Industry
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Finance & BFSI automation on WhatsApp & Instagram
Official WhatsApp Business API + Instagram messaging — designed for finance & bfsi teams that need speed, compliance and a shared inbox.
WhatsApp & Instagram use cases
Lead qualification for loans/cards
EMI and due-date utility messages
Document collection via chat
Instagram ads → relationship manager
Compliant template-first outreach
Automation flow
Customer reaches you (WhatsApp / Instagram)
Finance & BFSI workflow triggers in HelloBotz
Bot qualifies or shares updates
Human agent in shared inbox when needed
CRM stage + analytics updated
Channels that matter for Finance & BFSI
WhatsApp for high-intent conversations. Instagram for discovery and DMs. One HelloBotz inbox for both.
