In this guide, I’ll teach you how you can use WhatsApp for your finance business. 

What you’ll learn here will help you use WhatsApp to serve your customers faster while maintaining privacy and security.

This article is based on intensive research on how financial businesses like yours use WhatsApp. As well as what experts have to say.

Let’s go!

With TelebuSocial, you have all you need to provide your customers with the best banking and financial service experience on WhatsApp. From complete features to excellent support from our team. Get started for free or schedule a demo.

Why use WhatsApp for your finance business?

Imagine having a direct line to millions of (potential) customers, all on a platform they already use daily. Then imagine that line as a tireless employee who’s always available and handling countless tasks flawlessly. 

That’s the power of using WhatsApp for your finance services. 

But why should you use WhatsApp for your finance business?

• Security and privacy: WhatsApp is end-to-end encrypted. This means your customer’s interactions with your business are secure without you building any extra security infrastructure.
• People already use WhatsApp: Your customers already use WhatsApp, so it’s not hard to adopt.
• WhatsApp is easy to use: Even your grandpa can start using it for financial transactions.
• Cost-effective: If you know how much it costs to build software, you’ll know how much you’ll save from piggybacking on an already existing and trusted platform.

How can you use WhatsApp for your finance business, and what can you use it for?

Here are seven of them:

• Answer inquiries
• Provide timely updates
• Send promotions 
• Streamline appointment booking
• Build personalised client relationships
• Deliver support
• Leverage feedback to improve your offering
• Send payment reminders

Forget separate departments for marketing, sales, and customer support.

By figuring out how to use WhatsApp for your finance business, these departments can all work together from one place, like a well-oiled machine. 

To provide your customers with the best experience, I recommend using the TelebuSocial WhatsApp Business message platform and API.

TelebuSocial provides all you need, including a chatbot builder, live chat, broadcast and an API to integrate WhatsApp into your business tools.

How to use WhatsApp for your Finance business

Let’s talk about each of the seven use cases I mentioned above and more.

See the best WhatsApp service provider you can use for your business.

1. Client appointment scheduling

You can use WhatsApp to make it easy for your clients to schedule meetings with your sales reps or account managers.

Who can do this? 

• Banks
• Investment firms
• Wealth management advisors
• Mortgage brokers
• Tax preparation services
• Financial planning consultants

Should you use regular WhatsApp, Business WhatsApp, or WhatsApp API to set up appointment bookings?

While the regular WhatsApp app can be useful, WhatsApp Business offers better functionality. It has features like greetings, labels for organising chats, and away messages. 

However, you can’t automate appointment scheduling because they do not provide chatbots or API integration.

Also, you may be unable to scale this as your customer base increases.

That is where WhatsApp Business API solution providers, like TelebuSocial, can help you. With WhatsApp Business API, you can build conversational chatbots and scale this process as your customer base increases.

Let me walk you through how to get this done.

1. Create a WhatsApp Business profile or get your WhatsApp Business API up and running with your relevant information. Have your business name, description, contact details, and website link ready.
2. Set up automated messages (optional): Write a welcome message and explore chatbot options to automate basic appointment inquiries and time slot suggestions.
3. Share your WhatsApp number: Promote your WhatsApp number on your website, social media, and marketing materials so your customers can reach out to you.
4. Manage appointments: Use the features of your chosen WhatsApp version or integrate a scheduling tool, like Calendly, to manage confirmed appointments.

Why should you use WhatsApp to schedule your appointments?

• Convenience: Clients can schedule appointments anytime, anywhere, through a familiar platform.
• Improved efficiency: Reduces phone tag and saves time for you and your customers
• Better communication: Provides a clear communication channel for appointment details and reminders.
• Positive customer experience: Offers a modern and accessible scheduling method.
• Reduced no-shows: Appointment reminders sent via WhatsApp can help minimise no-shows.

You can use chatbots and live chat to schedule appointments.

Chatbots will work best for basic interactions and offering pre-set appointment availability. It will also enable 24/7 contact and basic scheduling flows.

Live chat will help you or your agents provide a personalised touch and handle complex scheduling needs or client questions.

2. Payment reminders

You can send a customer payment reminders on WhatsApp to ‘remind’ them about an upcoming or overdue payment. 

This can be for bills, invoices, loans, or any other financial payment.

If your business falls into any of these categories, you can give it a shot

• Bill payment services
• Loan providers
• Banks

Which version of WhatsApp should you use for this?

