Geojit Financial Services Opts for MoEngage to Transform Customer Engagement
By Dominic Sow · 12 October 2025
Geojit Financial Services, a leading investment services company, has onboarded MoEngage, a leading Customer Data and Engagement Platform (CDEP), to supercharge customer engagement. This collaboration marks a significant step for Geojit in modernizing its Martech infrastructure. The brand wanted to move to an agile and AI-powered platform designed for superior customer experiences.
The primary reason for this shift was MoEngage’s state-of-the-art engagement capabilities. This move streamlined tasks and significantly increased the brand's operational efficiency. The transition also led to the brand gathering a much deeper understanding of its customers and consequently seamlessly personalizing customer experiences at scale.
In addition to that, Geojit strategically aimed to evolve its engagement approach from a single-channel to a multi-channel framework, aiming to deliver the right message through the right channel at the right time. The brand, therefore, sought a more intuitive and agile platform to empower its marketing team in achieving these objectives.
MoEngage won over Geojit with its robust capabilities, user-friendly interface, and a proven track record of delivering quick time-to-value. With the agile CDEP by its side, Geojit aims to:
- Gain a 360-Degree Customer View: Using MoEngage’s object-level data architecture to enable Geojit to effectively consume its complex internal customer data structure, which often involves users with multiple account types. Thus, helping the brand build a comprehensive and unified 360-degree view of each customer.
- Achieve Deeper Customer Insights: Using MoEngage's advanced analytics to build comprehensive funnels and user paths, track drop-off and conversion rates, and conduct in-depth funnel analysis for improved campaign performance.
- Enhance Operational Efficiency: Rigorously reduce campaign setup time to enable faster go-to-market strategies and greater agility for the marketing team. A campaign setup timeline of less than 2 days with MoEngage!
- Empower Marketing Independence: Provide the marketing team with an intuitive interface, reducing their reliance on technical teams and allowing them to execute customer engagement strategies more independently and efficiently.
- Personalize at Scale with Auxiliary Data: Using MoEngage's Auxiliary Data feature to allow for temporary, controlled storage of data for personalization while adhering to strict compliance standards. This feature allows for the sending of personalized regulatory emails with sensitive depository account details (like DP ID, Client ID, AMC Cost, Due Date) to address critical regulatory requirements.
- Streamline Regulatory Compliance: Utilize MoEngage’s message archival feature to store copies of individual email communications, meeting regulatory audit requirements for historical data retrieval.
- Leverage AI for Smarter Journeys: Implement AI-powered flows for onboarding and reactivation campaigns to minimize drop-offs and drive additional conversions, optimizing the customer journey based on insights.