Financial Services Transformation

Improve customer engagement, reduce support costs, increase compliance, and accelerate loan approvals with WhatsApp

Financial Services Industry Challenges

High Support Costs

Customers call for account status, transactions, loan updates. Manual support drains resources.

💔 Support Cost: ₹200-500/customer/year

Slow Loan Processing

Loan applications stuck in manual review. No proactive communication about application status.

⏱️ Approval Time: 10-15 days

Low Document Collection

Back-and-forth for document submission. Missing docs cause delays and lost deals.

📉 Conversion Rate: 40-50%

Compliance & Communication Gap

Limited audit trail. Customer disputes over communication create compliance issues.

⚠️ Dispute Rate: 5-10%

WhatsApp Solutions for Finance

Instant Customer Support

24/7 WhatsApp support for account queries, transaction info, balance checks, and general support.

70% Support Call Reduction

instant WhatsApp responses

₹50-100 Cost/Customer Saved

annually

95% Satisfaction Rate

instant service

💜 Cost Savings: ₹50-100L/year

Proactive Loan Updates

Real-time notifications on application status, document received, verification complete, approval, and disbursal.

+35% Conversion Rate

from 40-50% to 60-70%

3-5 Days Faster Approval

via instant communication

₹10-30L Additional Loan Volume

monthly

💜 ROI: 800%

Secure Document Exchange

Collect all documents securely via WhatsApp with encrypted storage and audit trails for compliance.

50% Faster Document Collection

no back-and-forth

90% Document Completion Rate

vs 60% currently

100% Compliant Audit Trail

for RBI/regulatory

💜 Compliance Score: +25%

Payment Due Reminders

Smart reminders 15, 7, 1 day before payment due with automatic late fee calculations.

+40% On-Time Payment Rate

from 60% to 85-90%

₹20-50L EMI Collection Boost

monthly

50% NPA Reduction

proactive reminders

💜 Revenue Impact: ₹50-150L/month

Revenue Impact for Financial Services

Monthly Impact (Basis: 10,000 Customers)

Support Cost Savings

₹50-100L

annually

Additional Loan Volume

₹10-30L

monthly

EMI Collection Boost

₹20-50L

monthly

NPA Reduction

50%

write-offs saved

Total Annual Impact:

₹1-3Cr+

Additional revenue + cost savings per year

For NBFC/Bank with 10,000+ customers

Transform Your Financial Services

Join 200+ financial institutions improving customer experience and revenues

No credit card required. 7-day free trial with full features.