Secure, compliant, and trusted WhatsApp solutions for banks, insurance companies, and fintech platforms. Automate customer communications while maintaining the highest security standards.
Enterprise-grade WhatsApp solutions designed for financial services
Real-time transaction alerts
Send instant, secure notifications for transactions, account activities, payment confirmations, and fund transfers. Keep customers informed with end-to-end encrypted messaging.
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Automated claim workflows
Streamline insurance claims with automated WhatsApp workflows. Guide customers through claim submission, document collection, and status updates seamlessly.
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Streamlined lending process
Reduce loan application drop-offs by 45-60%. Guide applicants through document submission, verification, and approval processes via WhatsApp chatbots.
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AI-powered assistance
Provide round-the-clock customer support with intelligent chatbots and seamless handoff to live agents. Handle account inquiries, balance checks, and service requests instantly.
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Built for financial institutions with the highest security standards
All messages are secured with WhatsApp's military-grade encryption, ensuring customer data privacy and regulatory compliance.
GDPR, PCI DSS, and SOC 2 compliant platform designed to meet financial industry regulations and audit requirements.
Enhance account security with WhatsApp-based 2FA, providing customers with secure and convenient authentication.
Real-world applications transforming financial services
With CampaigningTool's WhatsApp Business API, financial institutions can send real-time updates on transactions—like payment confirmations, fund transfers, and account activities. Customers receive timely notifications, ensuring they're always up to date with their financial status.
Leverage WhatsApp's secure platform to send two-factor authentication (2FA) messages, ensuring customers can access their accounts quickly and safely. CampaigningTool enables banks to deliver this added layer of security without compromising on convenience.
Send automated WhatsApp reminders to customers for bill payments, loan EMIs, and policy renewals. With CampaigningTool, you can keep clients informed, minimize missed deadlines, and boost payment completion rates—ensuring a smoother financial journey for every customer.
Leverage WhatsApp's 98% message open rate and 45–60% click-through rate to send personalized loan and insurance offers directly to your customers. With CampaigningTool, engage your audience where they're most active and boost conversions through targeted, timely notifications.
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Real metrics from our finance and insurance clients
Join leading banks and insurance companies using CampaigningTool to deliver secure, compliant, and engaging customer experiences through WhatsApp.
SOC2 Type 2 Certified
HIPAA Compliant