Send Transaction Alerts Account Updates Offers Support
To Your Customers Within WhatsApp
Streamline your customer interactions and enhance your service offerings using ChatBox 360 Suite on WhatsApp. Provide timely updates, financial advice, and support with secure and efficient communication.
- Customer Support
- Account Updates
- Investment Advice
Trusted by Financial Leaders and Institutions
Transaction Alerts
Send real-time transaction alerts to keep customers informed about their account activities.
Account Updates
Notify customers about account balance changes, statements, and important account information.
Loan Application Status
Keep customers updated on their loan application status with instant notifications.
Investment Advice
Share personalized investment tips and advice to help customers make informed financial decisions.
Customer Support
Offer real-time support for account inquiries, issues, and financial advice.
Secure Document Sharing
Send and receive important financial documents securely through encrypted WhatsApp messages.
Transform Financial Services with WhatsApp
Accelerate Financial Conversions with WhatsApp
Leverage WhatsApp to enable conversational commerce, streamline lead verification, and provide personalized financial assistance. Enhance customer interactions and drive faster conversions with automated follow-ups and timely messaging.
- Verify and Generate Leads: Use timely greeting messages and follow-ups to verify and generate leads efficiently.
- Automate Follow-Ups: Automate follow-ups with leads and prospects on WhatsApp to maintain engagement and move them through the sales funnel.
- Personalized Financial Assistance: Offer personalized assistance for financial products such as loan applications and mutual funds, ensuring a tailored customer experience.
Guide Customers with WhatsApp
Utilize WhatsApp to reduce customer drop-offs and churn by guiding them through their financial journeys. Seamlessly onboard customers, collect essential information, and provide detailed product and service information through interactive messages, PDFs, and videos.
- Seamless Onboarding: Onboard customers effortlessly with interactive WhatsApp messages that guide them through the process.
- Collect Personal Information: Gather personal information and lead customers to the next steps in their financial journey.
- Informative Content: Send detailed information about your products and services using PDFs and videos to keep customers well-informed.
Foster Brand Loyalty and Seamless Service with WhatsApp
Ensure a seamless post-purchase experience to foster brand loyalty. Use WhatsApp to send reminders for recurring payments, alerts on transfer limits, and assist customers with account details, updates, and more.
- Payment Reminders: Share notifications about recurring payments to keep customers on track.
- Simplify Updates: Streamline account information updates and password resets via WhatsApp.
- Credit Card Actions: Assist customers with credit card actions such as blocking, renewing, and upgrading.
