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WappCloud for Banking & Fintech

Make Every Financial Conversation Feel Secure.

Keep customers in the loop with timely updates, clear answers and a support team ready to help, all through WhatsApp.

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Illustration of a bank building beside a phone showing a chat conversation
Where it helps

Clear, timely conversations with your customers

  1. Illustration of a phone with notification cards, a bell and a bank building

    Customer and service updates

    Keep customers informed with timely service updates on WhatsApp.

    • Custom notifications
    • Scheduling
    • Audience segmentation
  2. Illustration of a chat window with a question and a reply

    Answers to common questions

    Reply to frequent questions right away, so customers get help without the wait.

    • WhatsApp chatbot
    • Instant replies
    • Quick replies
  3. Illustration of a calendar, a bell, a clock and a phone with a reminder message

    Payment reminders

    Send reminders with approved templates, only to customers who have opted in.

    • Approved templates
    • Opt-in management
    • Scheduling
  4. Illustration of a customer's phone connected to a shared inbox with several team members

    Shared support conversations

    Let your team handle customer chats together from one shared inbox.

    • Shared team inbox
    • Chat assignment
    • Tags & contacts
Illustrative workflow

How a customer question could be handled

An example of how a team could set this up with WappCloud's tools, not a ready-made banking workflow. The messages are samples, and some steps are handled by your team. Keep passwords, OTPs, card details and other confidential financial information out of WhatsApp chats.

Example stepWappCloud tool it could use
  1. Step 1:

    Customer asks a question

    Customer

    Hi, what are your branch opening hours?

    WappCloud tool: WhatsApp chatbot

  2. Step 2:

    Customer receives a response

    Business

    Thanks for getting in touch. Here are the details you asked for.

    WappCloud tool: Instant replies

  3. Step 3:

    Support team assists when needed

    Business

    I'll take it from here. How can I help?

    WappCloud tool: Shared team inbox

Ready to make customer conversations easier?

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