Smart, Secure, and Seamless Customer Service for BFSI
Automate routine queries, streamline applications, and process claims with compliant, AI-powered conversations on WhatsApp.
The Future of Financial Conversations
The BFSI sector demands security, compliance, and convenience. WhatsForm delivers on all fronts, turning complex financial processes into simple, secure, and user-friendly WhatsApp interactions.
BANKING FAQS & TRANSACTIONS
Your Customers' Personal Banking Assistant
Empower customers with a 24/7 AI agent that can handle queries like balance inquiries, transaction history, and password resets after proper OTP authentication. It can also guide them through service requests like ordering a chequebook, all within a secure chat.
- Secure, OTP-authenticated access to account info
- Instant answers to common banking FAQs
- Automated handling of routine service requests
- Reduced wait times and IVR frustration
LOAN & INSURANCE APPLICATIONS
From Inquiry to Pre-Approval in Minutes
Transform lengthy application forms into an interactive conversation. The AI agent can gather applicant details, integrate with APIs for real-time credit score checks, and even provide instant pre-approval, significantly speeding up the process and improving completion rates.
- Conversational data collection for applications
- Real-time eligibility checks with API integration
- Instant pre-approval to keep leads engaged
- Seamless handoff to agents for final verification
CLAIMS & SERVICE REQUESTS
Fast, Empathetic Support When It Matters
Expedite insurance claims by allowing customers to file their first notice of loss via WhatsApp. The AI can collect incident details, request photos of damage, and provide a claim ID instantly. This reduces anxiety for the customer and streamlines the process for the insurer.
- Guided, conversational claims filing process
- In-chat collection of photos and documents
- Instant acknowledgement with a claim reference ID
- Faster and more efficient claims processing
REGULATORY COMPLIANCE & SECURITY
Built for Trust and Accountability
Our platform is designed with the BFSI sector's needs in mind. All interactions are logged for a complete audit trail. We support two-factor authentication, data masking, and encrypted storage to ensure you meet stringent data protection and compliance standards.
- Comprehensive audit trail of all conversations
- Integration with two-factor authentication (2FA)
- Built-in security awareness messages for customers
- Secure handling of sensitive personal data
Tangible Outcomes for Your Institution
Adopting an AI-driven WhatsApp strategy delivers significant improvements in efficiency and customer satisfaction.
Improved Customer Experience
Provide instant, 24/7, and convenient service, eliminating call queues and branch visits for routine tasks.
Massive Cost Savings
Dramatically reduce call center volumes by automating the vast majority of common queries and requests.
Increased Lead Conversion
Make loan and policy applications frictionless and interactive, leading to higher completion and conversion rates.
Enhanced Compliance
Maintain meticulous records of all customer interactions to simplify audits and meet regulatory requirements.
Ready to redefine your customer interactions?
Discover how WhatsForm can provide the secure, efficient, and modern experience your financial customers expect.
Request a Secure DemoReady to Transform Your WhatsApp Business?
Connect today for a personalized demonstration and see how WhatsForm can enhance your business communication.