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Financial Services Solutions

Secure Banking withWhatsApp for Finance

Increase engagement by 65% with secure transaction alerts, instant support, and automated financial workflows on WhatsApp.

65%
Higher Engagement
100%
Secure
Banking app showing secure transaction alerts on WhatsApp

Trusted by Leading Financial Institutions

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Secure transaction notifications on WhatsApp
Transaction Alerts

Real-Time Account Notifications

Send instant, secure alerts for transactions, balance updates, payments, and account activities — with 98% open rates.

Instant Alerts

Real-time notifications for deposits, withdrawals, transfers, and more.

Fraud Detection

Instant suspicious activity alerts with verification options.

Payment Confirmations

Automated confirmations for payments, bills, and transfers.

Customer Onboarding

Streamlined KYC & Account Opening

Reduce onboarding time by 70% with automated KYC verification, document collection, and instant account creation workflows.

Digital KYC

Guide customers through secure document submission & identity checks.

Instant Account Setup

Open accounts in minutes with automated workflows and status updates.

Personalized Guidance

AI-powered assistance helps customers complete onboarding smoothly.

Customer completing KYC verification

Complete Financial Messaging Platform

Everything you need for secure, compliant customer communication

Account Alerts

Send real-time notifications for transactions, balances, and account activity

Secure Messaging

End-to-end encrypted communication compliant with financial regulations

Payment Support

Help customers with payments, transfers, and transaction inquiries

Document Sharing

Securely share statements, reports, and financial documents

Customer Onboarding

Streamline KYC verification and account opening processes

Advisory Services

Provide personalized financial advice and investment recommendations

Why Financial Institutions Choose Chati

Join leading banks and financial services using WhatsApp securely

65% Higher Engagement

Increase in customer interaction and satisfaction

50% Faster Resolution

Reduction in average query resolution time

100% Secure

Fully encrypted and regulation-compliant messaging

98% Open Rate

Instant delivery ensures customers see your messages

Financial Services Use Cases

Discover how financial institutions use WhatsApp to serve customers better

Transaction Alerts

Real-time notifications for all account activities

Loan Applications

Guide customers through loan application process

Investment Updates

Share portfolio performance and market insights

Fraud Prevention

Instant alerts for suspicious activities and verification

Customer Support

24/7 automated and live support for banking queries

Payment Reminders

Automated reminders for bills, EMIs, and due dates

Common Questions

Frequently Asked Questions

Everything you need to know about WhatsApp for Finance

Ready to Transform Your Financial Services?

Join leading financial institutions enhancing customer experience with secure WhatsApp messaging