Serve the customers who will never download your app.
WhatsApp Banking & Fintech Self-Service
App downloads stall. WhatsApp already has your customer's attention. Balances, alerts, document collection, and application status — with step-up verification before sensitive actions.
Serve the customers who will never download your app.
SunPower Installers
online
Docs in → pre-qualified offer
The problem today
App friction
Unbanked and underbanked users abandon downloads
Document ping-pong
Email attachments delay onboarding
Fraud anxiety
Customers need confirmation before acting on alerts
What we build
- 01Deliver transaction and fraud confirmation alerts
- 02Collect onboarding documents in-thread
- 03Return loan or policy application status
- 04Answer premium and policy FAQs with controlled content
- 05Trigger step-up verification before sensitive actions
- 06Hand off regulated advice to licensed staff
Flow demo
A customer requests a statement, uploads KYC docs in chat, and gets application status without visiting a branch.
SunPower Installers
online
Docs in → pre-qualified offer
Integrations that matter here
- Core banking / loan OS via API
- Document vaults
- OTP / step-up providers
Compliance note
FICA and POPIA context. Bots gather facts; licensed humans make advice and approval decisions.
Pilot note
Start with alerts + status → add document intake → layer step-up verification. Regulated-aware flows: clear handoff, audit trails, and no unsupervised advice.
Frequently asked questions
Is financial advice automated?
No. Flows provide status and document collection. Advice and approvals stay with licensed staff.
How secure is document upload?
Media is stored with access controls and retention rules you configure. Sensitive actions can require step-up checks.
Can we meet FICA collection needs?
WhatsApp is an efficient collection layer. Your compliance team defines acceptable evidence and review SLAs.
What about fraud alerts?
Utility templates notify quickly; confirmation buttons can freeze or escalate per your rules.
Do you store card numbers?
No. Payments stay with your PCI-compliant provider via links or hosted fields.
Can we self-host?
Enterprise / self-hosted options are available for data residency requirements — contact sales.
See this vertical on your number
Book 20 minutes. We'll map your highest-volume intent and show the flow live.