Never use regular WhatsApp for any business communication. Use WhatsApp Business App or WhatsApp Business API like TelebuSocial.

With the WhatsApp business app, you can message your customers 1-1 to remind them about a coming or pending payment. 

However, with a WhatsApp Business API like TelebuSocial, you can remind your customers using the 1-1 live chat or integrate the API into your payment or customer management system to do this on autopilot. 

Let me show you how to do it.

1. Create a WhatsApp message template: Craft a clear and concise message template for payment reminders. Include placeholders for invoice number, amount due, and due date.
2. Send to your customers: If you use the WhatsApp Business App, you can just copy and send to your customers. You can also do the same with WhatsApp Business API via live chat.
3. Schedule automated reminders: With the WhatsApp Business API, you can integrate it with your billing system to automatically send reminders via WhatsApp.
4. Offer a secure payment option: Add a link or a payment gateway with your reminder message. So your customers can just click and pay. 

Why use WhatsApp for your payment reminders?

• High open rates: Your customers always read any message that drops on their WhatsApp DM. So they’d most definitely see, open and read your message.
• Convenience: If you send them a reminder with a link or payment widget, they can easily access the reminder and pay faster than email.

3. Financial updates & fraud alerts

If your business is a bank, credit union, credit card company, or financial institution that always needs to send updates to their customers, you can use WhatsApp.

What you can send your customers via WhatsApp can include notifications about: 

• Transactions, 
• Account balance,
• Low balance warnings, 
• Potential fraudulent activity.

For example, ICICI Bank uses WhatsApp to provide customers with updates on their transaction history.

You can attempt to use the WhatsApp Business app for this, but you may get frustrated quickly. Your best bet is to use a WhatsApp Business API like TelebuSocial.

Why?

To send effective updates, it has to be automated and fast. You can only achieve this by integrating the WhatsApp API into the software you use for your business. This way, you can send out messages automatically when needed.

Imagine the harm a delayed fraud alert message can cause because you typed and sent it manually.

You need to integrate the WhatsApp API with your system to set this up. You can use TelebuSocial WhatsApp API. We have comprehensive documentation to help you get started. Also, our team is always ready and eager to work with you, so you’re up and running ASAP.

4. Internal communication with staff

This one is easy. You may already do it.

You can use WhatsApp to keep your team in sync. 

While I do not personally recommend this and would instead use a team communication software like Talk Magnet, you can still make do with this.

You can use WhatsApp for team communications in the following ways:

• Sharing company news, announcements, and updates.
• Create groups for each department and project.
• Distributing important documents, reports, or training materials.
• Conducting quick polls or surveys to gather employee feedback.
• Sending real-time work updates or task reminders.

This approach can benefit you if you fall into any of these categories

• Financial institutions with a younger or tech-savvy workforce: If your employees are familiar with and comfortable using WhatsApp, you can exploit this familiarity.
• Organisations with geographically dispersed teams: WhatsApp allows easy communication across locations, eliminating time zone barriers.
• Companies promoting a casual and collaborative work environment: If being casual and ‘not too serious’ is a culture you want to adopt, using WhatsApp can help you.

You can use the regular WhatsApp for the WhatsApp Business app.

5. Answering client inquiries

You can use WhatsApp for customer support and service.

While chatting with their friends on WhatsApp, your customers can ask questions about their accounts, products, services, or general financial topics.

You’d agree it’ll be easier and more convenient than phone calls and long email threads.

No matter the category of your business, you can use WhatsApp to support your customers.

What version of WhatsApp can you use to provide customer support for your customers?

Don’t use the regular WhatsApp. Instead, use the WhatsApp Business app if your business is new or small. If you want to increase your support team’s security, scalability and ease of collaboration, use a WhatsApp Business API like TelebuSocial.

Here are four more benefits of using a WhatsApp Business API like TelebuSocial for customer support:

• Multi-agent management: You can assign and transfer inquiries among agents in one inbox.
• Label management: You can group customers into different categories using labels.
• Chatbot integration: Chatbots are your 24/7 customer support agents. 
• Security: Provides additional security for handling sensitive customer information.

Here’s how to set it up.

