WhatsApp Solutions for FinTech
Automate user onboarding, streamline KYC collection, and provide instant transaction support with scalable and secure WhatsApp solutions.
Build a Frictionless User Experience
For FinTech companies, user acquisition and retention depend on a seamless, digital-first experience. WhatsApp provides the ultimate low-friction channel to engage and support your users.
USER ONBOARDING & KYC
From Sign-Up to First Transaction in Minutes
Guide new users through a fast and intuitive onboarding process on WhatsApp. Use conversational forms to collect information and securely handle KYC document uploads, dramatically reducing drop-off rates compared to traditional app or web-based flows.
- Conversational onboarding and KYC collection
- Secure, in-chat document submission
- AI-powered data extraction and validation
- Higher user activation and conversion rates
INSTANT TRANSACTION SUPPORT
Your 24/7 AI-Powered Support Agent
Provide instant support for common user queries. An AI agent can handle questions about transaction status, failed payments, or account limits. For complex issues, it can create a support ticket and seamlessly escalate to your human team.
- 24/7 automated support for transaction queries
- Reduced burden on your human support team
- Instant answers that improve user satisfaction
- Intelligent escalation for complex issues
Tangible Outcomes for Your FinTech Platform
Faster User Growth
A frictionless onboarding process on a familiar platform like WhatsApp significantly boosts user acquisition.
Lower Support Costs
Automate the majority of routine support queries, allowing you to scale your user base without scaling your support team.
Increased User Trust
Providing instant, reliable support on a secure channel builds trust and encourages platform usage.
Improved Retention
A smooth onboarding and support experience reduces user frustration and churn.
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 scale your FinTech platform with conversational automation?
Discover how WhatsForm can help you acquire, onboard, and support users more effectively.
Book a FinTech DemoReady to Transform Your WhatsApp Business?
Connect today for a personalized demonstration and see how WhatsForm can enhance your business communication.