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Take leverage of WhatsApp campaigns & click to WhatsApp ads to increase and attract new users and start their finance journey.
Use customer insights & preferences from previous conversations for targeted outreach.
Observe a solid reduction of upto 60% in support costs with funnel automation by finance chatbots on WhatsApp nd Instagram.
Automate FAQs with chatbots to save your support team from getting flooded with repeat queries.
Sell more financial services like credit & debit cards, filing IPOs, insurance policies and loans with finance chatbots on WhatsApp.
Generate 25% more leads with finance chatbots, with a conversion rate of 66.5%.
Collect real-time feedback in an easy & conversational format on WhatsApp to make your customers feel heard and build brand loyalty.
Generate 25% more leads with WhatsApp outreach and ads, with a conversion rate of 66.5%.
Connect and generate leads on top channels like WhatsApp, Instagram and Facebook with targeted campaigns and social media ads. Start new conversations and engage your leads to understand their financial needs and preferences.
Take leverage of finance chatbots to automate 80% of the financial tasks like onboarding & creating accounts, complete payments, handling refunds, reporting lost cards and many more on WhatsApp. Automate the entire finance funnel from onboarding to money transfers and loop in human agents whenever needed.
Provide a personal financial advisor to your users for tailored financial solutions & recommendations, account updates, tips on financial health and investment strategies. Cross-sell and up-sell to encourage more purchases and upgrade to premium services.
Integrate secure payment gateways, banking, trading and investment platforms with your finance chatbots to let users access to a wide range of financial services and capabilities on WhatsApp. Streamline the entire finance funnel on WhatsApp and let your customers enjoy the seamless experience.
Finance chatbots on WhatsApp prioritize security and employ end-to-end encryption protocols to ensure the safety of your data. We at Kevit.io adhere to stringent privacy policies and industry-standard security measures to protect your customers’ financial information.
Yes, chatbots can engage with potential customers, qualify leads, collect contact information, and provide initial information about financial products or services, effectively supporting lead generation efforts and make them flow till the very last stage of purchasing.
Finance chatbots can provide information on tax filing deadlines, deductions, tax planning strategies, and answer common tax-related questions to assist you in managing your taxes effectively.
Yes, a finance chatbot can connect to a live agent when necessary. While chatbots are designed to handle a wide range of queries, there may be instances where complex or unique situations require human assistance. In such cases, the chatbot can seamlessly escalate the query to a live agent. The live agent can then take over the conversation, provide specialized support, and resolve the issue effectively.
