach our frontline teams. Being able to communicate in real time has played a huge role in reducing turnover from 41% to under 24%.”
Challenge
NCG faced significant challenges in communication and colleague retention. An annual turnover rate of 31.5% created instability within the workforce, making it difficult to provide consistent, high-quality care.
Solution
Engage brought all communication into one accessible platform, giving colleagues a central place to receive updates, view policies, and share feedback instantly. By connecting teams across hundreds of locations, the app has created a more inclusive, efficient and responsive way of working.
Chris Boyle
Head of AfterAthena and Employment at Napthens
North West based law firm Napthens launches community app with Engage
“Engage strengthens our relationships and positions us as trusted advisers. By keeping clients informed with the latest legal updates and documents, we’ve achieved a retention rate of around 96%.”
Challenge
AfterAthena needed to move beyond traditional, transactional communication. Clients lacked a single place to access documents or updates, and email processes slowed everything down. They wanted a modern way to build a stronger client community and improve access to essential information.
Solution
AfterAthena launched a single platform that brings their client community together. Clients can access documents, updates and guidance in one place, with integrated systems and real-time messaging making communication smoother and more connected.
Trusted by leading enterprise with their people, data, and communities.
Engage is ISO 27001 and ISO 9001 certified, combining enterprise-grade security with GDPR compliance and full data encryption. Single sign-on (SSO), SCIM provisioning, and role-based permissions protect every user and workflow, while audit logs and data residency options give IT complete visibility and control.
Frequently asked questions
Do we need to use both colleague and customer communities?
No. You can either opt to run colleague and customer communities in one branded app with strict audience controls, or start with one and add the other later.
How does Engage support secure client communication and document delivery?
Engage provides a branded, secure client portal where financial organisations can share statements, policy documents, investment updates, and service communications without relying on email. All documents are encrypted, access-controlled, and managed through a unified CMS to ensure accuracy, version control, and a complete audit trail.
Is Engage compliant with financial-services security and regulatory standards?
Yes. Engage is built on enterprise-grade security, including ISO 27001 certification, GDPR compliance, encrypted data flows, and robust permissioning. These controls support financial institutions’ obligations around confidentiality, data governance, and regulated communications across both colleague and customer environments.
Can Engage integrate with our CRM, policy administration, or investment platforms?
Absolutely. Engage acts as a digital front door, securely connecting to your existing systems via API, SSO, and automated user provisioning. Real-time data - such as account updates, valuations, claims progress, or policy information - can be surfaced directly in the customer portal or colleague interface to reduce friction and improve service responsiveness.
Who controls access to sensitive financial information within Engage?
Your organisation retains full control. Engage uses granular permissions, segmented Spaces, and secure Personas to ensure only authorised colleagues and customers can access specific content or data. This is especially important in financial services, where regulated products, advice journeys, and client portfolios all require clear governance.
How does Engage help reduce email dependence across financial services teams?
Engage centralises communication through targeted messaging, notifications, chat, and content feeds. By moving updates, documents, and customer interactions into one secure platform, financial institutions reduce inbox overload, decrease operational risk, and improve oversight of regulated communications.