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Transform Banking and Fintech Services with WhatsApp

Send transaction alerts instantly, deliver timely reminders, share account updates, and support customers with ease! Whether it’s a Bank, a Fintech company, or a payment platform, WhatsApp helps finance companies connect quickly and more effectively.

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WhatsApp for Banking and Fintech

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Looks Salon
Mahindra
Skoda
Vegetarian Brand
Zee Business

Understand WhatsApp for Banking & Fintech

WhatsApp for Banking & Fintech is leveraging the WhatsApp Business API to streamline and enhance conversations between financial institutions and their customers. Whether it's a bank, a Fintech company, or a payment platform, it enables each of them to send instant alerts, loan reminders, and real-time account updates. It also provides 24/7 support services through chatbots. WhatsApp has superior delivery, response rate, and personalized interactions as compared to email or SMS. From the initial customer purchase to the continuity of services, it keeps the customers informed, interested, and satisfied during the whole process.

WhatsApp Use Case for Banking & Fintech

Transaction Alerts & Account Notifications

  • Send transaction alerts, balance, and suspicious activity notifications directly to the customer.
  • Keep your customers well-informed of their credit/debit card transactions, wire transfers, and loan disbursements in real-time.
  • Send OTPs, security alerts, and fraud alerts to enhance security.
  • Alert customers regarding unusual login attempts to prevent fraud.
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Transaction Alerts & Account Notifications

Loan Updates & Payment Reminders

  • Send reminders to customers about their upcoming loan payments, due dates, and available balance.
  • Simplify the loan application process and send updates via automated messaging.
  • Share instant reminders for credit card payments to avoid late fees for customers.
  • Send pre-approved loan offers and EMI options as per the client's financial profile.
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Loan Updates & Payment Reminders

Customer Support & Inquiries

  • Deliver instant replies to clients' inquiries via WhatsApp. From account issues to product details, everything can be handled.
  • Offer customers a live chat service without long queues.
  • Install a WhatsApp chatbot and respond to commonly asked questions, and provide 24/7 customer service.
  • Enables customers to track their complaint status or service requests in real-time.
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Customer Support & Inquiries

Personalized Financial Advice & Notifications

  • Deliver targeted offers and product suggestions according to the preferences and previous purchases made by the customers.
  • Send investment tips, savings, and money tips in real time and instantly through chat.
  • Enable the client to ask queries and receive answers from experts without switching to another app.
  • Send tailored retirement or tax planning as per the customer portfolio.
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Personalized Financial Advice & Notifications

Document Sharing & Verification

  • Share account statements, loan documents, tax forms, and credit reports directly through WhatsApp in a secure manner.
  • Allow clients to review and sign documents directly through their phones without the need to visit.
  • Send updated terms, agreements, and verification links for clients to approve in one go.
  • Quickly provide verification of KYC and ID proofs for loan approvals and account opening.
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Document Sharing & Verification

Broadcast Promotional Offers on WhatsApp

  • Share exclusive deals and discounts with customers to make sure they never miss out.
  • Promote new financial services and investment opportunities to a targeted customer on WhatsApp.
  • Improve engagement and boost conversions by offering personalized offers tailored to customer preferences.
  • Run time-sensitive broadcast campaigns and send real-time notifications to encourage instant actions.
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Broadcast Promotional Offers on WhatsApp

Why WhatsApp Marketing in 2025?

WhatsApp is the one platform that brings together Actionable Notifications & Customer Support!

98%

Open Rates

45-60%

Click Rates

2.60Bn+

Active Users

70%

Engagement Rate

All-in-One Features of WhatsApp Business API

Transform your business operations and customer engagement by switching to WhatsApp automation

CTWA Ads

Convert Meta ads into personalized WhatsApp conversations to capture leads and answer queries.

Broadcast

Quickly share updates, offers, and announcements to thousands of customers at once.

