WhatsApp & Chat Automation for Finance & BFSI in Canada
WhatsApp Business, web chat, Instagram and Messenger bots that capture, nurture, and support — with a clean handoff to humans and a unified inbox. For finance & bfsi teams, delivered to Canada.
Finance & BFSI teams in Canada need whatsapp & chat automation engineered for their constraints and shipped on their calendar. WhatsApp Business, web chat, Instagram and Messenger bots that capture, nurture, and support — with a clean handoff to humans and a unified inbox. Aligned to ET / PT working hours.
Compliance is manual and slow, legacy systems can't keep up, and every new product fights the existing stack. Risk and audit live in disconnected tools.
- 01Map every channel and conversation intent to a measurable outcome.
- 02Prototype flows on real message logs before automating.
- 03Forge multi-channel bots with CRM capture and a unified inbox.
- 04Harden with live-agent handoff, broadcast controls, and analytics.
- WhatsApp Business API bots
- Lead capture & nurturing flows
- Automated FAQ & support
- Order tracking & status bots
- WhatsApp broadcast campaigns
- Instagram & Messenger bots
- Live handoff to human agents
- Multi-channel unified inbox
What you can expect
Questions, answered straight
Yes. KYC platforms, loan origination, and compliance dashboards built to regulated standards — secure, auditable, and fast. Aligned to ET / PT working hours.