Deliver Seamless Banking & Finance Experiences with WAPon’s
- Carry out KYC and ID verification securely
- Respond to customer queries 24/7
- Showcase financial offerings via WhatsApp storefront
Leading real estate businesses WAPon
Why WAPon for Banking & Finance
The BFSI sector is increasingly digital, and customers demand convenience and trust. WAPon helps banks, NBFCs, and fintechs enable conversational commerce, reduce drop-offs, and personalize financial journeys via WhatsApp.
Features: Acquire, Convert, Delight, Engage
Acquire
Run click-to-WhatsApp ads to promote banking and financial products. Automate FAQs to resolve queries instantly.
Convert
Streamline KYC, ID, and document verification securely within WhatsApp. Upsell credit cards, loans, and investment products based on customer profiles.
Delight
Provide quick support and automate feedback collection. Build long-term trust with proactive communication.
Engage
Send timely notifications about offers, loyalty points, interest rates, and financial literacy content.
Conversational Commerce for BFSI
- Automate greetings and follow-ups for leads
- Offer guided buying assistance for loans, insurance, and investments
- Share PDFs, videos, and documents securely to aid decision-making
- Reduce customer churn with proactive WhatsApp communication
Post-Onboarding Engagement
- Send recurring payment reminders for EMIs, premiums, and bills
- Notify customers about transfer limits and policy updates
- Assist with account updates, credit card actions, and renewals
- Share e-receipts, e-policies, and invoices securely
Why Choose WAPon for BFSI
- 98% open rates on WhatsApp notifications
- 68% of users find WhatsApp the easiest way to reach businesses
- 3X higher read rates compared to SMS
- +5% engagement uplift across financial journeys
- Banks and financial firms can cut lead costs, increase trust, and deliver superior CX.
Case Study/Testimonial
“WAPon’s conversational automation transformed our customer engagement. From KYC to loan inquiries, everything is now seamless on WhatsApp.” – BFSI Client
- 50% reduction in cost per lead
- 7–8M customers engaged for credit score checks on WhatsApp
- 3X higher read rates vs. SMS campaigns
