Revolutionize Financial Services with WhatsApp Business API
Empower banks, fintech companies, and insurance providers to deliver real-time updates, enhance data security, and provide exceptional customer experiences—all on WhatsApp.
Features for Financial Institutions
Everything you need to deliver secure, compliant, and exceptional financial services through WhatsApp
Timely Customer Notifications
Send instant updates for transactions, fund transfers, payment receipts, and account activities to keep customers informed and reassured.
Contact Masking for Privacy
Protect sensitive customer data with advanced contact masking. Ensure secure communication while maintaining compliance with GDPR and ISO27001.
Payment & EMI Reminders
Reduce late payments, missed EMIs, and lapsed policies with automated WhatsApp reminders for bills, loans, and renewals.
Secure Authentication (OTP)
Simplify login processes and protect user accounts with WhatsApp OTPs and two-factor authentication backed by end-to-end encryption.
Centralized Customer Support
Manage customer inquiries from multiple agents through a unified inbox, providing consistent and professional assistance across the board.
Seamless CRM Integration
Integrate easily with CRM and ERP tools, allowing you to track customer interactions and manage campaigns effortlessly.
Finance Use Cases
Discover how financial institutions use WhatsApp to serve customers better
Real-Time Transaction Alerts
Notify customers instantly about deposits, withdrawals, fund transfers, and account changes to ensure they stay updated about their finances.
Example: "Your account has been credited with ₹50,000. Current balance: ₹1,25,000. If not initiated by you, call us immediately."
WhatsApp OTPs for Security
Enable secure account access and transaction approvals with one-tap OTP verification, leveraging WhatsApp's robust encryption to build trust.
Example: "Your OTP for transaction of ₹10,000 is 847293. Valid for 5 minutes. Do not share with anyone."
Loan & Payment Reminders
Proactively remind customers of loan EMIs, credit card payments, and policy due dates. Automating reminders ensures higher compliance and reduces missed payments.
Example: "Reminder: Your EMI of ₹15,000 is due on 15th Dec. Click here to pay now and avoid late fees."
Tailored Financial Offers
Promote loans, credit cards, and insurance offers to your audience with hyper-personalized messages that achieve industry-leading open rates.
Example: "Exclusive for you! Pre-approved personal loan up to ₹5 Lakhs at 10.5% p.a. Apply now on WhatsApp."
24/7 Customer Support
Deploy AI chatbots and live agents to handle queries anytime. Provide premium support, resolve issues faster, and enhance customer satisfaction.
Example: Customer asks about account balance at midnight and receives instant response via chatbot with current balance and recent transactions.
Centralized Team Communication
Empower your team to manage customer conversations seamlessly, maintaining consistency and professionalism across every interaction.
Example: Multiple agents handle customer queries through a unified inbox with conversation history and context available instantly.
Why Financial Institutions Choose Convora
Contact Masking for Privacy
Secure personal information by masking contact details during communications, ensuring customer trust.
Unlimited Broadcasts
Send promotional updates and announcements to your audience without worrying about extra costs or blocks.
No-Code Chatbot Builder
Quickly build intuitive chatbot workflows to guide customers, answer queries, and automate interactions.
Affordable Pricing
Starting at just ₹999/month, Convora offers unbeatable value for financial institutions of all sizes.
Seamless Integration
Platform integrates easily with CRM and ERP tools, allowing you to track customer interactions effortlessly.
24/7 Support
Round-the-clock support to help you succeed with your financial communication needs.
Trusted by Financial Leaders
"Convora's WhatsApp OTP feature has reduced our verification time by 70% and improved customer trust significantly."
"Our loan EMI collection improved by 35% after implementing automated payment reminders through Convora."
"The contact masking feature gives our customers peace of mind. Compliance with GDPR and data protection has never been easier."
Take Your Financial Services to the Next Level
Leverage Convora to transform how your financial institution communicates. Whether you're improving security, enhancing engagement, or streamlining operations, Convora has the tools you need to succeed.
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