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Financial Services

Location is a missing trigger in your engagement stack.

GeoNest turns a branch visit or a nearby ATM into a timed follow-up — an engagement signal, not a fraud or compliance decision.

Illustrative mockup of a Financial Services push notification firing as a device enters the store's geofence, showing the map, the fence radius, and the resulting alert

Trusted by agile startups and fast-scaling brands

Use cases

Everything a financial services fence can trigger.

Enter, dwell, and exit mean something specific here — this is what that looks like in practice.

SMS · JUST NOW
We see you've arrived
A representative will be with you shortly.
Triggered by: enter

Enter

Appointment arrival confirmation

Entry into the branch fence can confirm a scheduled appointment arrival, giving staff a heads-up without a manual check-in.

EnterSMS
EMAIL · JUST NOW
Thanks for visiting today
Have questions about the account we discussed? Reply anytime.
Triggered by: dwell 12 min

Dwell

Post-branch-visit follow-up

A completed dwell at a branch is a natural moment to follow up on a product conversation or send a satisfaction check-in.

DwellEmail
PUSH · JUST NOW
Nearest ATM: 0.3 mi
This branch is closed — here's the closest ATM open now.
Triggered by: exit — closed branch fence

Exit

Nearby-ATM redirect

If a device exits a closed or unavailable branch location, route them to the nearest working ATM or branch automatically.

ExitPush
3
REST endpoints — that's the whole integration
0
SDKs to bundle — native OS geofencing only
3
channels dispatched from one trigger
2
fence shapes — circle and polygon, both wake-ready

Why teams choose GeoNest

The hard parts are already solved.

Native OS geofencing

Circles and polygons handed to the phone's own geofencing APIs — no continuous background polling.

Three REST endpoints

Register, fetch geofences, report an event — that's the entire integration surface.

Per-app scoping

Every fence, device, and campaign is scoped to a single app — nothing crosses over.

Reuses your channels

Dispatches through your existing email and SMS infrastructure, plus Firebase Cloud Messaging for push — nothing new to wire up.

Questions

Before you draw the first fence.

Is GeoNest a fraud detection or compliance verification tool? +

No — GeoNest is built for engagement and marketing triggers. It is not a fraud-detection, identity-verification, or regulatory geo-compliance product. If you need that category of capability, it would need to come from a different, purpose-built tool.

Does GeoNest see any account or transaction data? +

No — GeoNest only evaluates device location against a fence you define. It has no access to account balances, transactions, or other financial records.

Can this work across many branch locations? +

Yes — each branch can be its own fence, and fences are scoped per app, so campaigns stay independent per location or per business unit.

Can we control how often the same customer gets a message? +

Yes — cooldown is a separate setting from dwell time, so you control the minimum gap between repeat triggers for the same device.

Financial Services

Set your first branch fence.

Tell us which engagement moment you want to catch — arrival, dwell, or exit — and we'll help you map it.