Drip marketing

Stay engaged with customers through timely reminders, helpful tips, and promotional offers.

Flows

Easily gather clients' details, preferences, and confirmations with no manual work.

Chatbot

Automatically handles queries and quickly replies to FAQs with easy transfer to a human agent.

Shared team inbox

Manage all customer chat, queries, and updates in a single shared inbox for effective collaboration.

AI rewrite

Refine responses for clarity and deliver messages in multiple languages with built-in Gen AI.

Payments

Accept payments directly on WhatsApp with automated billing and receipts.

Why Use WhatsApp Business API for Banking & Fintech?

In fintech and banking, WhatsApp is changing the way these companies used to connect with customers by making services faster and more personalized.

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What Our Customers Say on G2 Platform

Awarded for excellence

Best Est. ROI - Enterprise Best Support - Enterprise Best Usability - Small Business
Easiest To Do Business With - Mid-Market Fastest Implementation - Enterprise Momentum Leader

Loved by users everywhere

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    25+ reviews
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    10+ reviews
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    10+ reviews

How Getgabs is Different from Other BSPs for Travel Businesses?

Getgabs offers an affordable, secure, and feature-packed WhatsApp Business solution to connect with customers effortlessly.

No Markup Charges: Unbeatable transparent rates with no markup charges.

No Set-Up Charge: Instant access with no set-up charges.

Direct WhatsApp API Access: Smooth integration with the official WhatsApp API.

Instant Approval & Quick Onboarding: Approval in seconds.

Pay-as-You-Go-Pricing: Customers pay only for what they use in a pay-as-you-go model.

Secure & Scalable: Enterprise-grade security with a high delivery rate.

Custom Integrations: Seamless integration with existing CRM software and third-party apps.

24/7 Assistance: Comprehensive assistance 24 hours a day.

Join thousands of businesses using Getgabs to automate and scale their WhatsApp communication.

Get Started with Getgabs Today

Explore More Industry-wise WhatsApp Use Cases

Education & Edtech

Engage students, automate inquiries, and simplify admissions with WhatsApp for education.

Explore Use Cases

Banking & Fintech

Enhance service, streamline KYC, improve security, and boost efficiency with WhatsApp.

Explore Use Cases

Healthcare

Schedule appointments, share health tips, and provide personalized care through WhatsApp.

Explore Use Cases

Events & Webinars

Boost registrations, send reminders, and gather feedback effortlessly via WhatsApp.

Explore Use Cases

Travel & Tourism

Send itineraries, confirmations, travel alerts, and real-time updates via WhatsApp.

Explore Use Cases

Resturant & Food Business

Support clients, provide updates, and manage issues efficiently using WhatsApp.

Explore Use Cases

E-Commerce

Boost online sales, send order updates, automate customer support, and engage shoppers effectively using WhatsApp.

Explore Use Cases

Frequently Asked Questions

Is customer data safe when shared on WhatsApp?
Yes, everything that you send on WhatsApp is end-to-end encrypted, and transactions are carried out through verified business accounts. It keeps the messages in financial regulations, as PCI-DSS.
Can customers make transactions or check their balance through WhatsApp?
Yes, customers can receive transaction alerts, balance information, and loan payment reminders directly on WhatsApp. But for enhanced security, the core transactions are usually through the bank app or website.
Do customers need to download a new app to use WhatsApp for Banking & Fintech?
No, there is no need for customers to download any other app. They can simply continue using their normal WhatsApp, and the remaining job is taken care of by the fintech company itself.
Can WhatsApp integrate with banking systems like CRM or core banking software?
Yes, WhatsApp enables its users to integrate with existing banking systems, CRM software, and other fintech platforms. It enhances operational efficiency and makes communication smoother.
Is WhatsApp suitable for small fintech startups as well as large financial institutions?
WhatsApp is a great platform for both small and large fintech companies. It can be used in different ways and at different scales based on the needs of your business.
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