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Finance & Insurance

Finance & Insurance

Finance and insurance are among the sectors where customer communication is the most important. Realize your sales, support, and operations quickly through a single platform with WhatsGO.

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Finance & Insurance

Finance & Insurance industry trusts WhatsGO

Why WhatsGO?

Industry-specific features and integrations

Payment service provider

Proven expertise on WhatsApp, Facebook, and Instagram platforms

Solutions to local needs in global standards

Who Uses WhatsGO?

Insurance Companies and Agencies

Insurance Companies and Agencies

Insurance is a sector where direct communication is important and makes a difference. When using WhatsGO, your contribution to providing pre-renewal information and reminders, delivering policies and payment receipts, and responding to requests and questions will be invaluable.

Brokers and Investment Companies

Brokers and Investment Companies

Investment companies are another areas where continuous information flow and fast and qualified customer service are very valuable. Give confidence to your investor customers by using AI Chatbot, quick reply, and file sharing features with WhatsGO.

Banks, Investment, and E-Money Institutions

Banks, Investment, and E-Money Institutions

Use WhatsGO solutions for communication with your customers or in joint projects with other brands.

Make a Difference with WhatsGO

Marketing and Sales

Marketing and Sales

Make your sales and marketing communication via any channel with WhatsGO. Complete your payment processes together with your customers.

  • Easily execute and track all your marketing communications such as campaigns and reminders through message channels.
  • Categorize customers according to the products they are interested in and use, their transaction history and profile, and communicate privately.
  • Increase your sales conversion with personalized campaigns.
  • Get payments easily with personalized links.
Improve Your Customer Support

Improve Your Customer Support

Manage all your communication channels easily and support your customers at every step with WhatsGO.

  • Answer all pre-sales questions about policies, loans, etc. with message templates in line with your quality standards.
  • Quickly answer questions from your customers and archive all correspondences.
  • Easily share images, videos, and documents when text chat is not enough.
  • Benefit from AI Chatbot and rapid response features and provide fast and efficient support, even in the face of a high volume of calls.
  • Use automatic reminders and notification messages for repetitive transactions.
Manage Your Operation

Manage Your Operation

Use WhatsGO’s customized solutions to always drive your service quality forward.

  • Increase efficiency in your call center and field operations.
  • Use easy management and report screens and control your entire operation.
  • View and report all archived conversations at any time.
  • Always monitor your service quality with satisfaction surveys sent automatically at regular intervals.
  • Easily create and manage appointments for your customers with the calendar module.

Frequently Asked Questions about the Finance & Insurance Industry

Yes, integrating a WhatsApp account with WhatsGO operates in such a way that as many representatives as you wish can easily manage the offer, follow-up, and payment steps through a single number. You can easily separate your representatives by teams or departments and assign representatives according to the needs of your customers.

You can easily transfer your products to the WhatsGO panel and inform your customers via WhatsApp with an instant, ready-made message template, or AI Chatbot.

Yes, WhatsGO allows you to easily communicate with your customers via WhatsApp and all other digital communication channels.

Yes, documents and files can be shared via WhatsGO through all digital communication channels. Shared files are always stored in the WhatsGO system.

Yes, WhatsGO enables you to instantly or automatically share all your documents, singular or repetitive.

Yes, you can support your customers by assigning as many representatives as you wish to the call center of your business in the field of finance or insurance through a single number or social media account.

Get Information from Our Finance & Insurance Industry Experts

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