WhatsApp Solutions for Banking
Deliver secure, instant, and personalized banking services on WhatsApp. Automate inquiries, service requests, and lead generation with conversational AI.
The Future of Digital Banking is Conversational
Meet your customers' expectations for on-demand service by bringing your key banking operations to the world's most popular messaging app.
24/7 CUSTOMER SERVICE
Your Customers' Personal Banking Assistant
Empower customers with a 24/7 AI agent that can handle queries like balance inquiries, transaction history, and service requests after secure OTP authentication. This reduces wait times, deflects calls from your contact center, and improves customer satisfaction.
- 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
LEAD GENERATION & ONBOARDING
Acquire and Onboard New Customers, Faster
Use WhatsApp to capture leads for new products like loans or credit cards. A conversational form can collect initial details, check eligibility in real-time via API, and guide qualified applicants through the initial stages of onboarding.
- Conversational forms for loan and card applications
- Real-time eligibility checks with API integration
- Instant pre-approval to keep leads engaged
- Seamless handoff to agents for final verification
Tangible Outcomes for Your Bank
Massive Cost Savings
Dramatically reduce call center volumes by automating the vast majority of common queries and requests.
Improved Customer Experience
Provide instant, 24/7, and convenient service, eliminating call queues and branch visits for routine tasks.
Increased Lead Conversion
Make loan and policy applications frictionless and interactive, leading to higher completion and conversion rates.
Enhanced Security
Utilize OTP verification and secure data handling to maintain trust and compliance.
Relevant Form Templates
Get started quickly with these pre-built forms. Experience them live on WhatsApp.
Account Opening Request Form (Savings/Current)
Open a new savings or current account with our simple form.
Try on WhatsApp →Customer KYC/Document Upload Form
Complete your KYC process by uploading necessary documents securely.
Try on WhatsApp →Feedback & Service Complaint Form
Provide your valuable feedback or raise a service complaint.
Try on WhatsApp →Ready to redefine your digital banking experience?
Discover how WhatsForm can provide the secure, efficient, and modern service your customers expect.
Book a Banking DemoReady to Transform Your WhatsApp Business?
Connect today for a personalized demonstration and see how WhatsForm can enhance your business communication.