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Finance FAQ Automation
Automate responses to frequently asked questions about financial products, procedures, and services.
The Challenge
Advisors always receive the same questions about rates, procedures, documents. This time could be dedicated to consulting.
How It Works on WhatsApp
- Interactive Menu
- The client selects their question category from buttons.
- Automatic Response
- Automation immediately provides the requested information.
- Deep Dive
- For specific questions, they can request to speak with an advisor.
- Lead Capture
- Every interaction can become a business opportunity.
Example Conversation
Business Impact
-70%
Manual requests
24/7
Active support
5s
Response time
+20%
Leads captured
Customization Options
Adapt automation to your services:
- Product info
- Rates and conditions
- Required documents
- Account opening procedures
- Timelines
- Costs and fees
Ready to Automate?
Reduce manual requests by 70%.
