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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 24x7
  • Showcase your offerings with WhatsApp storefront
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Leading banking and finance businesses ❤️ Interakt

Create delightful experiences on WhatsApp

  • 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

  • Convert

    Carry out KYC processes like ID verification, document verification over an encrypted channel to expedite the loan applications. Upsell & Cross-Sell by sending personalized BFSI products recommendations based on purchase history & credit score

  • Delight

    Solve queries & support customers at scale on WhatsApp. Gather ratings/feedback from clients using WhatsApp automated flows

  • 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)
WhatsApp business for Banking & Finance with Interakt
WhatsApp business for banking and finance with Interakt

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
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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)
WhatsApp business for Banking & Finance with Interakt

Seamless integration with 15+ popular business platforms

Why should BFSI use WhatsApp for Business?

WhatsApp is one of the most commonly used messaging platforms across all demographics. It offers a more direct channel to reach and engage your prospects as well as customers.

68%

Of users agree WhatsApp is the easiest way to contact a business​

98%

Average open rate on WhatsApp broadcasts and notifications​

5%+

Higher customer engagement and response rate on WhatsApp​

"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

Paisabazaar with WhatsApp Business API

Success stories

See how businesses in the banking and financial sector are using the WhatsApp Business API with Interakt to enhance their customer experiences.

How Home Canvas is bringing their A-game in the world of Customer Engagement

Home Canvas, was launched in 2015 as an online curation platform​
Click Here

How Using WhatsApp Business API has helped Nestasia Achieve A 5x higher open rate​

Launched in 2019, Nestasia, a Tableware and decor platform​
Click Here

Expore WhatsApp automations for BFSI with Interakt​

Get started with the WhatsApp Business API using Interakt today.

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WhatsApp business for Banking & Finance

Get Started with Interakt Today

  • Engage & Re-engage Prospects
  • Drive Sales
  • Deliver higher CSAT
  • Support at Scale
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Copyright© Jio Haptik Technologies Limited 2025. All rights reserved.
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Interakt

Resources

India | Singapore | Indonesia | Brazil | UAE | Philippines | Africa
Copyright© Jio Haptik Technologies Limited 2024. All rights reserved.
Whatsapp
Join our WhatsApp channel to stay updated

Interakt

Resources

Why Interakt

India | Singapore | Indonesia | Brazil | UAE | Philippines | Africa
Copyright© Jio Haptik Technologies Limited 2024. All rights reserved.
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