---
title: Finance Customer Support
language: en
page: use-cases/finance-financial-evaluation
url: https://spoki.com/en/use-cases/finance-financial-evaluation
generated_at: 2026-03-19T05:19:19.238Z
format: LLM-friendly Markdown
version: 1.0.0
---

# Finance Customer Support

**Support**

Offer support to clients for questions about products, strategies, and application status via WhatsApp.

## The Challenge

Clients have frequent questions about financial products, performance, and ongoing applications but can't always reach their advisor.

## How It Works on WhatsApp

### Direct Contact

Clients contact support via WhatsApp for any question.

### Automatic Responses

The most frequent questions receive immediate automatic responses.

### Escalation

For complex questions, the chat passes to a dedicated consultant.

### Satisfaction

After resolution, collect feedback on support quality.

## Business Impact

- **+50%** Requests handled
- **-40%** Phone calls
- **5min** Response time
- **+35%** Satisfaction

## Customization Options

Adapt this solution to your service:

- Product info
- Portfolio performance
- Application status
- Required documents
- Deadlines
- Advisor booking

## Example Conversation

**🤝 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]

---

## Ready to Improve Support?

Offer fast and professional assistance.

**Action:** Get Started with Spoki

