Industry

WhatsApp for banks and insurers

Financial messaging is judged on two things: whether the customer got it, and whether you can prove what you sent and that they agreed to receive it.

What goes wrong today

SMS costs rise while open rates fall

One-time codes and statements sent by SMS are expensive and increasingly ignored.

Consent is undocumented

Marketing goes out with no record of who opted in, when, or through what — which is the first thing a regulator asks for.

Service enquiries tie up the call centre

Balance, branch hours, claim status and document checklists are asked constantly and answered manually.

How it works

  1. 01

    Notify

    Authentication and utility templates deliver codes, reminders and statements on a channel customers actually read.

  2. 02

    Record

    Every opt-in and opt-out is logged with its source and timestamp, and honoured automatically thereafter.

  3. 03

    Deflect

    A bot answers routine service questions and hands anything sensitive to a named agent.

  4. 04

    Audit

    Who sent what, to whom, and who approved it — retained and searchable.

What you get

  • Authentication and utility templates
  • Consent logging with opt-out handling
  • Multi-agent inbox with internal notes
  • Audit log of staff actions
  • Role-based access control

Questions

Can we send one-time passcodes?

Yes, through Meta-approved authentication templates. Approval is required per template before any are sent.

How is consent handled?

Opt-in is recorded with its source and timestamp, opt-out is honoured automatically, and both are retained as a consent log.

Is customer data kept in the region?

That depends on your deployment. Ask us about data residency before you sign — we would rather answer it precisely than generally.