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Clients reach you from ads, links, branches, partners and QR codes.
WhatsApp for finance & insurance
From first enquiry to trusted client action.
Guide clients through onboarding, reminders, verification and support in one WhatsApp conversation - with clear consent, secure links and a shared team workspace.
- Real-time account updates
- Payment and policy reminders
- Human support with full context
One connected journey
From enquiry to renewal, all in WhatsApp.
Clients get timely, useful updates; your team keeps every interaction connected to the right profile and next step.
Enquire
They ask about loans, accounts, insurance cover or eligibility.
Qualify
Collect only the details needed to route the request safely.
Verify
Send secure links or verification prompts before sensitive actions.
Transact
Confirm payments, transfers, appointments and policy updates.
Remind
Nudge clients before EMI dates, bills, renewals and document deadlines.
Support
Escalate complex questions to trained people with full history.
Smarter client guidance
Turn finance questions into clear next steps.
Help clients understand products, eligibility and documents without making them wait on hold or repeat the same information.
- Answer common questions about loans, accounts, claims and policy cover
- Collect consented details through short conversational forms
- Route high-value or sensitive requests to the right advisor
- Keep automated answers limited to approved product and process content
No-code workflow automation
Automate reminders, not judgement.
Build repeatable journeys for updates, reminders and routing while keeping decisions, advice and exceptions with your qualified team.
- Trigger transaction confirmations, document requests and renewal reminders
- Send secure links for statements, claim status and account actions
- Segment journeys by product, branch, advisor, language or lifecycle stage
- Transfer to a person with every answer, tag and consent attached
Shared service inbox
One client thread for branch, sales and service teams.
Advisors, back office, claims and support work from the same WhatsApp history so clients do not explain their case again.
- Assign conversations by product, branch, advisor, priority or language
- Keep internal notes and approvals separate from client messages
- See client stage, product interest and latest action beside the chat
- Escalate sensitive cases without losing context or consent history
Timely, permission-led communication
Keep clients informed before deadlines become problems.
Send relevant service updates, reminders and offers to opted-in clients while respecting preferences, quiet hours and sensitive data boundaries.
Service updates
Transaction alerts
Payment, transfer and account activity confirmations sent in real time.
Document requests
Ask for missing KYC, claim or application documents with clear instructions.
Claim and case status
Notify clients when a status changes and link to the secure record.
Lifecycle nudges
EMI and bill reminders
Reduce missed dates with timely, helpful payment nudges.
Policy renewals
Remind clients before coverage lapses and route renewal questions.
Relevant offers
Share loan, card or insurance offers with the right opted-in segment.
Secure action links
Share updates. Protect financial details.
Use WhatsApp for timely notifications and secure handoffs. Sensitive account, claim and policy details stay behind authenticated links or your own portal.
Statements
Announce that a statement is ready, then link to authenticated access.
Claims
Send claim-status notifications and route questions to the claims team.
Applications
Keep clients updated on submitted loan, card or account applications.
Policies
Share renewal and coverage notices through secure, client-specific links.
- Clients receive clear notifications without exposing sensitive data in chat
- Secure links move high-risk actions to authenticated experiences
- Consent, opt-outs and routing are visible to the team
Client trust by design
Communicate fast without treating trust as an afterthought.
Financial conversations involve money, identity and risk. Keep consent, secure links and human review built into every flow.
- Use secure portal links for statements, claims and account actions
- Message only opted-in clients and respect quiet hours
- Support Arabic, French and English conversations
- Give clients a clear route to a trained person
Verification prompts
Use secure links and OTP-style flows before sensitive actions.
Consent & opt-in
Track the audiences and topics each client agreed to receive.
Quiet hours
Schedule reminders and campaigns for appropriate local times.
Multilingual service
Continue conversations in Arabic, French or English.
Human escalation
Route complaints, advice requests and exceptions to trained teams.
Data minimisation
Ask only for what the next step requires.
Revenue and service analytics
Measure the journey from first message to resolved action.
Track which campaigns, branches and journeys create qualified enquiries, completed payments, renewals and resolved support cases.
Finance performance
6dConversations1,184
+16%
Qualified leads386
+18%
Payments completed292
+11%
Renewals saved128
100%50%0%
MonTueWedThuFriSat
Ads
386 contacts
Branches
241 contacts
Partners
173 contacts
Campaigns
128 contacts
- Funnel from conversation to qualified lead, payment, renewal or resolved case
- Source breakdown shows which channels create valuable clients
- Team dashboards keep advisors, branches and support accountable
Built for financial service teams
Adapt the journey to your product and risk level.
Start with practical finance and insurance workflows, then tailor questions, handoffs, approvals and reporting to your operating model.
Banks & branches
Handle account enquiries, appointment booking and service updates across branches.
Fintech apps
Automate onboarding nudges, verification links and in-app action reminders.
Insurance providers
Manage renewals, claim updates and policy-service conversations.
Loan teams
Qualify applicants, request documents and keep applications moving.
Wealth advisors
Book consultations, share approved updates and keep client follow-up organised.
Brokers & agencies
Capture enquiries, route leads and track client conversations from one number.
Connect your finance stack
Keep leads, client profiles and action events moving between Dealup and the systems your teams already use.
- Send qualified enquiries to your CRM or core workflow tools
- Trigger reminders from billing, policy, claim and application events
- Sync outcomes through APIs, webhooks and internal dashboards
CRMCore bankingPolicy systemBillingWebhooksAPI
Approved flows, clear boundaries
Automate recurring service information from approved sources, then keep advice, credit decisions, complaints and exceptions with qualified people.
- Ground automated answers in approved product and process content
- Do not automate financial advice or eligibility decisions
- Use the Official WhatsApp Business Platform
- Keep opt-out and human support easy to access
FAQ
Common questions
Financial service that starts with a message
Ready to make every client action clearer and easier?
See how Dealup can fit your products, reminders, onboarding, verification flows and service teams.