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Our Industries

Financial Services

Data and AI powered experiences for financial services, built to perform

We help banks, insurers, and financial services providers turn customer and transaction signals into decision-grade intelligence that powers compliant acquisition, secure onboarding, and personalised journeys that lift conversion, value, and cost-to-serve.

ADA’s Impact on Financial Services

Financial institutions need to personalise at scale while meeting strict regulatory requirements. ADA combines identity, unified customer intelligence, AI agents, and secure data foundations to help you acquire, onboard, and retain customers with confidence. 

Rising acquisition costs, fragmented customer data, and compliance complexity are slowing digital growth. ADA helps financial institutions unify data, personalize at scale, and convert with confidenceall while meeting regulatory requirements. 

0 %
increase in first login activation (DBS)
0 %
reduction in cost per acquisition (OCBC Securities)
0 +
loan applications processed in one week (MBSB Bank)

We specialise in regulated industries

building compliant acquisition, secure onboarding, and personalised journeys with governance and audit trails built in 

Technology partners: 

  • Meta (WhatsApp Business)
  • Snowflake
  • Databricks
  • Salesforce
  • Google Cloud 

Our AI-driven approach to Financial Services transformation

Financial institutions need to acquire and retain customers profitably while meeting strict regulatory requirements. ADA combines identity verification, customer intelligence, conversational AI, and governed data foundations to help you personalise at scale with compliance built in. 

Identity

Multichannel authentication and telco-led KYC on one platform, verifying real users with carrier-grade signals for secure onboarding and transactions. 

Customer Data Platform

A unified, governed customer data foundation with identity resolution and regulatory traceability, powering every downstream journey. 

Customer Intelligence

Predictive models and real-time audiences for cross-sell propensity, churn prediction, and next best action, with transparent, auditable logic for regulated environments. 

Conversational AI

Compliant AI agents for onboarding, servicing, and collections that resolve needs, complete transactions, and escalate safely across WhatsApp, chat, and voice. 

Omnichannel Marketing

Compliant personalised broadcasts and value-based acquisition that connect media spend to funded accounts and approvals. 

Data & AI Foundation

A unified, AI-ready foundation for customer and transaction data with full lineage and access control, satisfying compliance and enabling activation. 

Our Products

Verify

Multichannel authentication and telco-led KYC on one platform, verifying real users with carrier-grade signals for secure onboarding and transactions.

Conversational AI: BMP & AI Studio

Enterprise WhatsApp messaging and the agent platform behind compliant onboarding, servicing, and collections journeys.

Audience Manager

Real-time, behavioural, and AI-scored segments streamed to every channel, with cross-sell and churn models built for regulated environments.

Active Content

Personalised content assembled at the moment of open, keeping every message current across email, WhatsApp, and push.

Verify

Multichannel authentication and telco-led KYC on one platform, verifying real users with carrier-grade signals for secure onboarding and transactions.

Conversational AI: BMP & AI Studio

Enterprise WhatsApp messaging and the agent platform behind compliant onboarding, servicing, and collections journeys.

Audience Manager

Real-time, behavioural, and AI-scored segments streamed to every channel, with cross-sell and churn models built for regulated environments.

Active Content

Personalised content assembled at the moment of open, keeping every message current across email, WhatsApp, and push.

Customer Stories

See all customer stories
How DBS Improved First Login by 84% with Compliant, Personalised Broadcasts 
Financial Services Singapore AI Experiences

How DBS Improved First Login by 84% with Compliant, Personalised Broadcasts 

Where every touchpoint earns trust, every interaction creates value, and every decision is powered by realtime insight.
See full story
0 %
First Login Increase
0 %
CAC Reduction
How MBSB Bank processed 75,000+ loan applications in one week
Financial Services Conversational AI

How MBSB Bank processed 75,000+ loan applications in one week

Where every touchpoint earns trust, every interaction creates value, and every decision is powered by realtime insight.
See full story
0 %
35% increase in repeat purchases
0 M
35% increase in repeat purchases
How OCBC Securities reduced acquisition costs by 61% with full-funnel AI optimization
Financial Services

How OCBC Securities reduced acquisition costs by 61% with full-funnel AI optimization

Where every touchpoint earns trust, every interaction creates value, and every decision is powered by realtime insight.
See full story
0 %
35% increase in repeat purchases
0 M
35% increase in repeat purchases
See all customer stories

See how ADA Can Transform your business

Talk to ADA’s financial services experts or book a tailored demo