FINANCE
Notifications, Leads and Support for Financial Services
Keep customers informed with timely notifications, capture new leads, and handle support enquiries — all on WhatsApp.
WHAT WASARTHI DOES
Built for Regulated, High-Trust Communication
Transactional Notifications
Payment confirmations and account updates, sent instantly.
Lead Generation
Capture and qualify enquiries for loans, cards or investment products.
Customer Support
Answer account questions without long hold times.
Role-Based Access
Control who can see and act on sensitive conversations.
Financial services businesses should ensure their own use of WhatsApp messaging complies with applicable regulatory requirements.
FAQ
Finance Questions
Is WhatsApp suitable for sending account notifications?
Yes, using approved utility templates for transactional updates.
Can we control who accesses customer conversations?
Yes, role-based access lets you restrict visibility by team or agent.
Are we responsible for regulatory compliance?
Yes — WaSarthi provides the messaging platform, but your business remains responsible for compliance with applicable financial regulations.