Playbook™ Financial - Playbasis

PLAYBOOK™ Financial

Increase engagement, reduce churn and get to know your account holders, with Playbasis.

Transform your relationship with your customers

Playbook brings you advanced, mobile first, engagement and management features that enable right time, right place messaging. Points and rewards provide a layer of fun, and effective incentives

Goals, targets, missions and badges. It's more than just a game. Playbook delivers serious fun, intelligently.

Games can motivate customers to learn, act, save, transact and more. Smarter credit utilisation choices, shifting to electronic payments, understanding investment options. Whatever it is, with Playbook you can deliver a comprehensive program suited to your account holders.

Use case

Personal Finance

Playbook can help you to better serve your customers' every day financial needs. Demonstrate features, educate your customers and create a more financially-savvy customer-base who better utilise your portfolio of services

Investing

Teach key investment concepts, explain different types of investment vehicles, and reward good investment behaviour. Playbook for Investment delivers this and more

Payment

The Playbasis Act-Play-Win loop is perfectly suited to encouraging new payment behaviour. This means that with your Playbook deployed, you'll soon see huge shifts in the right direction, and fundamentally change your business performance.

Credit & Lending

Encourage responsible credit usage and show the benefit of staying on track with payments to maintain a healthy credit rating. Playbasis offer games that help with these concepts and more, to grow and manage your credit portfolio and customer engagement.

Supporting Features

Application walkthroughs

Application walkthroughs

Location aware

Location aware

Games and quizzes

Games and quizzes

Daily engagement

Daily engagement

Push notifictions

Push notifictions

Badges and leaderboards

Badges and leaderboards

Referral programs

Referral programs

Friends/contacts integration

Friends/contacts integration

LEVEL UP WITH PLAYBASIS

We make gamification technology accessible to businesses so that they can motivate, reward, and engage their constituents. We think gamification is important because when you can reframe a business problem into a game, you can create amazing outcomes.

Playbook™ insurancePlaybasis Plugin