New: AI agents now qualify, answer and route your WhatsApp leads around the clock.See how it works.

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Financial services

Onboard and serve customers with clarity

Qualify leads, send document and payment reminders, and share policy or account updates with opted-in customers. Advice and sensitive requests are always routed to your trained staff.

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Advisors spend their time with prospects who fit your products
Customers get timely reminders on a channel they already use
Sensitive questions consistently reach trained staff

RFRidgeway FinanceOfficial business account

Hi, I want to know about personal loans

12:10

Hi, thanks for contacting Ridgeway Finance. To connect you with the right team, what's your employment type?

12:10

SalariedSelf-employed

Salaried

12:11

Thanks. Which city do you live in?

12:11

Pune

12:12

Thank you. A loan officer will message you here today to discuss eligibility and terms. We will never ask for your OTP, PIN or password on WhatsApp.

12:12

Message

Use cases

How Financial Services teams use WhatsApp

Proven ways to turn conversations into enquiries, bookings, payments and repeat business.

Lead qualification
Ask applicants about product interest, city and employment type before a call with your team.
Document reminders
Remind applicants which KYC documents are pending and where to upload them securely.
EMI and renewal reminders
Send due-date reminders for EMIs and policy renewals with an official payment link.
Application and policy alerts
Notify customers about application status, policy issuance and claim updates.
Guardrails on AI answers
Keep AI agents to product information, and route advice, disputes and account changes to staff.
Consent and safe practices
Message only opted-in customers, and remind them you will never ask for OTPs or PINs in chat.

Sample conversations

See it from your customer's phone

Real-world message flows you can build in minutes with templates, buttons and automation.

RFRidgeway FinanceOfficial business account

Hi, I want to know about personal loans

12:10

Hi, thanks for contacting Ridgeway Finance. To connect you with the right team, what's your employment type?

12:10

SalariedSelf-employed

Salaried

12:11

Thanks. Which city do you live in?

12:11

Pune

12:12

Thank you. A loan officer will message you here today to discuss eligibility and terms. We will never ask for your OTP, PIN or password on WhatsApp.

12:12

Message

Loan enquiry qualificationA prospect asks about a personal loan and is routed to a loan officer.

RFRidgeway FinanceOfficial business account

Renewal reminder

Hi Leena, your Harbor Shield health policy ending 4821 is due for renewal on 30 September. You can renew using the secure link below.

10:00

Renew nowTalk to an advisor

Talk to an advisor

10:22

Sure. I've passed your request to our renewals team. An advisor will reply here during business hours, 9 AM to 6 PM.

10:22

Thanks

10:23

Message

Policy renewal reminderA renewal reminder with a secure link and a handoff to an advisor.

Recommended features

The Financial Services toolkit

Start with these and add more as you grow.

Explore other industries

Put your customer conversations on WhatsApp

Connect your number, import your contacts and send your first message in an afternoon.

14-day free trial · No credit card required