EasySend for Financial Services
Turn paperwork into an engagement opportunity,
deliver outstanding customer experience and drive revenue growth
EasySend for Financial Institutions
Turn paperwork into an engagement opportunity, deliver outstanding customer experience and drive revenue growth
Move quickly,
adapt rapidly
Build and integrate any customer-facing process lightning fast with templates and back-end integrations purpose-built built for insurance. Make changes to easily and quickly as business requirements and customer preferences change.
Move quickly,
Build and integrate any customer-facing process lightning fast with templates and back-end integrations purpose-built built for insurance. Make changes to easily and quickly as business requirements and customer preferences change.


Offer outstanding
customer experience
Consumers expect personalized, self-directed interactions with companies via any device at any hour, just as much as they do with online retail leaders like Amazon. EasySend helps insurance carriers reach this expectation.
Offer outstanding


Consumers expect personalized, self-directed interactions with companies via any device at any hour, just as much as they do with online retail leaders like Amazon. EasySend helps insurance carriers reach this expectation.
Financial services use cases
Financial services use cases
- Digital mortgage
- Digital loans
- Personal detail updates
- Onboarding
- Customer service
Boost revenue growth
Quickly shift to personalized mobile and online channels and drive conversions. Deliver maximum value with minimum friction by tapping into EasySend’s advanced optimization and personalization capabilities.


Boost revenue growth


Quickly shift to personalized mobile and online channels and drive conversions. Deliver maximum value with minimum friction by tapping into EasySend’s advanced optimization and personalization capabilities.


Fully digital customer data collection
Speed up back-office processing and significantly reduce error rates, inbound inquiries, and customer frustration by replacing paper, PDFs and legacy code with user-friendly digital experiences.
Fully digital customer data collection


Speed up back-office processing and significantly reduce error rates, inbound inquiries, and customer frustration by replacing paper, PDFs and legacy code with user-friendly digital experiences.
See why industry leaders choose EasySend
Deliver better service


Liat Straus, SVP Customer Service
Clal Insurance
“With EasySend we built a thriving ecosystem that supports multichannel and frictionless experience for the end-user. We can move fast, reduce friction quickly and optimize the customer experience on an ongoing basis without waiting for IT involvement.” they are a great partner they are a great partner they are a great partner they are a great partner they are a great partner they are a great partner they are a great partner they are a great partner they are a great partner
Accelerate innovation


Tzippi Zalmanovich, CEO
Halman Aldubi Portfolio Managment
“To beat the competition, we need to be agile. With EasySend we have a powerful engine to move faster on the digital front and deliver innovative digital applications quickly and at scale. EasySend digital journeys that are integrated with Salesforce CRM out of the box, empowering our customer service, improving customer experience and boosting the bottom line” they a great partner they a great partner they a great partner
Agile. No-code. Enterprise-grade.
Discover how it works.