Passport to Customer.io Demo: Fintech Edition

FinTech onboarding is a critical moment for building customer trust, but drop-off during KYC and before a first deposit can make it difficult to turn new users into active customers. In this Customer.io demo webinar, see how behavioral data, personalized messaging, multi-channel journeys, and AI can help FinTech teams create more relevant onboarding experiences. Using a fictional FinTech company, Lumio, the team builds an onboarding and KYC journey in Customer.io designed to respond to what each customer actually does, from starting an application and completing identity verification to getting approved and making their first deposit. In this demo, you'll see how to: ✦ Build customer profiles using attributes, behavioral events, and messaging engagement data ✦ Create data-driven customer segments manually or with Customer.io's AI agent ✦ Trigger automated journeys based on customer behavior, including when an application is started ✦ Coordinate email, in-app, push, SMS, and WhatsApp within a single customer journey ✦ Use wait conditions to respond differently depending on whether a customer has started or completed KYC ✦ Personalize messages using customer attributes, account information, and conditional content ✦ Guide approved customers toward key actions like making their first deposit ✦ Set journey goals to measure KYC completion, deposits, conversions, and where customers get stuck ✦ Use LLM Actions to generate personalized content, enrich profiles, make recommendations, and inform decisions like when to send a message The session also explores how AI can take personalization beyond message content. By giving LLM Actions access to relevant customer attributes and recent event data, teams can generate content and make decisions such as recommending send times based on real customer behavior. The webinar wraps with a Q&A covering data privacy, PII and compliance considerations for FinTech teams, plus additional ways AI can personalize content, triggers, and customer journeys. The goal isn't simply to automate more messages. It's to use customer data and behavior to create meaningful, one-to-one experiences that build trust and help customers move through onboarding, KYC, approval, and activation.