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CASE STUDY

BankSathi: 4.5x ROI with  AiSensy’s WhatsApp automation

India’s leading financial advisory platform, BankSathi, turned quiet users into active agents again by blending empathy with WhatsApp automation. With a 9.71% reactivation rate and 4.5x ROI, this campaign outperformed industry benchmarks—without discounts or urgency tactics.

See how AiSensy made automation feel human.


⚡Powered by Official WhatsApp Business API

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COMPANY OVERVIEW

About BankSathi

BankSathi is India’s top financial product advisory platform, enabling individuals—especially from Tier 2, 3, and rural areas—to become financial advisors. By recommending financial products like savings accounts, loans, and credit cards to their networks, users earn and grow financial literacy in their communities. With over 2 million+ advisors and 60 lakh customers, BankSathi is revolutionizing financial access from the ground up.

  • Industry

    Financial Services

  • Headquarters

    Bangalore, Karnataka

  • Financial Advisors

    2+ million

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    Challenge

    Re-engaging familiar users who had gone silent

    A Dormant But Valuable Audience

    BankSathi identified a segment of users who had once been active—earning, sharing, transacting—but had been silent for 3 to 6 months. These weren’t cold leads. They knew the platform. They just needed a reason to reconnect.

    Rebuilding Trust, Not Pushing Offers

    Instead of flooding them with discounts or reminders, BankSathi wanted to take a different route: reconnect with empathy. The goal was to revive engagement with warmth, familiarity, and a human touch that made users feel seen—not sold to.

    Solution

    A campaign that sounded more like a friend than a brand

    WhatsApp Automation, Reimagined

    Using AiSensy’s Flow Builder, BankSathi created a multi-step WhatsApp journey tailored to user behavior. If someone clicked, ignored, or replied, they were guided down a specific path— with contextual, personalized follow-ups that felt more like conversations than campaigns.

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    Audio-Led Communication

    The magic touch? Voice. BankSathi integrated short, friendly Hinglish audio messages into the campaign—spoken in natural tones that felt personal and familiar. These weren’t bots; they were empathetic voices checking in, offering encouragement, and reigniting interest.

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    Personalization at Scale

    Each user journey responded to engagement in real-time. Messages adjusted based on replies, making users feel like someone was listening—not just broadcasting.

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    The Results

    A campaign that connected—emotionally and effectively

    10% Reactivation Rate

    Thousands of previously inactive agents re-engaged through humanized messaging.

    4.5x ROI

    Far exceeding industry benchmarks—without aggressive incentives.

    92% WhatsApp Delivery Rate

    Clean, timely delivery ensured the right message hit the right user at the right time.

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    With AiSensy, we didn’t just automate outreach—we made it personal. The combination of voice, behavior-based flows, and real-time engagement helped us bring dormant users back in a way that felt honest and impactful.

    Manik Sachdeva

    Assistant Manager – Digital Marketing @ BankSathi

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    Features Loved by our Clients

    Collect Payments on WhatsApp

    Yes! Collect Payments now on WhatsApp Seamlessly with WhatsApp Pay and other modes of Payments (Razorpay, Payu etc) and grow your revenue.

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    Ads that Click to WhatsApp

    Run Ads on Facebook & Instagram that land on WhatsApp. 5X Your lead generations & 2-3X Conversions Instantly!

    Run Ads from AiSensy, smartly segregate your leads and build Chatbot Flows to automate everything!

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    Multiple Human Live Chat

    Have multiple team members to drive Live Chat Support on the Same WhatsApp Business Number. 


    Filter Chats according to tags, campaigns and attributes for Smart Agent Chat Routing.

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    Real-Time Analytics

    Track your campaign results in real-time.

    Monitor Read, Replied & Clicked rates for each campaign and retarget smartly for higher conversions!

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    Smart Retargeting for 3X Sales

    Segregate your Audiences Smartly and Re-Broadcast for Higher Conversions!

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    Drive 3x Revenue with AiSensy

    Experience the power of seamless automation and enhanced customer engagement.
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    ⚡️Powered by Official WhatsApp Business API