From chat-based KYC to user onboarding to 24×7 customer support, turn every customer touchpoint into a conversation. Achieve CSAT and conversion rate like you’ve never seen before.
WhatsApp Marketing for Banking and Financial Services
From chat-based KYC to user onboarding to 24×7 customer support, turn every customer touchpoint into a conversation. Achieve CSAT and conversion rate like you’ve never seen before.
TRUSTED BY 500+ GLOBAL BRANDS
TRUSTED BY 500+ GLOBAL BRANDS
Financial Services Marketing Use Cases
Customer Nurturing
Send high engagement campaigns that inform customers and nudge them to conversion. Keep customers informed about their application using campaigns.
Customer Nurturing
Send high engagement campaigns that inform customers and nudge them to conversion. Keep customers informed about their application using campaigns.
Chat-based eKYC
Create mobile optimized KYC chatbots that collect documents and details from customers. Send timely reminders and updates about their application to speed up the process.
Chat-based eKYC
Create mobile optimized KYC chatbots that collect documents and details from customers. Send timely reminders and updates about their application to speed up the process.
User Onboarding
Create onboarding chatbots that collect necessary details and documents from prospects and customers. Create high-engagement campaigns that educate customers about their benefits.
User Onboarding
Create onboarding chatbots that collect necessary details and documents from prospects and customers. Create high-engagement campaigns that educate customers about their benefits.
Financial Services Customer Support Use Cases
Virtual Relationship Manager
Build a virtual relationship manager on WhatsApp that gives customers instant access to the answers 27x7x365. Send hyper-personalized finance tips and suggestions to help customers get the most out your products.
Virtual Relationship Manager
Build a virtual relationship manager on WhatsApp that gives customers instant access to the answers 27x7x365. Send hyper-personalized finance tips and suggestions to help customers get the most out your products.
EMI & Payment Reminders
Use WhatsApp ongoing campaigns to automatically trigger EMI & payment reminders to customers at just the right time. Increase on-time payments and deliver a better customer experience.
EMI & Payment Reminders
Use WhatsApp ongoing campaigns to automatically trigger EMI & payment reminders to customers at just the right time. Increase on-time payments and deliver a better customer experience.
Product Upsells
Operationalize your customer data by automatically triggering ongoing campaigns when customers become eligible for card upgrades, discounted loan rates and more. Deliver a better customer experience while supercharging upsells and cross-sells.
Product Upsells
Operationalize your customer data by automatically triggering ongoing campaigns when customers become eligible for card upgrades, discounted loan rates and more. Deliver a better customer experience while supercharging upsells and cross-sells.
Customer Service Helpdesk
Address customer service requests through a WhatsApp helpdesk powered by Conversation Automation. Send timely updates on tickets using WhatsApp Ongoing Campaigns.
Customer Service Helpdesk
Address customer service requests through a WhatsApp helpdesk powered by Conversation Automation. Send timely updates on tickets using WhatsApp Ongoing Campaigns.
Why customers love Tars ❤️
How Big Bazaar Revolutionized Retail Marketing With WhatsApp Automation
How Nestle Automated 1000s of Diwali Marketing Messages Using A WhatsApp Chatbot
What our customers say
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— Jacob Derauf, Branch Marketing Director, Summit Mortgage
Tars has been great for helping me take a conversational approach to my mortgage lead generation. Using a full 1003 or generic landing page for lead generation can’t be compared with having a conversation with a prospective homebuyer on their mortgage needs 24/7. The platform is extremely powerful as well as flexible, so you can create any type of chatbot you can dream of and if you are stuck in the planning stage Tars templates give you a great jumping-off point.