Engagement Platform for FinTech & Financial Services

Turn every customer into a loyal advocate, repeat buyer, and referral source— optimized for today’s digital-first financial ecosystem.

Automate Onboarding. Boost Retention. Increase Customer Lifetime Value. Ambassador helps FinTech and financial service brands deliver personalized journeys, reward real behaviors, and drive trust-based growth—without custom builds or bloated legacy systems.

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An award-winning platform. Loved by customers

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FinTech and Financial Service Brands Trust Ambassador

Results that speak for themselves
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30
%
 
lift in digital product engagement
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7
x
 
ROI from reward-triggered behaviors
 
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50
%
 
faster time-to-launch for loyalty and referral programs
 
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42
%
 
reduction in churn within the first 90 days
 

Whatever your role is, we've got you covered

Our platform is designed to help every team in your organization drive results

Marketing Leaders: Own the funnel with personalized, automated engagement.

Own the full funnel with personalized referral journeys and conversion-boosting incentives—all in one place.

  • Behavior-Based Campaigns
  • Triggered Reward Flows
  • Multichannel Touchpoints
  • Dynamic Segmentation
  • No-Code Activation
Learn More

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Product Teams: Experiment faster, launch smarter.

Build no-code customer journeys that respond to real-time behaviors and test what drives the best outcomes.

  • Plan Upgrade Incentives
  • Loyalty & Referral Synergy
  • In-App Triggered Actions
  • Predictive Analytics
  • API & Webhook Flexibility
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Customer Experience Pros: Turn feedback into advocacy.

With Hiro, our AI companion, gather insights post-purchase or post-support, and reward loyalty with meaningful engagement.

  • Hiro AI Feedback Prompts
  • Personalized Outreach
  • Post-Purchase Journeys
  • Tiered Engagement Levels
  • Advocacy-Based Rewards
Learn More

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IT / Ops: Secure, Scalable, and Seamlessly Integrated

Give your teams powerful tools without sacrificing security, control, or performance.

Ambassador is built to make IT’s life easier: robust permission controls, GDPR/CCPA compliance, and integrations that won’t break things. Monitor usage, manage roles across teams, and ensure safe scaling without ballooning your tech stack.

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Finance and Procurement: See clear ROI and control budgets.

Track performance by program and channel, and align incentives with cost-effective customer growth.

  • ROI Tracking
  • Budget Controls
  • Incentive Management
  • Performance Dashboards
  • Cost per Conversion
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Sales Teams: Warm leads and human-first interactions.

Use behavioral triggers and referral incentives to shorten sales cycles and drive high-intent traffic.

  • Embedded Referral Flows
  • Trigger-Based Nurture
  • Warm Lead Signals
  • Trigger-Based Outreach
  • Real-Time Alerts
Learn More

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Automate Onboarding. Boost Retention.
Increase Customer Lifetime Value.
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Referral Marketing

Turn satisfied customers into your strongest acquisition channel.

Referral programs convert 3x better—and with Ambassador, you can launch and scale one without any custom code. Reward account holders for referring friends, family, or business contacts with tiered incentives, personalized links, and real-time tracking.

Loyalty (Customer Advocacy)

Turn your users into your most powerful growth engine.

Recognize actions that show loyalty—repeat logins, product usage, referrals—and reward them in real-time. Build stronger relationships with personalized incentives and gamified engagement.
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Incentives & Upsells

Drive value from your existing customer base.

Offer targeted incentives that boost deposits, increase credit usage, or drive premium subscriptions. Ambassador helps you automate and optimize each step in the conversion funnel.

FlowBuilder

Empower your team to build, test, and launch without engineering.

Our drag-and-drop Flow Builder puts marketing, CX, and product teams in control. Trigger personalized touchpoints based on events, segments, or even feedback—and adjust them in real-time, with no dev tickets required.
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Hiro: AI Feedback Bot

Let your AI co-pilot gather insights, reduce churn, and boost loyalty.

Hiro, our friendly AI assistant, checks in with customers post-purchase, post-service, or mid-journey. It asks the right questions, tags sentiment, and brings actionable feedback back to your dashboard so you can continuously optimize every experience.

Integrations

Plug Ambassador into your tech stack and launch in days, not weeks.

Connect with Salesforce, Shopify, HubSpot, Klaviyo, and more. Whether you’re syncing contacts, tracking revenue, or triggering campaigns, integration is seamless—because we built it that way.
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Communication Co-Pilot

Automate Conversations That Convert

Engage customers at the perfect moment—without lifting a finger. Communication Co-Pilot delivers personalized, behavior-based messages across email, WhatsApp, and other platforms, helping you drive action, gather feedback, and scale engagement with ease.

Enterprise-Grade Compliance

Customer engagement only works when customers trust you.

Ambassador is fully GDPR, SOC2/Type II, US Data Privacy, and CCPA compliant with enterprise-grade security baked in. From consent management to data access controls, your programs stay compliant—and your customers stay confident.
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Choose Your Plan
Referral
Referral + Advocacy
For Fast-Growing Brands

Growth

All the basics for your first custom-branded referral experience.

Starting at $300/month*

Growth

All the basics for your first custom-branded referral experience.​

Starting at $300/month*

See it in Action
See it in Action
For Fast-Growing Brands

Pro

Custom features and integrations while your business grows.

Starting at $500/month*

Pro

More custom features and integrations while your business grows.

Starting at $600/month*

Talk to an Expert
Talk to an Expert

Established & Enterprise

Enterprise

Concierge success and support paired with enterprise-level security.

Established & Enterprise

Enterprise

Concierge success and support paired with enterprise-level security.​

Get a Custom Quote
Get a Custom Quote

Free resources,
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