FYNO FLOWS

FYNO PREFERENCE MANAGER

Let customers choose how you reach them

Most banks collect consent once and apply it globally. Fyno enforces customer preferences at the channel level in real time for every send.

Real-time customer preferences
DPDP-ready
about fyno illustration

PREFERENCE CENTRE

Consent captured at channel & topic level

Let customers take control of their communication, across channels, topics and frequency

Unified template editor

GLOBAL OPT-OUT

One switch, all channels

Give customers a single dashboard to suppress messages across SMS, WhatsApp, email, push, and voice. True DND enforced before every send.

TOPIC SUBSCRIPTIONS

Soft and hard categories

Customers subscribe per topic: offers, statements, account updates, or product alerts. Regulatory notices are hard-locked and cannot be unsubscribed. 

Unified template editor
Unified template editor

MANDATORY POLICY RULES

Transactional bypasses

Transactional and regulatory messages bypass opt-out. Frequency caps, quiet hours, and DND windows enforced per DLT category and per customer segment.

CHANNEL-LEVEL CONSENT

Per-user channel override

Brand sets default channel preferences. Customers override for SMS, WhatsApp, email, or push individually. Routing adjusts at send time, per message.

Unified template editor

TRACK & AUDIT

Compliant & secure

Not just capturing preferences , also enforcing them at every send

Compliance built-in

DPDP requires consent valid at the moment of send. TRAI mandates DND checked before every promotional message. Fyno handles both from the same layer that captures preferences.

While you’re still here, check out some other features!

Quality assurance

Simplify template management with one powerful, easy-to-use editor

Manage all your messaging templates across channels, from a single platform. Update content, tweak designs, guarantee compliance and collaborate, without code or redeployments.
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template illustration
Quality assurance

The most powerful communication orchestrator

Connect to any system, from analytics platforms to payment gateways, and build your communication pipelines without writing a single line of code.
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workflow-other illustration
Quality assurance

Build and manage complex routing protocols instantly

Easily deploy message routing protocols with our no code builder. Configure real time failovers, and cross channel flows for reliable delivery at lesser cost.
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template illustration
Quality assurance

Manage distinct communication requirements better

Fyno’s workspaces allow you to configure unique integrations, workflows and templates in each workspace, each with tailored reporting and analytics.
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workspaces illustration
Quality assurance

Unified communication logs: complete visibility, effortless compliance

Unlock the power of unified, centralised logging with Fyno. Seamlessly trace, audit, and analyse billions of customer messages sent across any channel and CPaaS provider from a single intuitive dashboard.
analytics image
analytics image
Compliant & secure

Compliance built-in

DPDP requires consent valid at the moment of send. TRAI mandates DND checked before every promotional message. Fyno handles both from the same layer that captures preferences.

Maker-checker approvals

DPDP CONSENT TRACKING

Purpose-specific records

Timestamped consent per purpose and topic. Verified before every send.

Version control

CONSENT AUDIT TRAIL

Every change logged

Who changed what, when, through which interface. Immutable. Retained up to 7+ years for RBI.

What do customers control about how you reach them today?
Criteria
Opt in or out
Self-service
Topic management
Integration
DPDP readiness
CRM / No Preference Centre
All-or-nothing 
No customer-facing interface
No topic-level granularity
Manual CRM updates or CSV
Blanket consent, no purpose tracking
Fyno Preference Manager
Per-channel, per-topic, by-frequency
Embeddable SDK in your own app
Soft and hard topic categories
SDK syncs preferences in real time
Purpose-specific consent per topic
What You Gain
Customers choose exactly what they receive and where.
Preference changes without call centre tickets or complaints.
Regulatory notices always delivered. Marketing respects opt-out.
No stale preference data. No engineering tickets per change.
Ready for May 2027 without retroactive consent collection.

Find the answers that you need

How does Fyno Preference Manager differ from the preference settings in our existing marketing platform?

Your marketing platform stores preferences. Fyno enforces them. When a customer opts out of SMS in your marketing tool, the opt-out is recorded in a database. But if another system, a different LoB, or a triggered workflow sends a message through a different path, that preference may not be checked. Fyno enforces preferences at the routing layer, meaning every message, from every source, is validated against the customer's current preferences before dispatch. The enforcement is not optional and cannot be bypassed by upstream systems.

Does Fyno support topic-level preferences, or only channel-level opt-in and opt-out?

Both. Fyno supports two tiers of consent. At the channel level, customers can opt in or out of SMS, WhatsApp, email, push, and in-app independently. At the topic level, customers can subscribe or unsubscribe from specific communication categories: marketing updates, product announcements, account alerts, regulatory notices. Topics are classified as soft (customer can unsubscribe) or hard (mandatory, such as regulatory notices). A customer might receive transaction alerts on all channels but marketing updates only via email.

How does the preference centre get embedded into our banking app?

Fyno provides native SDKs for iOS, Android, and web. The preference centre runs inside your app with your branding. No Fyno branding is visible to end users. Once a customer's distinct ID is registered, the SDK captures preferences directly and syncs them with Fyno's routing engine. Your backend does not need to pass channel-specific details with every API call. Fyno retrieves the latest preferences automatically at send time.

What happens when a customer updates preferences after a campaign segment has already been built?

The preference change takes effect immediately at the routing layer. Even if a campaign segment was built an hour ago and the send is in progress, Fyno validates each individual message against the customer's current preference state before dispatch. If the customer opted out of SMS between segment build and send, the SMS is suppressed for that customer. This real-time enforcement is what distinguishes Fyno from systems that check consent only at segmentation time.

How does Fyno handle DPDP's requirement for purpose-specific consent?

DPDP requires that consent be tied to a specific communication purpose, not a blanket opt-in. Fyno tracks consent per purpose: marketing, transactional, service, regulatory. Each message is tagged with its purpose at the template level. Before sending, Fyno validates that the customer has active consent for that specific purpose on that specific channel. The audit trail links every send to the consent record that authorised it, providing evidence for any Data Protection Board inquiry.

Can we set frequency caps and time-of-day restrictions?

Yes. Fyno supports configurable frequency caps per customer, such as a maximum of four to eight notifications per ten-day window. Do-Not-Disturb windows prevent marketing messages from being sent after defined hours, typically 8 PM. DLT categorisation is enforced during template creation, and the routing engine applies different consent rules based on whether a message is classified as Service Explicit, Service Implicit, or Transactional. This prevents marketing messages from being accidentally sent as transactional to bypass DND restrictions.

How long are consent audit logs retained?

Retention is configurable. The default is 7 days of real-time logs plus 6 months of archival logs. For RBI compliance, retention can be extended to 7+ years. Every preference change is logged with a full audit trail showing who changed what, when, and through which interface. Maker-checker approval workflows apply to consent policy changes, ensuring that modifications to default channel configurations go through governance before taking effect.

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