• Create an FAQ list: Create a list of questions customers usually ask. Then, provide the best answers to each of them.
• Build FAQ chatbots: Use the FAQ list to build and train a chatbot that’ll answer those questions on autopilot for customers. You can also add the option to speak to an agent in the chatbot. This helps if the bot can not answer a customer’s question.
• Onboard your agents: If you use WhatsApp Business API like TelebuSocial, you can create a member account for each of your agents to access your shared inbox and serve your customers. With the WhatsApp Business App, you can’t have multiple people on the same account.

6. Providing secure access via OTP

In addition to SMS, you can also send OTPs to your customers via WhatsApp.

Since WhatsApp is end-to-end encrypted, sending OTPs via WhatsApp exploits the platform’s existing security.

What kind of 2FA codes can you send on WhatsApp?

Just imagine it. You can send it through WhatsApp.

• OTPs for user registration.
• OTPs for a password reset.
• OTPs for login attempts from new devices.
• OTP verification for transactions or account modifications.

And more.

Which business can use WhatsApp to send 2FA codes?

If your customers access your services using an app or website, you can use WhatsApp to send OTP.

You can only use WhatsApp Business API for this.

How do you do it?

Your developers can help you integrate WhatsApp as a channel for sending OTP to customers. If you don’t already have a WhatsApp Business API service provider or really want to delight your customers with the best services, you should use TelebuSocial WhatsApp API.

Why use WhatsApp to send OTPs?

I already mentioned end-to-end encryption. Let me show you three more benefits:

• Convenience: There is no need to switch between apps. Your customers can receive OTP where they already are.
• Interactivity & direct support: If your customers encounter any issues with the OTP, they can easily message you via WhatsApp.
• Reliable delivery: Unlike SMS, which may encounter network carrier issues, WhatsApp uses the internet. Which is universal and more reliable.

7. General announcements

You can use WhatsApp to share information, updates, and promotions with your customers. 

This can include:

• Sharing important service updates or changes to policies.
• Offering educational content on financial literacy or fraud prevention.
• Sending notifications about upcoming events.

Which version of WhatsApp can you use for this?

Any WhatsApp version that allows you to broadcast a message to a list of contacts. 

You can do this with the regular WhatsApp Business app and WhatsApp API. But as you already know, I won’t recommend using the regular WhatsApp for anything business.

If you run a small business, you can use the WhatsApp Business App to broadcast up to 256 contacts. 

If you have a larger customer base, you need to use WhatsApp Business API, like TelebuSocial, which lets you broadcast to thousands of contacts simultaneously. 

In addition to that, WhatsApp Business API also provided the following:

• Audience segmentation: Target specific customer groups with relevant announcements based on their preferences or account types.
• Scheduled messaging: Schedule announcements at a time in the future.
• Analytics & reporting: Track the performance of your announcements, including open rates and click-through rates.

Here’s how you can get started with this.

• Create a contact list: Get your contacts’ consent to message them before adding them to your list.
• Segment your audience: This is optional. You can group your customer base into different specific groups. 
• Create and send your message: Write your message and send it to your list(s). If you use TelebuSocial, you can schedule the message.
• Analyse analytics: Review how your contact lists respond to your messages.

See how easy it is to send broadcasts using TelebuSocial.👇

Why use WhatsApp for this?

• High open rates: How often do you read messages you receive on WhatsApp? Within seconds of receiving them on a good day. It’s the same with your customers. 
• Improved customer engagement: Your customers can easily follow up with your messages on WhatsApp.

Get started and start sending broadcasts today.

8. Marketing, upselling & cross-selling

You can use WhatsApp to market your banking and financial business.

To:

• Promote your new services, 
• Increase the use of your product among customers,
• Cross-sell existing customers, 
• Improve awareness of your services to prospective customers.

What’s the best version of WhatsApp to use for marketing?

I recommend you use WhatsApp Business API’s broadcast service/feature because of the following features that it provides:

• Audience segmentation: Target specific customer groups with personalised marketing messages based on their profiles and banking activity.
• Rich media marketing: Send marketing messages with rich media content, such as images, videos, and product catalogues, for a more engaging experience.
• Interactive buttons: You can add call-to-action buttons within your marketing messages so that your customers can easily take the next step you want them to take.
• Analytics & reporting: You can’t tell how your marketing works without analytics, and only WhatsApp API provides comprehensive analytics.

