How to Double Your Revenue with WhatsApp and Spoki in Financial Consulting: The Case of San Giovanni Srls

Content
Context
San Giovanni Srls is the leading Italian company in econometric evaluations for banking activity control, renowned for the quality and professionalism of its services in the financial consulting sector. To optimize its communication strategy and enhance the customer experience throughout the client journey, the company adopted Spoki, integrating WhatsApp as the main contact channel.
Case Study
The implementation of Spoki’s APIs allowed San Giovanni Srls to create personalized messages and send them via WhatsApp, effectively integrating this new channel into their communication flows. This initiative led to a significant improvement in contact management and the prospect nurturing process. Additionally, it enabled the automation of informative communications, reminders, and more efficient management of abandoned carts.

Initial Objectives
The goal of San Giovanni Srls was to drive business evolution and facilitate fundamental operations such as: identifying customer requests, segmenting the audience, managing clients in a short time, and sending relevant information based on interest. With Spoki and WhatsApp, San Giovanni Srls managed to handle large volumes of contacts, improving their quality and management throughout the client journey.
Implementation and Integration
The integration of Spoki was a quick and easy process, allowing San Giovanni Srls to seamlessly incorporate WhatsApp into its tech stack. By using custom templates on Spoki and sending messages via custom code, the company was able to communicate more directly and effectively with its clients, significantly improving engagement and sales results.
Results Obtained
The results achieved by San Giovanni Srls after adopting Spoki were significant:
- The message read rate on WhatsApp is 73%, significantly higher than email marketing open rates.
- The WhatsApp message engagement rate was 11%, well above email marketing engagement rates;
- 100% increase in revenue in the first year and greater customer satisfaction.

Conclusion
San Giovanni Srls recorded a significant improvement in its communication and sales processes thanks to the adoption of Spoki for automated WhatsApp messaging. This initiative not only optimized the customer experience throughout their decision-making journey but also strengthened the company’s reputation in the financial consulting sector. It is a new example of the flexibility and cross-sector applicability of WhatsApp with Spoki as a solution.
CREDITS
Company: San Giovanni SRLS
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