Financial Services

Transforming financial
services brands, person-
by-person.

300 %

Email Opens

19 %

Email Clicks

37 %

Video Views

80 %

CTA Button Clicks

86 %

Conversions

5 x

Uplift

Personalised video combines video & data to deliver a better, more effective customer experience. Each video is unique to the individual, based on customer data.

Templates for driving FUM.

Chickpea create templates aligned with your brand.

Onboarding

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Cross Selling

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Customer Service

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Compliance

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Retention

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End of year recaps

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Renewals

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Special Occasions

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Product Launches

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Click below to find out more about our templates, including our pricing structure.

Benefits with Chickpea

Here is what you can look forward to…

Drive FUM

 

Personalised video has the ability to make every customer touch point magical.

Customer

Loyalty 

Personalised video has the ability to make every customer touch point magical.

Reduce

Costs 

Personalised video has the ability to make every customer touch point magical.

Compliance

Tasks 

Personalised video has the ability to make every customer touch point magical.

Improve

Admin Process 

Personalised video has the ability to make every customer touch point magical.

Data

Collection 

Personalised video has the ability to make every customer touch point magical.

Fullful

Consumer Duty 

Personalised video has the ability to make every customer touch point magical.

Who we help in financial services

01

Platforms

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02

Financial Advisors

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03

Banks

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04

Wealth Management

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05

Communication

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Ready to Make Every Interaction Count?

Join 500+ companies using Chickpea to turn data into lasting relationships.

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