WhatsApp for Banking

Provide secure end-to-end customer experience 24x7 on WhatsApp with Chatman

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Acquire

Run Click-to-WhatsApp ads, use a website WhatsApp Messenger to initiate conversations, use QR codes in print ads and packaging to get opt-ins, and share WhatsApp links on social media.

Convert

Create an automated welcome series to understand consumers better. Share best-selling services through WhatsApp catalog messages. Create checkout links and take payments for buying services on WhatsApp

Engage

Set up WhatsApp broadcasts to share new products, new policies and offers. Promote customer testimonials and user generated content. Run contests and quizzes using interactive messages

Application landscape for Financial Institutions

WhatsApp Business API simplifies communication, from promoting policies, offering discounts to scheduling servicing in the same conversation thread

  • 1

    24x7 Fund-related Support

    Provide round-the-clock assistance to customers for transactions, fund purchases, renewals, and addressing common queries through the support of chatbots.

  • 2

    Tailored Recommendations

    Deliver customized services and product broadcasts tailored to specific customer segments, enhancing engagement and relevance

  • 3

    Minimize Customer Drop-offs

    Use WhatsApp as a channel to facilitate and enhance customers' financial journeys, reducing drop-offs and churn.

  • 4

    Streamline Data Collection

    Collect essential personal information via WhatsApp and lead customers towards their next course of action swiftly

  • 5

    Deliver Rich Multimedia Content

    Share detailed product and service information using PDFs and videos on WhatsApp, providing customers with comprehensive insights.

  • 6

    Post-Purchase Satisfaction

    Ensure a positive post-purchase experience to foster brand loyalty by providing various services through WhatsApp.

  • 7

    Payment Reminders and Alerts

    Send timely reminders for recurring payments and alerts regarding transfer limits to keep customers informed

Chatman - Truly enterprise.

Most Innovative in WhatsApp - Get early access to new features by partnering with Makerobos and built end-to-end shopping experience on WhatsApp

GPT Laced Product - Achieve lightning-fast time to value with GPT-powered WhatsApp bots built by Makerobos using most advance LLM models

Powerful Analytics - Gain triple advantage of analyzing customer behavior, understanding purchasing patterns & doubling down on upselling opportunities with Makerobos robust analytics platform

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Why Bank & Financial Institutions use WhatsApp to converse with 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​
30% increase in document collection by the finiancial institution
50% reduction in manual agent effort on policy or insurance renewal
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FAQs

How can Chatman's Team Inbox improve customer service in banking?

Chatman's Team Inbox enables banking staff to collaboratively manage customer queries, ensuring efficient responses to inquiries about accounts, loans, and financial services, enhancing the overall customer banking experience.

Does Chatman provide real-time notifications for banking transactions and alerts?

Yes, Chatman's real-time notifications can inform customers immediately about transaction updates, account alerts, and other important banking notifications, increasing transparency and trust in banking services.

How can Chatman's segmentation features aid in personalized financial services?

Using segmentation, Chatman allows banks to send personalized financial advice, product recommendations, and offers based on customers' financial behaviors and preferences, ensuring relevant and targeted communication.

Can Chatman automate routine banking inquiries and transactions?

Chatman can automate responses to common banking inquiries and facilitate routine transactions like balance checks and fund transfers, streamlining operations and improving customer convenience.

How does Customer 360 in Chatman benefit banking and finance institutions?

Customer 360 provides a comprehensive view of each customer's interactions, helping banks and financial institutions understand customer needs better, tailor their services, and improve relationship management for higher customer satisfaction and retention.

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WhatsApp - Facebook - Instagram collectively dominate the social media messaging landscape. Harness this power with one of the fastest-growing WhatsApp Business Platform

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