Finance & Insurance

Financial services
on WhatsApp

Automate loan enquiries, policy renewals, EMI reminders and customer support — and collect payments via payment links, all on WhatsApp.

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Loan enquiry qualification
Qualify loan applicants automatically — income, employment, loan amount and tenure. Route eligible leads to relationship managers.
EMI & payment reminders
Send timely EMI due reminders with a Razorpay or Stripe payment link. Reduce missed payments without manual outreach.
Policy renewal campaigns
Broadcast policy renewal reminders to your entire client base. Personalise with policy number, premium amount and due date.
Document collection
Guide customers through KYC and document submission via chatbot flows. Collect PAN, Aadhaar and income proofs step by step.
AI customer support
Answer FAQs about products, interest rates and claim status automatically — 24/7. Route complex queries to agents.
Compliance-safe messaging
Official Meta Cloud API only. All messages are sent via Meta's compliant infrastructure — no grey-market WABA risks.
Finance & Insurance

Automate your financial services on WhatsApp

Official Meta API. Compliant, reliable and trusted by financial services teams.

Start for free →Talk to us