Build a positive customer experience with WhatsApp for Banking and Finance business

  • Carry out KYC processes like ID verification, document verification etc
  • Respond to customer queries 24x7
  • Showcase your offerings with WhatsApp storefront

Acquire

Run click to WhatsApp ads to promote your products and services. Answer FAQs quickly via custom auto-replies and help customers with their queries.

Convert

Carry out KYC processes like ID verification, document verification over an encrypted channel to expedite the loan applications.

Delight

Solve queries & support customers at scale on WhatsApp. Gather ratings/feedback from clients using WhatsApp automated flows.

Engage

Proactively notify target audience of new offers, loyalty points and more. Send informative and educational content relevant to their needs.

Use WhatsApp to enable conversational commerce for faster conversions.

  • Verify and generate leads with timely greeting messages and follow-ups
  • Automate follow ups on WhatsApp with leads and prospects
  • Offer personalized financial buying assistance (loan applications, mutual funds, etc)

Reduce customer drop-offs and churn by using WhatsApp as a channel to enable their financial journeys

  • Onboard customers seamlessly with WhatsApp interactive messages
  • Collect personal information and lead customers to the next course of action
  • Send more information about your products and services with PDFs and videos

Ensure a great post-purchase experience for brand loyalty

  • Share reminder notifications about recurring payments
  • Send out alerts on transfer limits
  • Help customers with account details and interest rates
  • Simplify account information updates and password resets
  • Share invoices, e-policies, e-receipts with customers
  • Assist in credit card actions (blocking, renewing, upgrading, etc)