Account queries, loan applications, KYC collection, and service requests — all handled securely on WhatsApp. Reduce branch visits and IVR frustration with structured, conversational banking.
No credit card required · Setup in 30 minutes
High call volumes, long queues, and slow onboarding erode customer trust and inflate operational costs.
Balance inquiries, statement requests, and transaction disputes flood your IVR. Customers wait 10+ minutes for answers a chatbot could give in seconds.
Web and app forms are long, confusing on mobile, and require documents customers aren't prepared with. Most applications start — few finish.
Branch visits, email chains, and courier documents slow down account opening and loan disbursement. Customers lose patience and go to competitors.
Email campaigns for new products get 15-20% open rates. Mobile app push notifications are dismissed. Banks can't reach their own customers effectively.
Secure, structured, and always available — on the app your customers already use every day.
After OTP authentication, customers access balance info, mini statements, and transaction history via WhatsApp bot. Routine service requests are handled automatically — no IVR, no wait time.
Guide customers through loan or credit card applications via a step-by-step WhatsApp form. Real-time eligibility checks via API keep qualified leads engaged. Incomplete applications get automated follow-up nudges.
Customers submit Aadhaar, PAN, address proof, and selfies directly via WhatsApp — from home, in minutes. No branch visit, no email attachments. Full audit trail maintained for compliance.
Broadcast pre-approved offers, new product launches, and interest rate updates to segmented customer groups on WhatsApp. 85%+ open rates versus 18% on email — your customers actually see your offers.
Secure banking on WhatsApp — from query to resolution.
Customer messages your bank's WhatsApp number. Bot welcomes them and presents options — account service, apply for a product, KYC, or speak to an agent.
For sensitive requests, OTP verification confirms identity before any account information is shared. Secure and compliant by design.
Whether it's a balance check, loan application, or document upload — a guided conversational form collects exactly what's needed. No ambiguity, no missing data.
Customer receives immediate acknowledgement with a reference number. For applications, they get real-time status — pre-approved, under review, or next steps.
Pending applications get automated nudges. KYC completions trigger next steps automatically. Service requests get resolved and confirmations sent — without manual follow-up.
Reduce cost-to-serve while delivering the instant, digital experience modern customers expect.
Automate 60-70% of inbound routine queries. Agents handle complex, high-value interactions — not balance inquiries.
Conversational WhatsApp forms see significantly higher completion rates versus web or app forms for loans and cards.
Digital document collection via WhatsApp cuts KYC completion from days to hours. Fewer drop-offs, faster account activation.
OTP authentication, encrypted data transmission, and audit trails built in. Every interaction is documented and traceable.
Instant responses, 24/7 availability, and no IVR queues. Customers get what they need on the channel they prefer.
Every customer touchpoint — handled securely on WhatsApp.
WhatsApp bot handles the majority of inbound routine queries — balance, statements, and service requests — without agent involvement.
Conversational WhatsApp forms complete 3x faster than web forms with significantly higher submission rates.
Instant response on a familiar channel consistently delivers higher CSAT than IVR or branch visits for routine tasks.
"Our call centre was handling 1,200 balance inquiry calls a day. After deploying WhatsForm's WhatsApp bot, that number dropped to under 400. Staff now focus on loan applications and complex cases. The ROI was clear within the first month."
Head of Digital Banking, Regional Commercial Bank
Join banks and NBFCs using WhatsApp to reduce call centre costs, accelerate onboarding, and deliver 24/7 customer service.
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