Finance & Insurance

Automate

Banking Operations

on WhatsApp

Deliver instant transaction alerts, collect KYC documents, and reduce EMI delays using official WhatsApp API workflows.

Secure & Compliant with Banking Standards

Finance Hero Illustration

Account Balance

₹2,48,500.00

Bank Alert • Now

✅ ₹15,000 debited from A/C XXXX4521. UPI Ref: 3847291. If not done by you, reply BLOCK

🔐 Your OTP for transaction

Expires in 05:00 • Do not share

98%+

Message Open Rate

Faster Case Resolution

30%+

Loan Lead Advance

50%+

Better Collections

Solutions Funnel

Smarter

Engagement

Automate complex banking workflows with speed and absolute security.

01 / Solutions Funnel

Real-time notifications

Send instant transaction alerts, balance updates, and security notifications directly to customers on WhatsApp. Proactive communication reduces customer confusion and significantly cuts down inbound support tickets.

✓ Instant delivery
✓ Secure encryption

9:41

HDFC Bank

Official

💳 Txn Alert: ₹8,500 debited at Amazon. Available balance: ₹2,40,000

10:24 AM ✓✓

📈 Your FD of ₹50,000 matures tomorrow. Reply RENEW to continue

11:02 AM ✓✓

⚡ Instant

Verify your OTP

Resend OTP in 04:32

02 / Solutions Funnel

Secure OTP verification

Authenticate users quickly with reliable One-Time Passwords delivered to a trusted channel. Enhance security protocols to prevent fraud while ensuring a seamless and fast login experience.

✓ Instant delivery
✓ Secure encryption

03 / Solutions Funnel

Automated EMI reminders

Trigger timely payment nudges before due dates to keep customers on track with their repayment schedules. Improve collection rates and cash flow efficiency while maintaining positive customer relationships.

✓ Instant delivery
✓ Secure encryption

SBI

SBI Bank

Verified

⏰ Your EMI of ₹12,500 is due in 3 days. Pay now to avoid late fee!

Loan A/C: XXXX8821
Due Date: 15th Dec

KYC Document Upload

Aadhaar Card Uploaded

PAN Card Uploaded

Bank Statement Pending

04 / Solutions Funnel

KYC & Document Collection

Collect Aadhaar, PAN, bank statements, and other KYC documents directly over WhatsApp. Automate verification nudges and reduce processing time by 70%.

✓ Instant delivery
✓ Secure encryption

Enterprise Suite

Built

for Financial Scale

Modernize your customer touchpoints with speed and trust.

Design onboarding flows without code

Create customer journeys like loan enquiry using a visual builder.

User sends "LOAN"

Bot collects details

Lead sent to CRM

Build no-code WhatsApp Flows in minutes

Send personalized campaigns at scale

Broadcast renewal offers and pre-approved loan updates.

Campaign Live

12.4k

Sent

98%

Opened

34%

Clicked

Pre-approved loan offer: Up to ₹5 Lakhs at 9.5% p.a. Apply now!

Broadcast updates without risk

Instant Fraud Alerts

Real-time suspicious transaction notifications with one-tap block option.

Zero fraud tolerance

Policy Renewals

Automated insurance renewal reminders with one-click payment links.

50% better retention

Loan Disbursement Alerts

Instant notifications for loan approvals, disbursements, and repayment schedules.

30%+ loan conversions

VRTICK