Here’s how to do it

• Develop a marketing plan: Don’t overthink this. Setting up a marketing plan is simply clarifying your desired audience, messaging approach, and marketing goals.
• Segment your customer base: Group the contact list into categories that suit what you want to sell so that you can send a more personalised campaign.
• Integrate marketing tools: You can integrate other marketing tools into the API to easily move data around.
• Broadcast your campaign: Write your marketing copy and send it to your list(s).
• Track and analyse results: Monitor the performance of your marketing campaigns and adjust your strategy based on the data and customer feedback.

Learn more about WhatsApp broadcasts and how to sell on WhatsApp.

9. Urgent response automation 

You can use WhatsApp chatbots to deliver immediate responses and assistance for time-sensitive inquiries.

For example, if there’s a process customers have to follow to get something done. Instead of helping them do it 1-1, you can set up a chatbot to guide them through the process.

See how easy it is to build and launch a WhatsApp chatbot using TelebuSocial.

This can be unique to your business, so you must create a chatbot to meet your unique needs.

Get started and create your chatbot today.

10. Feedback management 

You can use WhatsApp to gather feedback about your services from your customers. 

You can send polls, set up feedback chatbots, or gather feedback via 1-1 chat.

You can do this using the WhatsApp Business app or WhatsApp Business API. 

With the WhatsApp Business App and API, you can gather feedback via 1-1 chat. Using the API, you can set up feedback chatbots.

I’d recommend you use a WhatsApp Business API like TelebuSocial for the following reasons:

• Label management: This can enable you to group incoming messages as feedback or complaints for efficient routing and faster resolution.
• Internal notes: Add internal notes to conversations for better collaboration and information sharing among support teams.
• Sentiment analysis: Integrate sentiment analysis tools to identify the emotional tone of customer messages and prioritise urgent issues.

Here’s how to go about it.

1. Develop a feedback process: Establish a clear process for receiving, categorising, and responding to feedback and complaints on WhatsApp.
2. Train customer service representatives: Train staff on effectively handling customer concerns and providing empathetic responses through WhatsApp chat.
3. Integrate with CRM (optional): Integrate the API with your Customer Relationship Management (CRM) system to track customer interactions and manage feedback/complaints history.
4. Set response timeframes: Establish clear timeframes for acknowledging and responding to customer feedback and complaints.

You’ll always provide the best feedback experience for your customers on WhatsApp because your customers already use WhatsApp, so it’s easy for them to give feedback.

11. Customer onboarding 

You can use WhatsApp to get your customers onboarded.

This can involve:

• Initiating conversations with new customers who have opted-in to receive onboarding messages via WhatsApp.
• Sending personalised welcome messages and account information.
• Providing step-by-step instructions for completing the onboarding process.
• Offering educational content like FAQs, explainer videos, or interactive tutorials on account features and services.
• Enabling secure in-app verification for KYC processes.
• Offering the option to connect with live chat support for personalised assistance during onboarding.

For example, if you run a bank, you can use WhatsApp chatbots to help customers set up a bank account.

For example, this video shows how ICICI Bank used WhatsApp for many processes.

You can do this using the WhatsApp Business App or WhatsApp Business API via 1-1 onboarding conversations. You can automate this process using a WhatsApp chatbot. So, I recommend that you use a WhatsApp Business API like TelebuSocial.

12. Document submission and verification made easy

Let’s face it — nobody loves paperwork.

Whether it’s for a loan application, identity verification, or proof of income, the process can be a real pain.

But with WhatsApp, you can make it as easy as sending a text for your customers.

Why use WhatsApp for documents?

Why make clients jump through hoops to submit documents? 

Everyone has WhatsApp, and it’s super simple to use. Instead of dragging them into the office or making them struggle with clunky portals, just have them snap a photo or send a PDF right through the app. Fast, easy, and way less hassle.

Here’s how to get on it.

• Set up your secure channel: First things first — make sure your WhatsApp Business account is locked down with all the right security features. If you’re dealing with a ton of clients, think about using a WhatsApp API like TelebuSocial. This keeps everything secure and smooth.
• Make it easy for clients: When a client needs to send you a document, shoot them a quick message: “Hey [Client’s Name], just send us a clear photo or PDF of [specific document]. We’ll handle the rest!” Keep it simple. Need an ID? Remind them to include both sides in the pic.
• Acknowledge and verify: Once you get the document, fire off an instant reply: “Got it, [Client’s Name]! We’ll check it out and get back to you soon.” Then, verify the document either through an automated system or a quick manual check. Once it’s all good, let them know: “You’re all set! Your document is verified. Thanks for the quick response!”
• Stay organised: Use WhatsApp’s labeling feature or sync with your document management system to keep everything neat and tidy. Label submissions like “ID” or “Proof of Income” so you’re not digging through a pile later.

