Financial Services
Conecxt for Financial Services
Loan, policy and renewal follow-ups that run on time, with every conversation on record.
How the work runs instead
What breaks today
Loan, policy and renewal follow-ups run from personal numbers, with no record of who promised what.
A loan enquiry waits while the agent is at a client’s shop, and by evening the customer has signed with whoever replied first.
Renewal reminders, EMI due dates and KYC documents are chased from personal numbers, so nobody can show who promised what, or when.
How the work runs instead
- An enquiry gets an acknowledgement and is handed to the branch team.
- KYC documents arrive in the thread and are tagged against the contact.
- Renewal and EMI reminders go out as scheduled template messages, with a button that opens a chat with a person.
What your customer sees
- Policy ends 30 Oct · renewal reminder sent
- Trident Finance: Template · utility Hi Suresh, your two-wheeler policy ending 30 Oct can be renewed now. Tap below to continue. 10:00 am
- Renew now
- Talk to my advisor
- Suresh Iyer: Talk to my advisor 10:25 am
- Handed to the Andheri branch team
- Trident Finance: Hi Suresh, Pooja from Andheri branch. Same plan as last year, or shall I send the options? 10:27 am
The capabilities behind it
What that flow is built from.
NewAI agents Answers the questions customers ask most, from your own documents, and hands over to your team.
NewWhatsApp Calling Customers call your WhatsApp number and whoever is free picks up in the browser.Team Inbox Your whole team answers from one shared inbox.Automation Follow up automatically, every single time.Campaigns Send to thousands. See who read and replied.Contacts & CRM Know every customer, right in the chat. Questions
Can we control who sees which customers?
Yes. Roles and team inboxes decide who sees which chats, and every message stays on the customer’s record.
Can reminders go out on a schedule?
Yes. A journey can send a template message on a date, and branch on whether it was read or answered.
See Conecxt for Financial Services
Try it on this month’s renewals.