Loans, EMIs and service — on WhatsApp
Capture and qualify loan leads, run eligibility checks, collect documents, authenticate with OTP and send EMI reminders and statements — securely on the official WhatsApp Business Platform.
See it live
A banking & nbfc conversation, running end-to-end
Prime Finance
online
↑
Loan conversions
Instant
Eligibility
↓
Missed EMIs
The challenge
Sound familiar?
If any of these hurt, WhatsApp automation with WaZappy is built to fix them.
- ✕Low loan lead conversion
- ✕Manual eligibility & document steps
- ✕Missed EMIs and follow-ups
- ✕High service call volume
Use cases
What you can automate for banking & nbfc
Loan lead & eligibility
Capture leads and run instant eligibility checks with AI.
Document collection
Collect KYC and income proofs in chat; AI reads them.
OTP authentication
Secure OTP verification for applications and logins.
EMI & due reminders
Automated EMI reminders with one-tap payment links.
Balance & statements
Self-service balance, statement and status requests.
Yes — the official Meta Cloud API via WaZappy (a Meta Tech Provider), with strict access controls and OTP authentication templates.
Yes — AI collects details and checks eligibility instantly, routing qualified applicants forward.
Yes — connect your systems via HTTP/webhook nodes to serve balance, statement and status requests in chat.
Yes — scheduled reminders with one-tap payment links reduce missed EMIs.
Yes — collect KYC and income proofs, and use AI vision to read them.
More industries
Explore other industries
Ready to automate banking & nbfc on WhatsApp?
Sign up free, or call our team and we’ll build your first banking & nbfc flow with you.
Ready to put WhatsApp to work?
Start on the free plan, connect your number, and send your first automated reply today. No setup fee, no card.
Free plan · No setup fee · Messages billed by Meta at cost