Finance & Insurance Solution

Simplify Customer Enquiries and Advisor Appointments with WhatsApp & AI

Handle routine product enquiries, collect appointment requests and send reminders through workflows configured for your business, all from one platform.

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Customer enquiries and advisor appointments on WhatsApp for finance and insurance

Built for banks, insurers, advisors and finance teams

Trusted by 2000+ businesses

3 Square Marketing
Accurate Ampere
Achivia
Beyond Seen
Bharat Marble Company
DigiVeritaz
Divine Talk
ELT Corporate
Inflyix
Kamkus College of Law
Keddy Edtech
Laxsho
IHM Rohtak
Mythri Tours and Travels
Nubra
Prochem
Reverse Thought Studio
Simple Energy
The Cure Cabin
3 Square Marketing
Accurate Ampere
Achivia
Beyond Seen
Bharat Marble Company
DigiVeritaz
Divine Talk
ELT Corporate
Inflyix
Kamkus College of Law
Keddy Edtech
Laxsho
IHM Rohtak
Mythri Tours and Travels
Nubra
Prochem
Reverse Thought Studio
Simple Energy
The Cure Cabin

Main Features

One platform to manage customer enquiries, appointment requests and follow-ups.

Routine Product Enquiries

Let AI answer common questions using the information you approve, so your team can focus on conversations that need a person.

Answers based on your approved content

Advisor Appointment Requests

Collect appointment and callback requests in chat with the customer's name and preferred time, and pass them to your advisors.

Requests captured in one place

Configured Reminders

Send appointment confirmations and reminders on WhatsApp through workflows set up to match your processes.

Confirmation and reminder messages

One Inbox for Customer Conversations

See WhatsApp, Instagram and website chat enquiries in one shared inbox with full conversation history.

Assign chats to the right team member

WhatsApp Use Cases for Finance & Insurance

Key workflows to make customer communication simpler for your team.

#1

Turn Campaign Ads into WhatsApp Conversations

Send people from Facebook and Instagram ads straight into a WhatsApp chat with your team. Capture their name and number, and let AI start the conversation.

  • ✓Enquiry details synced to your CRM
  • ✓Instant first reply, even after hours
Start with Click to WhatsApp Ads
Ad

Instagram Campaign Ad

Click to WhatsApp

"Hi! I saw your ad. Can someone explain the plan options?"
✓ Enquiry Captured
#2

Answer Routine Questions and Collect Requests

AI shares the general information you have approved, asks for the details your advisor needs, and hands over to your team.

  • ✓Details captured before handoff
  • ✓Smooth AI-to-human handoff
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9:41
●●●

Your Advisory Team

Online

Hello! What would you like to know about, and what time suits you for a call with an advisor?

10:15

Advisor Callback Request

Sample request

Confirm Request →
Type a message
#3

Send Confirmations and Reminders

Confirm advisor appointments in chat and send configured reminders before the call or visit.

  • ✓Automatic confirmation message
  • ✓Configured reminder before the appointment
Explore Reminders
✓

Appointment Confirmed

Tomorrow, 4:00 PM

Topic:General Enquiry
Status:Confirmed
#4

Manage Customer Conversations in One Inbox

See every enquiry and its status in one place. AI handles the repeat questions and your team takes over the rest.

  • ✓Enquiry status at a glance
  • ✓Assign chats to the right team member
Set Up Your Inbox

Customer Inbox

3 open chats

WhatsApp · Arjun

2m

Can an advisor call me tomorrow?

Callback requested

Instagram · Neelam

6m

Where can I read about the plan options?

AI shared general info

Website · Sameer

12m

I want to speak to someone about my policy.

Assigned to Advisor

Make Customer Enquiries and Appointments Easier

Handle enquiries, appointment requests and reminders from one platform.

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  • No credit card needed
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