Why does it work?

• Client-friendly: your clients can send what you need in a snap without leaving their couch.
• Fast turnaround: No more waiting around because your documents come in and get verified in record time.
• Secure: With end-to-end encryption, the document your customers share with you stays safe and secure.
• Efficient: Automating acknowledgements and verifications frees up your team to focus on bigger tasks.

No more chasing down paperwork. With WhatsApp, document submission and verification are as easy as sending a message. Get a demo and watch the process go effortlessly.

13. Loan application tracking

WhatsApp, with its widespread use and robust features, can help you track loan applications.

Let me give you a detailed breakdown.

For the initial contact, potential borrowers can initiate contact through WhatsApp, inquiring about loan eligibility, terms, and conditions.

WhatsApp can completely change the game for your loan process. Instead of dealing with stacks of paper, you can get applications sent straight to you through a simple chat or chatbot.

Want to keep your applicants updated on their applications?

With WhatsApp, you can send quick updates like “Your application is under review” or “We need that last document.” No more worried borrowers calling every day.

You can even ask for extra documents or clarify things right there in the chat.

Plus, you can give your applicants personalised support, answer their questions on the fly, and let them know the final decision – all through WhatsApp.

And the best part? You can gather feedback from your applicants to see what’s working and what’s not.

Okay, that’s all for now on how to use WhatsApp for your finance business. You don’t have to use it all at once. You can bookmark this page and always return to it.

Best practices for using WhatsApp

Here’s how to get the best results using WhatsApp for your financial business.

• Keep it safe and secure
• Set expectations clearly
• Learn and improve
• Get permission to contact customers 
• Don’t be boring

Copy, tweak and use these WhatsApp message templates for your finance business.

Examples of finance businesses that have used WhatsApp effectively

Here are three success stories of how finance businesses used WhatsApp to grow their revenue, improve their service, and streamline their operations.

1. Absa Bank, South Africa created ChatBanking for hassle-free banking on WhatsApp

Imagine you could do all your banking tasks with just a few taps on your phone. No more waiting in line, no more filling out forms, no more hassle. 

Sounds too good to be true, right? Well, not for Absa Bank’s customers.

Absa Bank leads a number of financial institutions in South Africa.

They wanted to make banking easier and more accessible for their customers.

So, they launched ChatBanking.

They used ChatBanking to handle transactions within WhatsApp, like checking account balances, transferring money, and paying bills.

Customers no longer need to visit branches or use other channels.

2. Housing Development Finance Corporation (HDFC), India, tailored financial advice on WhatsApp

Imagine you’re a financial expert. You help thousands of people achieve their dream of owning a home.

But how do you reach them? How do you make them trust you and listen to your advice?

That was HDFC’s challenge as a top Indian housing finance company.

They needed to connect with their customers on a more personal level. They soon discovered the power of WhatsApp.

They used the WhatsApp Business API to create a WhatsApp chatbot.

They could engage customers with investment tips and even start the home loan application process. All within the app they use every day.

The results were amazing.

Customers loved the convenience and simplicity of getting financial guidance through WhatsApp.

They felt more confident and informed about their decisions. And they were more likely to apply for a home loan through HDFC.

3. Tata CLiQ, India, increased online sales with WhatsApp alerts

It was the festive season in India. And Tata CLiQ, one of the country’s top online shopping sites, wanted to make the most of it.

Email and SMS weren’t cutting it. And Tata CLiQ needed something more direct, more engaging, more convenient. They needed WhatsApp.

They used WhatsApp to send automated alerts to customers, with exclusive deals and curated product suggestions.

The messages were relevant, timely, and respectful. Tata CLiQ used humour and personality to make the messages more appealing.

The results were astonishing.

With automated WhatsApp alerts, customers were 1.7x more likely to purchase on the Tata CLiQ website. They saw a huge increase from their previous campaigns.

Tata CLiQ was thrilled with the outcome, and so were their customers, who appreciated the convenience and value of WhatsApp.

Why is TelebuSocial the Best WhatsApp Solution for Your Finance Business?

TelebuSocial offers a powerful WhatsApp Business API solution to empower finance businesses like yours. 

