Transaction & Payment Alerts
Instantly notify clients about payments, EMIs, or failed transactions—on their preferred channel.
An Inno Valley Works Product
WatBox for Financial Services
Faster Client Communication. Smarter Relationship Management.
WatBox enables banks, insurance providers, NBFCs, and financial advisors to connect with clients instantly via WhatsApp—without leaving Salesforce. Whether it's policy updates, transaction alerts, or lead nurturing, WatBox ensures compliant, trackable, and personalized messaging at scale.
Purpose-Built for Financial Institutions
01
Retail & Commercial Banks
Provide instant support, send KYC reminders, and automate transaction alerts via WhatsApp.
02
Insurance Providers
Deliver policy updates, claims communication, and renewal alerts with zero delays.
03
NBFCs & Microfinance Institutions
Engage borrowers with EMI reminders, loan servicing updates, and real-time customer support.
04
Wealth Management Firms
Send personalized portfolio updates, market alerts, and client advisories to stay connected and relevant.
Key Use Cases for Finance Teams
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USE CASE - 01
Loan & Policy Renewal Reminders
Automate personalized WhatsApp reminders to prevent missed deadlines and improve renewals.
USE CASE - 02
Client Onboarding & KYC
Guide customers through onboarding processes with interactive messages, documents, and status updates.
USE CASE - 03
Customer Service & Claims Handling
Resolve account queries and claims efficiently through a multi-agent WhatsApp inbox in Salesforce.
USE CASE - 04
Campaigns & Promotions
Launch targeted WhatsApp broadcasts for new offerings, financial products, or investment plans—with opt-out compliance.
USE CASE - 05
Surveys & Feedback Collection
Capture feedback and NPS scores to measure customer satisfaction and service quality.
USE CASE - 06
Complete Visibility Inside Salesforce
Every WhatsApp message—whether automated or agent-led—is logged against the right record in Salesforce.
Track interactions across Contacts, Leads, Opportunities, or Cases, helping advisors gain deeper insights and context for every conversation.
Secure, Compliant, & Audit-Ready
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Built on the official WhatsApp Business Cloud API
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Adheres to data privacy regulations (GDPR, RBI, PCI-DSS)
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Maintains complete audit trails and message logs
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Enforces secure user access controls and cloud-based architecture
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