Send policy reminders, collect KYC documents, and share loan updates — all through WhatsApp. Built for insurance agents, financial advisors, and lending companies.
From lead capture to ongoing client servicing — manage your entire financial practice on WhatsApp.
Automated reminders for insurance premiums, EMI due dates, and policy renewals. Never let a client lapse due to missed payment.
Request and collect KYC documents via WhatsApp. Clients upload Aadhaar, PAN, and photos directly in the chat.
Send loan approval status, disbursement confirmations, and EMI payment receipts automatically via WhatsApp.
Share portfolio performance, NAV updates, and market insights with clients through scheduled WhatsApp broadcasts.
Track every client's policies, investments, and financial goals in one CRM. Link conversations to client profiles.
Full conversation history for regulatory compliance. Encrypted data on Microsoft Azure with role-based access control.
Prospect inquires about insurance/loan on WhatsApp. Auto-captured in your sales pipeline.
Send KYC checklist. Client uploads documents directly in WhatsApp chat. Status tracked automatically.
Share application status updates, approval notifications, and next steps via WhatsApp.
Premium reminders, renewal alerts, claim updates, and portfolio reviews — all automated.
Join financial professionals using WACRM to serve clients better and grow their practice through WhatsApp.
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