Contact sales
  1. Home
  2. Industries
  3. Transform Banking and Fintech Services with WhatsApp
Official Meta Partner

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.

Enquiry Now
WhatsApp for Banking and Fintech

Our Trusted Clients

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.
Enquiry Now
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.
Enquiry Now
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.
Enquiry Now
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.
Enquiry Now
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.
Enquiry Now
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.
Enquiry Now
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

WhatsApp Broadcasting

Send bulk tailored messages to unlimited contacts instantly with guaranteed better reach and improved customer engagement without spamming.

Learn more

WhatsApp AI Chatbot

Use a Chatbot to automate customer queries, manage FAQs, and offer 24/7 instant support to increase efficiency and reduce manual workload.

Learn more

WhatsApp Forms

Collect leads, customer data, and ask for feedback, all within WhatsApp chats using interactive and easy-to-fill forms.

Learn more

WhatsApp Blue Tick

Verified your brand with the official blue tick to improve credibility, trust, and customer confidence.

Learn more

Click-to-WhatsApp Ads

Convert your ads into a quick WhatsApp chat to enhance lead generation, customer engagement, and sales conversion.

Learn more

WhatsApp Payments

Make it easier for customers to purchase, pay, and check out without leaving WhatsApp with secure in-chat payments.

Learn more

WhatsApp Drip Campaign

Automate sequential messages to nurture leads, increase conversions, and keep your audience engaged over time.

Contact Us ➜

WhatsApp Team Inbox

Collaborate with your team by handling all customer conversations in a single dashboard using WhatsApp shared-team inbox.

Learn more

WhatsApp Interactive

Engage customers with interactive buttons, lists and reply options that make conversations faster, easier, and actionable.

Learn more

WhatsApp Catalog

Display your products or services in the WhatsApp catalog for customers to effortlessly browse and place orders.

Learn more

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.

Why Use Image

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

  • G2 Logo
    25+ reviews
  • Capterra Logo
    10+ reviews
  • GetApp Logo
    10+ reviews

How Getgabs is Different from Other Business Solution Providers(BSPs)?

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 Industry-wise WhatsApp Use Cases

See how businesses across industries use WhatsApp Business Platform (API).

Education & EdTech

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

Learn more

Banking & Fintech

Enhance service, streamline KYC, improve security using WhatsApp.

Learn more

Healthcare

Book appointments, share health tips, and provide care via WhatsApp.

Learn more

Events & Webinars

Boost registrations, reminders, and feedback effortlessly.

Learn more

Travel & Tourism

Send itineraries, confirmations, and travel alerts instantly.

Learn more

Automotive

Schedule test drives and send service reminders via WhatsApp.

Learn more

Restaurant & Food Business

Manage orders, updates, and customer engagement easily.

Learn more

E-Commerce

Boost sales, order updates, and automated support via WhatsApp.

Learn more

Small & Medium Business

Automate orders, replies, and grow sales directly on WhatsApp.

Learn more

Enterprises

Scale WhatsApp communication with automation and security.

Learn more

Department Wise Uses of WhatsApp Business Platform

See how WhatsApp Business Platform helps businesses boost marketing, streamline sales, and improve customer support.

WhatsApp for Marketing

Reach customers instantly with high-engagement broadcasts and personalized offers.

Learn more

WhatsApp for Sales

Convert chats into sales with automated workflows, lead management, and fast follow-ups.

Learn more

WhatsApp for Support

Provide fast, reliable customer support with instant replies and automated ticket management.

Learn more

Frequently Asked Questions

Answers to all your queries about our Industries.

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.

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.

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.

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.

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.