How Dhanam Investment & Finance Boosted Customer Engagement by up to 40% with WappCloud
A financial services team of 300 used WhatsApp Bulk Broadcast and Google Sheets integration to improve engagement by up to 40%, grow lead conversions by up to 25%, and save 5–10 hours weekly.
About Dhanam Investment & Finance
Dhanam Investment and Finance — "Empowering Communities, Enabling Dreams."
Dhanam Investment and Finance Pvt. Ltd. is a Coimbatore-based RBI-licensed Non-Banking Financial Company (NBFC) founded in 2016 with a mission to bring formal, accessible financial services to underserved communities across South India. The name "Dhanam" is derived from Sanskrit and Tamil words meaning "wealth" — and for the company, true wealth means empowering communities, enabling dreams, and fostering progress.
Starting from a single branch focused on microfinance and MFI lending, Dhanam has grown into a multi-product financial institution spanning gold loans, mortgage loans, SME financing, small business loans, housing loans, personal loans, vehicle loans, microfinance, NCDs, mutual funds, and insurance. In 2026, the company launched Premium Private Lockers — secure vault storage for valuables — further broadening its portfolio.
Today, Dhanam operates across 16+ districts in South India, has served over 5 lakh customers, and has disbursed more than ₹1,000 crores. With 57 branches, a team of 300, and a toll-free support line (1800 2025 180), the company stands as a testament to what trust and innovation can build over a decade. Their digital presence can be explored at www.dhanamfinance.com.
Why Dhanam Chose WappCloud
Dhanam's primary need was clear: official WhatsApp API access to run large-scale, compliant broadcast campaigns to their customer base. WappCloud delivered exactly that. The ability to send bulk WhatsApp messages to segmented audiences — whether for loan reminders, new product announcements, NCD scheme updates, or festive offers — was the decisive factor.
Beyond the API access, WappCloud's seamless Google Sheets integration meant the team could connect their existing data workflows without any disruption. No new systems to learn, no complex migrations — just powerful WhatsApp communication layered onto the tools Dhanam already used daily.
How Dhanam Uses WappCloud
01 Bulk Broadcast Campaigns Dhanam's primary use of WappCloud is large-scale WhatsApp broadcast messaging. Promotional campaigns for gold loans, NCD schemes, festive offers, and new branch announcements are sent directly to segmented customer lists — achieving significantly higher open rates and engagement compared to SMS and email.
02 Google Sheets Integration WappCloud connects directly with Google Sheets, allowing the team to manage customer lists, segment audiences, and trigger personalised WhatsApp broadcasts from their existing spreadsheet workflows — with zero disruption to their current data management practices.
The Results
Within the first few months of adopting WappCloud, the impact was measurable across every key area:
- ~20–40% improvement in customer engagement and interaction through WhatsApp Bulk Broadcast to segmented lists
- ~10–25% growth in lead and sales conversions via timely, personalised outreach at scale
- 5–10 hrs saved weekly through automated broadcast workflows
- 9 / 10 client satisfaction rating with a strong recommendation to other financial services teams
For Dhanam, the impact came down to deploying the right tool for the right problem. For a financial services institution managing 50,000+ customers, the ability to broadcast personalised, compliant WhatsApp messages at scale — using data already maintained in Google Sheets — turned customer communication from a bottleneck into a competitive advantage. WhatsApp is where their customers are. WappCloud made it possible to be there too, consistently and professionally.
The Challenges
Lost Conversations When Customers Were Deleted
When a customer record was deleted from their system, the entire associated live chat history was lost with it. This created information gaps, made follow-ups impossible, and resulted in direct lead and sales losses.
No WhatsApp API Access
Without an official WhatsApp Business API, Dhanam could not run compliant bulk broadcast campaigns to their large and growing customer base — severely limiting their outreach reach and reliability.
Missed Lead Opportunities
With no structured system to re-engage dropped conversations or reach customers at scale, potential loan enquiries and investment leads were slipping through without any recovery mechanism.
“Good service and immediate support in case of any problems. Recommended to anyone who wants to use WhatsApp bulk messaging.”