Serve Your Customers Where They Already Are — WhatsApp
From loan applications to EMI collections — financial services customers expect fast, convenient support. WADesk gives your team a compliant, organized WhatsApp helpdesk to deliver exactly that.
Finance & NBFC Use Cases for WADesk
Loan Application Support
Guide customers through loan applications, answer eligibility questions, and collect documents all via WhatsApp conversations.
KYC Document Collection
Request and receive Aadhaar, PAN, income proof, and other KYC documents via WhatsApp. Faster than email or physical submission.
EMI Reminders
Send automated EMI due date reminders via WhatsApp. 3–5 days before due date. Higher open rates mean fewer missed payments.
Fraud Alert Notifications
Send instant WhatsApp alerts for suspicious transactions. Customers can confirm or flag the transaction with a single reply.
Account & Statement Queries
Handle account balance queries, statement requests, and interest certificate downloads — all through WhatsApp without calling a call center.
Customer Onboarding
Walk new customers through product activation, first transaction, and feature discovery via guided WhatsApp conversations.
Modern Financial Services Runs on WhatsApp
Join forward-thinking NBFCs and fintech companies using WADesk. Start your free trial today.