Maximize customer engagement and retention with effective campaigns across all communication channels. Centralize the management of your customer service operations and reduce costs.
More than 480 financial institutions trust Zenvia to transform their customer experience.
We offer a complete solution that addresses demands such as:
Boost operational efficiency through automation in a stable and reliable solution.
Guaranteed protection with advanced encryption and ISO 27001 certification.
Be present on your customerâs preferred channel and speed up the resolution of any queries.
Leverage the power of AI and personalize your communications according to your customerâs needs.
Ensure the best possible experience for your financial institutionâs customers and create connected journeys, from attraction to support.
Send offers, credit cards, insurance, financing, consortia, and loans on a large scale, reaching more customers effectively.
Send offers, credit cards, insurance, financing, consortia, and loans on a large scale, reaching more customers effectively.
Re-engage customers with automatic recovery campaigns. Identify indecisive clients and send personalized reminders to encourage conversion.
Perform triage for credit analysis and financial score assessment, speeding up sales of payroll loans, renegotiations, consortia, and other financial solutions.
Automate redirection to websites, checkouts, hiring links, and other destinations, simplifying access and making it easier for customers to complete their processes.
Share shortened URLs for websites, checkouts, payment links, and service hiring directly within the conversation, simplifying access and navigation without interrupting the interaction.
Provide real-time support for your clientsâ inquiries through communication channels. Create tickets with automatic updates and track the progress of support cases.
Create and track tickets in real-time with automatic updates for resolving financial issues, help requests, and more!
Offer a dedicated channel to handle billing disputes, such as credit cards or bank accounts. Address customer concerns and prevent defaults or payment problems.
Zenvia Customer Cloud is ready to revolutionize experiences in the financial market.
Show that your company provides delightful experiences across all channels. Increase operational efficiency, reduce costs, and ensure security and loyalty with a fully integrated solution.
Ensure your message reaches the channel your customer uses the most. Zenvia is the only solution offering 6 channel options to create integrated journeys, from the first contact to post-sale support.
Create humanized chatbots, automate processes, and generate key insights to personalize your communication with Generative AI. Let your team focus on more complex demands while Zenvia Customer Cloud works for you.
Everything your company needs to improve results and delight customers in a single solution.
Connect your favorite platforms and enhance your operation's potential by ensuring greater agility, productivity, and a better experience for your customers.
âHere we really focus on customer retention. Since our partnership with Zenvia, our customer retention has significantly improved. Thatâs because we now have several agents talking to the same user at once, reducing response time.â
Guilherme Vieira Pott
Marketing Manager at Ăvel Investimentos
Read full case
Find out how Zenvia helps companies across different sectors.
Yes. Zenviaâs infrastructure complies with BACEN Resolution 4,658/2018 and the update introduced by Resolution 4,893/2021.
The contract includes audit clauses, a business continuity plan, incident notification within 24 hours, logical data segregation, and inspection rights. The package meets the due diligence requirements of Risk and Compliance departments of banks and institutions authorized by the Central Bank of Brazil.
Yes. As an official Meta partner, Zenvia offers Meta Authentication Templates, a message category created for verification code delivery (OTP/2FA) with dedicated pricing and optimized SLA.
The service includes standard Authentication, Authentication-International, and automatic SMS fallback when the recipient does not have an active WhatsApp account. Coverage is complete, with a lower total cost compared to 100% SMS operations.
Yes. Zenvia integrates with Open Finance Brazil APIs (Phase 2 data sharing and Phase 3 payment initiation) and participant directories.
This allows post-consent campaigns, customer notifications about pre-approved offers based on shared data, opt-in capture through WhatsApp, and disbursement workflows. Consent and revocation tracking is compliant with Joint Resolution BCB/CMN 1/2020.
More than 480 financial institutions use Zenvia, including digital and traditional banks, card and lending fintechs, credit unions, payment providers, finance companies, and acquirers.
Public case studies include Ăvel Investimentos and other industry players available in the case studies section.
Yes. Zenvia holds ISO 27001 certification (Information Security Management System), a standard DPA reviewed by banking law firms, configurable retention policies, logical client segregation, encryption in transit, role-based access control, and audit trails.
The package meets the Operational Risk, Compliance, DPO, and Information Security requirements of banks and fintechs.