Here’s why it stands out:

• AI-powered chatbots: Build sophisticated chatbots with our no-code builder.
• Conversational marketing and sales: Engage leads with personalised, two-way conversations on WhatsApp.
• Seamless support and service: Offer exceptional customer service through chatbots, live chat, and omnichannel messaging.
• Effortless integrations: You can integrate TelebuSocial with your CRM, Shopify store, or other business tools for a unified experience.
• Scalability and cost-effectiveness: Scale your communication efficiently without adding staff.

Get started or schedule a demo on TelebuSocial to see how it works.

Frequently Asked Questions

What is WhatsApp Business API?

WhatsApp Business API is a tool designed for medium to large businesses that allows them to connect with customers on a large scale through WhatsApp. 

How can financial services and businesses leverage WhatsApp Business API?

Firstly, the API allows for secure, two-way communication on WhatsApp, boosting customer engagement and satisfaction. Imagine a world where clients can effortlessly check balances, make payments, or schedule appointments through WhatsApp. 

Secondly, automation features empower businesses to personalise communication at scale. Financial advisors can craft targeted investment updates or send relevant reminders based on client profiles. This streamlines workflows and fosters deeper client relationships built on trust and personalised service. 

Additionally, WhatsApp Business API facilitates secure and rich media communication. Businesses can send informative content like product carousels or clickable buttons for actions, simplifying complex financial concepts and potentially boosting conversions.

What are some exciting ways finance businesses use Whatsapp Business API?

Finance businesses are using WhatsApp Business API to turn smartphones into mini-bank branches! 

Customers can ditch the confusing apps and long calls and now check balances, send payments, or get appointment reminders with a quick WhatsApp message. But it’s not just about ease. Financial professionals can use it to send customers personalised tips or market alerts. 

Can financial advisors send personalised messages to clients using WhatsApp Business API?

Absolutely. WhatsApp Business API goes beyond essential communication for financial advisors. Its automation features unlock the potential for truly personalised experiences. 

You can craft targeted messages that resonate with individual needs by leveraging client data and investment preferences. Imagine sending timely alerts about relevant investment opportunities or automated portfolio updates – all tailored to each client’s financial goals. This personalised approach can improve client engagement, foster stronger relationships, and potentially lead to better financial outcomes.

Is there any cost involved in using WhatsApp Business API?

Yes. Using the WhatsApp Business API isn’t free. Your business incurs costs for functionalities like sending messages and utilising automation features. These charges typically vary depending on the Business Solution Provider (BSP) you choose and the volume of messages you send.

How do financial service customers interact with a chatbot on WhatsApp?

Customers interact with the chatbot by sending messages to the business’ WhatsApp number. The chatbot then responds by providing pre-set answers or real-time information from the business’ internal systems.

Can WhatsApp chatbots handle transactions?

Yes. Chatbots can handle basic banking tasks like checking balances, payments, and transfers.

Is WhatsApp Business API secure for financial transactions?

WhatsApp Business API encrypts messages from end to end, providing a secure channel for financial transactions. This, combined with other security measures, safeguards you, your customers, and their data.

What type of notifications can finance businesses send to customers with the WhatsApp Business app vs. Whatsapp Business API?

For finance businesses, the WhatsApp Business app offers a basic notification channel. You can send appointment reminders and confirmation messages, but it’s manual. 

However, WhatsApp Business API lets you send real-time balance updates and transaction alerts. 

Think of it as the difference between a simple SMS and a full smartphone experience – you can send rich content like charts to explain complex information, fostering a more interactive and informative customer experience.

How can financial advisors get started with using WhatsApp Business API for client communication?

Here’s how financial advisors can get started with WhatsApp Business API for client communication:

1. Choose a Business Solution Provider (BSP) Like TelebuSocial.
2. Set up your WhatsApp Business account: Work with your BSP to create a WhatsApp Business account specifically for your financial advisor practice. This establishes your official presence on the platform.
3. Design your communication strategy: Plan how you’ll leverage the API. Will you send automated appointment reminders, personalised investment updates, or a mix of both? Consider compliance regulations for financial communication.
4. Integrate with existing systems (optional): For a seamless workflow, explore integrating the API with your CRM or marketing automation platform. This allows you to manage client data and communication centrally.
5. Train your team (optional): While the API automates many tasks, consider training your team to use the platform for one-on-one client communication and addressing complex inquiries.