Compliant, trusted communication for financial institutions
Send due date reminders, schedule branch appointments, notify customers of service status, and guide KYC completion—safely, reliably, and without collecting sensitive credentials.
Hello, I received a notice regarding my upcoming loan EMI. Could you confirm the due date?
09:30 AMGood morning! Your upcoming loan EMI of ₹14,250 is scheduled for payment on 5th November.
09:31 AMCan I pay it online now?
09:32 AMYes! You can complete your EMI payment via our verified portal here: https://bank.demo/pay-emi. Please note: we never request your OTP or PIN.
09:32 AMA shared WhatsApp inbox built for Banking & Fintech teams
Every customer conversation in one place. Collaborate with colleagues, assign tickets, and trigger instant automations.
Yes! You can complete your EMI payment via our verified portal here: https://bank.demo/pay-emi. Please note: we never request your OTP or PIN.
Can you share pricing and timing details?
Confirmed scheduled booking for tomorrow.
Hello, I received a notice regarding my upcoming loan EMI. Could you confirm the due date?
09:30 AMGood morning! Your upcoming loan EMI of ₹14,250 is scheduled for payment on 5th November.
09:31 AMCan I pay it online now?
09:32 AMYes! You can complete your EMI payment via our verified portal here: https://bank.demo/pay-emi. Please note: we never request your OTP or PIN.
09:32 AMVerified Green Badge
Build institutional trust with official Meta business verification and security standards.
Zero Sensitive Data Exposure
Guardrails ensure OTPs, CVVs, and passwords are never solicited or stored over chat.
Core Banking API Ready
Connect with internal loan management and core banking systems via secure REST webhooks.
Two-Tier Agent Permissions
Audit logs, role-based visibility, and restricted data exports for security compliance.
How Banking & Fintech teams use Konverse
Explore four concrete customer communication workflows designed specifically for banking & fintech.
EMI & Due Date Reminders
Help borrowers avoid late fees with automated, polite payment reminders delivered to their WhatsApp.
Branch Appointment Scheduling
Allow high-net-worth and retail clients to reserve priority branch visits and wealth manager consultations.
KYC Document Completion Guides
Provide clear step-by-step guidance on required KYC papers without handling unencrypted card numbers.
Account & Application Status
Update applicants on loan underwriting stages, card dispatches, and verification milestones in real time.
Get up and running in three simple steps
No complicated developer setup or weeks of training. Connect your business number and launch today.
Integrate Secure API Webhooks
Connect your core banking or CRM engine via authenticated REST API endpoints.
Submit Meta Utility Templates
Deploy pre-approved transactional templates for due reminders and status notices.
Enable Role-Based Inboxes
Grant relationship managers access with audit logging and sensitive field masking.
Everything you need to scale banking & fintech operations
Replace fragmented tools with a centralized CRM engine engineered on the official Meta WhatsApp Cloud API infrastructure.
Explore full product featuresAutomated EMI Payment Notices
Send scheduled alerts prior to due dates with direct links to verified payment gateways.
Priority Branch Booking
Schedule branch appointments synced with wealth managers' calendars.
Application Underwriting Alerts
Keep applicants informed of approval stages, document requests, and disbursals.
Service Downtime & Maintenance Notices
Proactively inform customers about planned netbanking maintenance windows.
Strict Compliance Guardrails
Automatic redaction of sensitive payment patterns to adhere to regulatory guidelines.
Templates and flows you can set up
Illustrative message templates and visual bot flows ready to import into your account.
EMI Reminder Sequence
Trigger: Core Banking Due Trigger (T-3 Days)Branch Booking Flow
Trigger: Client Requests MeetingDesigned for visual excellence in Banking & Fintech
Recommended integrations for Banking & Fintech
WhatsApp Cloud API
Official Meta WhatsApp Cloud API infrastructure for messaging and automations.
Razorpay Payment Gateway
Accept customer payments directly at checkout via UPI, cards and netbanking.
REST API
Build custom integrations with the platform's REST API.
Google Calendar
Sync business appointments, meetings and schedules in real time.
Frequently asked questions
Everything you need to know about using Konverse for banking & fintech.
Yes, when conducted via the official Meta WhatsApp Cloud API with pre-approved utility templates and verified business identification.
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Empower your banking & fintech team on WhatsApp
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