Service customers on WhatsApp, securely and at scale
Deflect account and statement FAQs, handle payment and servicing queries, collect KYC documents, and send alerts, on the official WhatsApp Business API your customers already trust.
Most queries don’t need a call
Balances, statements, payments and KYC are routine. WhatsApp handles them securely so officers focus on real cases.
The usual way
- Support lines jammed with FAQs.
- Statement and payment queries on hold.
- Application status chased by phone.
- KYC documents hard to collect.
With WA Desk
- Deflect balance and statement FAQs.
- Payment and servicing queries in chat.
- Application and KYC updates.
- Secure, on the official API.
Servicing and support, on WhatsApp
The everyday requests, handled securely.
Account & statement FAQs
Auto-answer balance, statement and account questions.
Payments & reminders
Send dues, reminders and payment links in chat.
Application & onboarding
Guide new customers through applications step by step.
KYC document collection
Collect and verify documents securely in one thread.
Service requests
Handle card, account and service requests with ownership.
Alerts & updates
Send transaction and policy alerts on a channel they read.
Servicing every customer on WhatsApp
From a quick balance check to a full onboarding.
Answer the routine instantly
Let customers check balances, statements and account questions through secure automations, so the call centre only handles cases that need a person.
- Balance, statement and account FAQs, 24/7.
- Fewer routine calls for officers.
Resolve requests with ownership
Route payment, card and service requests to an officer in a shared inbox, with SLAs so nothing waits and every case has a clear owner.
- Service requests routed to an officer.
- SLAs and ownership on every case.
Applications and KYC, simplified
Guide new customers through applications and collect KYC documents securely in the chat, so onboarding finishes faster with less drop-off.
- Step-by-step application guidance.
- Secure KYC document collection.
Keep customers in the know
Send payment reminders, transaction and policy alerts on the channel customers actually read, so dues are paid on time and nothing is missed.
- Payment reminders and dues.
- Transaction and policy alerts.
The WA Desk features behind it
Secure servicing, built on the official API.
Finance questions
What banks, NBFCs and fintechs ask before moving to WhatsApp.
Explore more: Automations · SLA management · Pricing · Ask us in a demo
Service customers securely, at scale
See WA Desk for finance live, and we’ll help you get set up on your number.