Mobio CDP & Smart CRM Platform

Mobio is a Hanoi-based software company founded in June 2017 that builds a customer data platform (CDP) and CRM for large enterprises, especially banks and financial services. It addresses customer data scattered across core banking, apps, websites, call centers and branches, which makes personalized marketing and sales difficult.

The platform has three parts. Activation CDP unifies profiles and runs omnichannel and on-page journeys, segmentation, personalization, email, popup and landing page builders, A/B tests and ad audience sync. Smart CRM covers opportunity and pipeline management, call center, social chat, ticketing, routing, workflows and KPIs. The Analytics Data Platform adds RFM, customer lifetime value, propensity models, next best offer and BI. Data can sit on Mobio Cloud or on-premises in the client's data center.

• Unified customer profile: Merges data from channels and systems into a single customer view.
• Omnichannel journeys: Automates personalized journeys across email, web, app and ads with A/B testing.
• Smart CRM: Manages opportunities, sales pipelines, tickets, call center and social chat.
• Analytics Data Platform: RFM, customer lifetime value, propensity models and next best offer.
• Builders: Email, popup and landing page builders for campaigns without developers.
• Flexible hosting: Runs on Mobio Cloud or on-premises in the client's data center.

A commercial bank can trigger credit card activation and spending campaigns based on transaction behavior. A retail chain can unify loyalty, POS and online data to personalize promotions. An insurer can route leads to agents and track conversion through the CRM pipeline.

Marketing, sales and data teams work from one customer profile instead of separate tools. Case studies on the site report a 3x sales conversion rate at MSB with 5,000 sales reps onboarded, and a 7x loyalty redemption rate at Guardian. On-premise deployment lets banks keep customer data on infrastructure they control, in line with State Bank of Vietnam outsourcing rules.

Vietnamese banks and retailers are racing to personalize digital channels as customers move to mobile apps, while third-party cookies fade and first-party data becomes central. Regulation on outsourcing and personal data protection favors CDPs that can be deployed on-premises inside the bank's own infrastructure.

Founded on 29 June 2017 with 6 members, now around 80-100 staff. Headquartered at HL Tower, 82 Duy Tan, Cau Giay, Hanoi, with a southern office in Ho Chi Minh City. Received the Sao Khue award in 2023 and is listed on the ChiefMarTec MarTech map and CDP Institute map.