FINANCIAL SERVICES

Transform Retail Banking with WhatsApp

Deliver convenient, secure financial experiences in the messaging channel your customers love and use every day.

Transform Retail Banking with WhatsApp

Deliver banking app features

In the era of digital transformation, WhatsApp is emerging as a way for financial institutions to offer a seamless, secure, and efficient customer experience that makes banking more accessible and convenient, delivering app-like features outside the banking app.

Engagement

Engagement

Enhance customer engagement with timely and personalized communication, while providing rich services and functionality in a familiar channel.

Transactions

Transactions

Secure, convenient digital experiences that cater to the modern banking consumer. From adding beneficiaries to making P2P payments in WhatsApp.

Support

Support

Meaningful 24/7 customer support – through self-service with digital assistants, or real-time live agents. Be available to your customers when they need you.

Convenience, engagement and bank-grade security

From notifications to interactive self-service or live support, Clickatell enables retail banks to deliver seamless financial services and impactful digital engagement and support.

Open an Account
It’s never been easier!

Ensure a seamless start to your customers’ banking journey by enabling instant account creation for netnew customers in messaging channels. Guide customers through the account opening process to get them onboarded quickly and intuitively.

It’s never been easier!
Transfer Funds
Make your money move

Empower customers with effortless fund transfers enabling them to transfer money between their accounts as well as making P2P payments to beneficiaries.

Make your money move
PAY BILLS
Seamless, convenient bill payments

Let customers view, manage, and settle their bills easily while on-the-go. Whether it’s paying for their phone, utilities, or credit card, make bill payments effortless using WhatsApp to deliver a great customer experience.

Seamless, convenient bill payments
Account Services
Manage Your Account with Ease

From checking account balances and adding beneficiaries to updating PINs and blocking lost cards, enable your customers to manage their accounts securely and conveniently.

Manage Your Account with Ease
Customer Support
Keep your customers happy

Make 24/7 customer service never more than a message away. Deliver self-service help anytime, anywhere, with ease, and allow for human agents to pick up in person when they come online.

Keep your customers happy

SCAN TO EXPERIENCE

See Clickatell in Action

Scan the QR code to launch a live retail banking demo on WhatsApp, and see how we're transforming financial services.

Chat Commerce enables Retail Banks to engage customers in ways that are:

Personalized

Personalized

Meaningful communication, tailored to individual customer preferences, to improve customer engagement.

Interactive

Interactive

Let customers ask questions, request information, manage their account, and make payments in- channel.

Secure

Secure

Compliant with global security and privacy regulations to keep your business and your customers safe.

Automated

Automated

Simplify manual processes through integration to the back-end to streamline operations and reduce costs.

We are here to help. Get in touch to find out more.

US consumers want chat banking.

White Paper

Consumers Want to Bank in Chat

With more and more consumers turning to chat to conduct business, what does this mean for organizations looking to grow younger customer segments and reduce service costs?

Read White Paper

Financial Services Content

More to Read

See how to best approach this powerful medium for engaging and transacting with mobile-first customers.