Preemptify Engage is a unified customer-engagement OS for Banks, Lenders, Insurers, and Wealth Managers. Author segments, launch multi-channel campaigns, orchestrate journeys, and unify your customer data — all in one place, all AI-native.
10×
faster launches
+38%
campaign CTR
-27%
churn reduction
12
native channels
Three pillars · one platform
CRM
Client 360 · Deals · Tasks · Playbooks
CDP
Identity · Events · Scores · Consent
MarTech
Designer · Journeys · AI Studio · Analytics
Available as 8 module SKUs
BNK
Banking Engage
Retail + Corporate
LND
Lending Engage
Loans + Cards + LOS
INS
Insurance Engage
Life + Health + Motor
WTH
Wealth Engage
PMS + MF + AIF
Also as *AI* variants: Banking AI · Lending AI · Insurance AI · Wealth AI
Page 1 of 3
Preemptify Engage · Features
Page 2 · CRM + CDP
Pillar 01
Customer Relationship Manager
6 modules
Manage every client relationship end-to-end: pipeline · tasks · playbooks · Client 360 with AI-derived next-best-actions.
Unified Client 360
Complete customer view — timeline, deals, notes, tasks, journeys, campaigns, AI-derived scores — one drawer, one click.
Task & SLA Management
Priority-tagged tasks with SLA badges, overdue alerts, and per-lead threading — never miss a follow-up again.
Deal Pipeline Kanban
6-stage drag-and-drop pipeline (prospect → won) with weighted-forecast, avg deal size, and quarter WON counter.
Multi-Channel Playbooks
Multi-touch sequences (email → SMS → WhatsApp → call) with day-offsets, goals, and bulk lead enrolment.
AI Next-Best-Action
RM copilot recommends *what*, *which channel*, and *when* to reach out — per client, backed by GPT-4o.
Notes & @mentions
Threaded notes with @mentions, activity trail, and audit-friendly logs — team-collaboration built in.
Pillar 02
Customer Data Platform
6 modules
The single source of truth for every customer — identity-stitched, event-tracked, score-tagged, consent-governed.
Identity Resolution
Stitches email, phone, PAN, device fingerprints, and primary customer IDs across CRM / web SDK / mobile SDK / core banking.
Real-Time Event Stream
Every page-view, txn, KYC-step, app-open — captured, timestamped, and streamed live at 4s cadence.
Predictive Scores
Churn, LTV, Engagement, and per-channel Propensity scores for every profile — updated automatically.
Consent Center
GDPR / DPDP / CCPA-compliant 8-channel consent toggles with source, audit-trail, and enforcement across all sends.
Look-alike Modelling
Seed a segment, choose similarity, and the CDP generates a fresh audience using behavioural + demographic + txn embeddings.
Reverse-ETL Webhooks
Fan-out every ingested event to Snowflake, BigQuery, S3, Segment or your own receiver — filterable per event name.