<?xml version="1.0" encoding="UTF-8"?>
<page lang="en" url="https://spoki.com/en/use-cases/finance-deadline-reminders">
  <meta>
    <title>Contract Expiry</title>
    <page>use-cases/finance-deadline-reminders</page>
    <language>en</language>
    <generated_at>2026-04-18T19:58:09.643Z</generated_at>
    <formats>
      <html>https://spoki.com/en/use-cases/finance-deadline-reminders</html>
      <markdown>https://spoki.com/en/use-cases/finance-deadline-reminders.md</markdown>
      <json>https://spoki.com/en/use-cases/finance-deadline-reminders.json</json>
      <xml>https://spoki.com/en/use-cases/finance-deadline-reminders.xml</xml>
    </formats>
  </meta>
  <sections>
    <section level="1" heading="Contract Expiry">
      <text><![CDATA[**Sales**

Send automatic notifications to clients approaching the expiry of their financial contracts.]]></text>
    </section>
    <section level="2" heading="The Challenge">
      <text><![CDATA[Many contracts expire without clients being contacted in time. This causes loss of renewals and opportunities.]]></text>
    </section>
    <section level="2" heading="How It Works on WhatsApp">
    </section>
    <section level="3" heading="Automatic Alert">
      <text><![CDATA[The system sends a notification 30, 15, and 7 days before expiry.]]></text>
    </section>
    <section level="3" heading="Renewal Proposal">
      <text><![CDATA[Present available renewal or upgrade options.]]></text>
    </section>
    <section level="3" heading="Booking">
      <text><![CDATA[The client can book an appointment to discuss renewal.]]></text>
    </section>
    <section level="3" heading="Confirmation">
      <text><![CDATA[After renewal, send confirmation and new contract documents.]]></text>
    </section>
    <section level="2" heading="Business Impact">
      <text><![CDATA[- **+40%** Renewals
- **98%** Notifications read
- **-30%** Lost contracts
- **24/7** Monitoring]]></text>
    </section>
    <section level="2" heading="Customization Options">
      <text><![CDATA[Adapt this solution to your contracts:

- Insurance policies
- Investment funds
- Loans
- Mortgages
- Deposit accounts
- Premium subscriptions]]></text>
    </section>
    <section level="2" heading="Example Conversation">
      <text><![CDATA[**🤝 BusinessBot** (Online)

**🤖 BusinessBot:** Welcome! 🤝 How can we help your business today?
> 📋 **B2B Services** - Professional solutions for your business
> • [Request a quote]
> • [Schedule consultation]

**👤 Cliente:** I need information about your services

**🤖 BusinessBot:** Of course! 🤝 Here's what we offer:

📊 Consulting Services
🔧 Implementation Support
📈 Growth Strategies
🎓 Training Programs

Which area interests you most?
> • [Consulting Services]

---]]></text>
    </section>
    <section level="2" heading="Ready to Never Miss Renewals?">
      <text><![CDATA[Automate expiry notifications.

**Action:** Get Started with Spoki]]></text>
    </section>
  </sections>
</page>