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FINANCE

WhatsApp Solutions For The Finance Industry

Easily converse with clients via their chosen platform whilst adhering to regulatory requirements and ensuring communications are automatically tracked.

WHATSAPP MESSAGING
Connect Better With Your Customers Using WhatsApp.
  • Give your customers more choice and control by offering your customers their preferred method of communication, processes will run smoother and your level of service will be enhanced.
  • Provide a personal service that mimics personal life by conversing with customers using WhatsApp, the conversation becomes effortless and the foundations for developing a good relationship are already in place.
  • Ensure compliance and GDPR via WhatsApp by ensuring consent is captured, conversations are recorded and CRM systems are instantly updated.
  • Attract customers and stand out from your competitors Businesses that are easy to connect and engage with will inevitably attract more customers.
  • Receive faster responses when contacted via a familiar method of communication, people are much more likely to respond quickly, avoiding wasted time repeatedly chasing or playing telephone tag.​
  • Securely share documents when you hit those critical milestones in the sales or service process, you can avoid unnecessary delays through securely sharing documents via WhatsApp.​
LEAD2WHATSAPP
Automate Your Lead Opportunities And Save Time
  • Convert third party website lead opportunities to instant WhatsApp conversations.
  • Pre-qualify leads and automate conversations within WhatsApp and prompt customers to define their query and provide initial information in order to pre-qualify leads and assign them accordingly.
  • Use automated chatbots to interact with customers via a website chat interface and efficiently handle queries that don’t require human interaction.
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VOICE2WHATSAPP
No More Missed Phone Callers And Annoying Telephone Tags
  • Unanswered phone calls can automatically be turned into WhatsApp chats in order to seamlessly begin the customer journey, rather than lose them completely.
  • Use automation bots to keep qualified leads engaged until you are available to communicate with your leads.
  • Prevent losing potential leads by giving instant responses and grow strong relationships.
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"I’m finding the solution absolutely brilliant. It makes such a difference not having to constantly switch between a personal phone and a work phone. I now just carry around one handset and easily switch to the business number when I need to."
WHATSAPP MARKETING
Promote Your Services To New And Old Clients With WhatsApp Marketing
  • Broadcast updates to 100's of contacts in a few clicks and target the right audience.
  • Market new and existing services to clients in WhatsApp instantly using the inbuilt CRM.
  • Take advantage of the 7x greater read & open rates in comparison to standard emails and boost sales opportunities.
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TEAM COLLABORATION
Keep Track Of All Your Conversations In One Place
  • Promote collaborative working with shared inboxes which allows teams to work better together, quickly handling queries and assigning responsibilities.
  • Manage incoming traffic more effectively by implementing a shared WhatsApp inbox for greater team visibility to enable smart collaboration and a better service provision.
  • Gain visibility of company communications by utilising tools to monitor communications and view reports & analytics to review individual/team performance.
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77%

Expect higher digital customer service today then 12 months ago

56%

Would  choose a business using WhatsApp Business over a competitor whodoesn’t

57%

Stopped doing business with a brand due to apoor digital experience

LEAD GENERATION
Direct all your marketing channels  with WhatsApp Integration
  • Encourage more connections and allow customers to easily submit quick enquiries and initiate messaging chats via websites or QR codes.
  • Direct leads from social media and targeted paid advertisements to the intended sales representative.
  • Capitalize on high-interest prospects from 3rd party marketplace with integrated WhatsApp functionality.
  • Support your teams with a solution which conveniently enables employees to use a business solution from their own handset whilst keeping business and pleasure separate.
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Our Clients Are Currently Benefiting From:
WhatsApp Business API

Communicating with customers using the world’s most popular messaging app.

Team Inbox For WhatsApp

Using one WhatsApp number and unlimited team members who access a shared inbox to collectively manage conversations.

Bots & Automation

Using our platforms to streamline workflows & improve efficiencies.

We highly recommend getting in touch with us for an open, honest and easy to understand conversation. We’ll get to know your business then explain the options available to successfully tackle the challenges you’re facing. There’s no obligation to take your journey further although we think you’ll definitely want to!