Transform Financial Services with WhatsApp Business API

Deliver real-time transaction updates, enhance customer security, and provide seamless financial experiences with AiSensy’s WhatsApp automation, tailored for banks, fintech, and insurance institutions.

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Features

Key Features of WhatsApp Business API for Financial Services

Build no-code Chatbot in minutes

Build your Own Chatbot Flows your Way! Easy-to-use Chatbot & Catalog Flow builder to build your conversational journeys.

Broadcast Offers to Unlimited Contacts

Broadcast personalized loan and insurance offers to unlimited contacts - without getting your Number blocked!

Import, Broadcast, Track Results and Retarget

3x your conversions by sending Retargeting Campaigns to the most relevant audience group.

Answer customer queries with 1:1 Live Chat

Enable Chatbot Flows or have multiple team members to provide seamless Live Chat support on a single WhatsApp Business number.

WhatsApp Finance Use Cases

Key Features of WhatsApp Business API for Finance

Keep your customers informed instantly

With AiSensy’s WhatsApp Business API, financial institutions can send real-time updates on transactions such as payment confirmations, fund transfers, and account activities.

Customers receive timely notifications, ensuring they are always aware of their financial status.

Enhance security with end-to-end encryption

Leverage WhatsApp's secure platform to send two-factor authentication (TFA) messages, ensuring customers can quickly and safely access their accounts.

AiSensy helps banks offer this added layer of security without compromising convenience.

Reduce late payments and policy lapses with timely alerts

Send automated reminders to customers for bill payments, loan EMIs, and policy renewals via WhatsApp.

AiSensy’s platform helps you keep clients up to date, reduce missed deadlines, and improve payment completion rates, ensuring a smooth financial journey for all customers.

Broadcast promocional offers on WhatsApp

Take advantage of WhatsApp's impressive 98% message read rate and 45-60% click-through rate to broadcast personalized loan and insurance offers directly to your customers.

Engage your audience where they are most active and drive higher conversions with targeted, timely notifications.

Enable 24/7 support

Using WhatsApp, fintech, banks and insurance companies can provide assistance via Chatbots and live agents.

This ensures customer get instant support right from their favourite messaging app.

Secure Customer Authentication with WhatsApp OTPs

Offer customers a seamless and secure way to verify their identity through WhatsApp, backed by robust end-to-end encryption.

Livelong Wealth Success Story

Livelong Wealth, a prominent financial advisory firm, transformed its client communication strategy using AiSensy’s WhatsApp Business API.

By automating interactions, they saw a 10x increase in lead generation and improved customer engagement significantly.

Read Case Study

Why WhatsApp Business API?

WhatsApp is the One Platform that brings together Actionable Notifications & Customer Support!

98%

Open Rates

45-60%

Click Rates

2.6Bn+

Active Users

Engagement Rate

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Boost registrations, send reminders, and gather feedback effortlessly. Discover how WhatsApp can supercharge your event and webinar engagement.

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Schedule test drives, send service reminders, and provide instant support. Explore how WhatsApp can transform your automotive business's CX.

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Showcase properties, schedule viewings, and close deals faster. Discover how WhatsApp can streamline your real estate communication and boost lead generation.

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IT Services & Internet

Enhance lead generation, automate onboarding flows, and provide 24/7 support. Perfect for startups, IT providers, SaaS, and software companies.

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Streamline your retail operations with WhatsApp. Share catalogs, send personalized promotions, offer real-time customer support, and more.

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