Transform Your Banking Experience With The Power of WhatsApp

Connect with your customers like never before. Deliver personalized banking services, automate routine tasks, and enhance customer experience with smart WhatsApp marketing and automation solutions designed for your business.

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Trusted By Leading Banking and Finance Businesses

Manage Everything in One Place

Boost customer engagement, increase reservations, and enhance your restaurant’s reputation with our tailored WhatsApp marketing solutions.

Attract

Send targeted messages with relevant financial products and services based on user profiles. Offer financial literacy tips and investment insights to attract new customers. Run promotional campaigns to attract new leads.

Engage

Provide real-time support for account inquiries, issue resolution, and general questions through secure chats. Enable account balance checks, bill payments, and money transfers directly within WhatsApp.

Retain

Anticipate needs and offer personalized financial advice based on customer interactions. Reward active users with exclusive offers and promotions through targeted WhatsApp campaigns.

Attract

Engage

Retain

Anticipate needs and offer personalized financial advice based on customer interactions. Reward active users with exclusive offers and promotions through targeted WhatsApp campaigns.

How AiCubix Can Revolutionize Your Banking and Finance Business

Ensure Faster Lead Conversion with Conversational Commerce

Facilitate seamless real-time interactions with customers through WhatsApp, enabling instant responses and quicker decision-making.
Allow customers to complete transactions directly within WhatsApp, streamlining the purchasing process and reducing drop-off rates.
Use personalized messaging to suggest relevant financial products and services based on customer preferences and behavior, driving higher conversion rates.

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Streamline the Process with Document Collection, KYC, and Form Filling on WhatsApp

Simplify document collection by allowing customers to upload and submit required documents directly through WhatsApp, reducing paperwork and processing time.
Enable customers to complete and submit forms, such as loan applications or account setup, directly on WhatsApp, improving efficiency and reducing friction in the onboarding process.

Improve Post-Purchase Experience with Automation

Send instant order confirmations and status updates, keeping customers informed and satisfied with their purchase journey.
Follow up with personalized messages, such as thank you notes, satisfaction surveys, and exclusive offers, to enhance the post-purchase experience.
Provide ongoing support and assistance via WhatsApp, addressing any post-purchase questions or issues promptly and efficiently.

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Why Use AiCubix for Your Banking and Finance Business

Increase customer satisfaction and retention
Improve operational efficiency and reduce costs
Drive adoption of digital banking services
Enhance brand image and build trust
Gain valuable customer insights for better product development

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Never Miss A Lead with Targeted Follow-Ups and Reminders

Set up automatic follow-up messages to keep clients engaged throughout the buying or selling process.
Send reminders for key dates such as contract signings, property visits, and more.
Maintain a personal touch with customized follow-up messages to your clients.