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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 24×7
- ✅Showcase your offerings with WhatsApp storefront
Create delightful experiences on WhatsApp
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Acquire
Run click to WhatsApp ads to promote your BFSI products and services. Answer FAQs quickly via custom auto-replies and help customers with their queries.
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Convert
Carry out KYC processes like ID verification, document verification over an encrypted channel to expedite loan applications. Upsell & Cross-Sell by sending personalized BFSI product recommendations based on purchase history & credit score.
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Delight
Solve queries & support customers at scale on WhatsApp. Gather ratings/feedback from clients using WhatsApp automated flows.
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Engage
Proactively notify target audience of new offers, loyalty points and more. Send informative and educational content relevant to their needs.
How the banking and finance sector is digitizing with WhatsApp
See how businesses in the BFSI sector are exploring WhatsApp conversational commerce to create personalized and streamlined customer journeys.
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)
"Haptik's conversational AI platform has revolutionized the way we engage with our customers. The implementation of their AI-powered conversations on WhatsApp has brought a new level of convenience and personalization to our services. Our customers can now interact with us seamlessly through a messaging app they already use every day."
Sachin Vashishtha, Chief Marketing Officer, Paisabazaar
3X
Read rate as compared to SMS
50%
Reduction in cost per lead
7-8M
Users check credit score on WhatsApp
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