Engage Hub

PIMFA WealthTech Member Directory

About Engage Hub

We have over 30 years experience in delivering journey orchestration and cross-channel communications for some of the world’s most successful brands across financial services, energy and utilities, telecoms, retail and logistics sectors.

Our product and services have been recognised by Forrester, a leading market research and advisory firm, in the Journey Orchestration Wave, Real-Time Interaction Management, Cross-Channel Campaign Management and Mobile Engagement Automation independent reports.

Our platform allows clients to create, automate and visualise a single view of key data across disparate systems, without the need to replace your existing infrastructure.

With Engage Hub, you can treat your customers as individuals by confidently automating their journeys and engagements – cost-effectively and at scale.

Alongside our product and services, we have dedicated teams that are there to assist you at any point. Our team will work with you to make sure our solutions meet your unique KPIs and needs but also help you improve your customers experience while reducing costs, pain points and much more.

Market Products and Solutions:

– Customer Journey Orchestration

With Engage Hub’s journey orchestration product Customer Journey Tracker, organisations can map, visualise, automate and optimise interactions in real-time to meet customers’ unique needs. They can also make evidence-based improvements that drive customer retention, deliver a provable return on investment and improve operational efficiency.

Customer journeys are rarely linear. They’re not pre-planned either, with people spontaneously choosing touchpoints based on what is convenient for them at any given moment. But with journey orchestration you can stay one step ahead.

– Contact Centre Automation

Provide solutions before, during and after interactions to optimise your contact centre and drive significant cost savings, increase operational efficiency through call deflection while simultaneously improving the customer experience.

Engage Hub’s contact centre optimisation solutions suite enable agents to spend less time on low-value interactions – saving their time and expertise for interactions of high value, for both your business and the customer.

– RegSolv

Connect, automate and track Regulatory change management requirements by using our flexible service that streamlines compliance processes helping mitigate risks and protect stakeholders.

Relevance to the Wealth Sector:

Engage Hub have established relationships with Financial Services organizations in multiple jurisdictions. We work with these firms to support them on their digital transformation journeys. This includes Wealth divisions or companies.

Wealth firms are going through massive change driven by emerging technologies like AI and sophisticated end to end platforms. Customer expectations are evolving and need for different advice options, relevant and timely content and seamless onboarding are expected.

This is where Engage Hub comes in. We have expertise in key areas that support the Wealth journey and firms move from legacy and cumbersome to integrated and market leading.

For example

Intent Capture (Data capture for customer journey design), Marketing automation (Customer nurturing through content), Auto activation (Automate the onboarding process), Customer journey tracker (See customer interactions in real-time), AI powered chat bots (Revolutionize customer service), Consent management (Manage customer opt-in and consent preferences) and RegSolv (Connect, automate and track regulatory changes).





We want to showcase the best in wealth technologies and the value of innovation to the Wealth sector. Sign-up is simple and straightforward and by creating a company profile we can start promoting your business, insights and expertise to the industry today.