Financial Services Usecases on WhatsApp

Use this article to realize the full potential of the WhatsApp Business Platform for the financial industry. Read on to uncover recommended use cases, best practices, and benefits you can achieve. Conversation-based customer service for financial consumers, powered by the WhatsApp Business Platform, helps banks, credit providers, and fintechs give users an easier way to access financial services.

Biggest Advantage? WhatsApp enables you to provide self-service and care right where your customers are – on their mobile phones – without the need to download an app. Unlike SMS, the WhatsApp Business Platform features encryption and two-step verification. It also works with businesses to help them remain compliant to regulations. This enables businesses to have secure conversations with their customers across the customer journey, from initial discovery through post-purchase support.

Engage customers at every stage of the journey,

  • Research. Give customers all the information they need to make smarter financial decisions, like comparing interest rates and cash-back bonuses
  • Transactions. Help customers manage their everyday financial needs and get access to new financial services
  • Support. Every support request is an opportunity to strengthen your customer relationships by providing fast, helpful service

Resarch Examples,

  • Find a branch or ATM
  • Make an appointment with a financial advisor
  • Review interest rates
  • Research loan requirements
  • Research checking and savings account options
  • Inquire about fees

Transactions Examples,

  • Open an account
  • Apply for credit
  • Pay a bill
  • Make a loan payment
  • Check account balance
  • Transfer funds

Customer Support Examples,

  • Change a password
  • Update contact information
  • Change payment details
  • Submit a complaint
  • Connect with the right department
  • Report fraud
  • Report a lost or stolen card
  • Place a travel alert

An example screenshot,

Detailed ebook (45 pages),


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Want to know more examples of ecommerce for your business & industry? please contact us & we'll setup a customized demo & session with you. There are plenty of usecases on how you can provide your customers a most easy to use platform to do commerce transactions from WhatsApp.