FINANCE

Generate 2X more leads with WhatsApp automation for financial services

From instant account services to personalized wealth management - turn complex financial processes into simple chat banking on WhatsApp with Gallabox.

FINANCE

101%

Increase in lead generation

43%

Reduction in manual tasks

100%

Higher customer satisfaction

TRUSTED BY 10,000+ BUSINESSES

Convert interest into trusted relationships

By making financial services more accessible on WhatsApp

Capturing intent from Meta ads and web widgets

Instant loan eligibility checks with bots

AI and rule-based chatbots to explore financial products

Instant account balance updates

Convert interest into trusted relationships

Make privacy feel seamless on WhatsApp

Because security shouldn't be complicated

Two-factor authentication via WhatsApp

Secure document verification and uploads

Fraud alerts and instant blocking

Encrypted transaction notifications

Make privacy feel seamless on WhatsApp

Create financial journeys, not just transactions

By guiding every customer's financial growth

Tailored investment and insurance recommendations

Delivering investment portfolio updates

Automating spending pattern insights

Broadcasting financial literacy content

Create financial journeys, not just transactions

Provide account-level updates on WhatsApp

With AI and automation for heavy lifting

Updation of account details and KYC

Responding in multiple languages with translations

Routing tickets to the right team through a shared inbox

Building workflows for FAQs

Provide account-level updates on WhatsApp

Build a banking experience that’s as simple as chatting

By helping customers pay on WhatsApp

Sending payment reminders / receiving credit card dues

Scheduling investment and insurance premium requests

Cross-selling and upselling financial products

Booking appointments with account managers

Build a banking experience that’s as simple as chatting

Make financial services personal again

Powerful features to modernize financial services and cater to today’s customer demands.

Click-to-WhatsApp ads

Run financial product ads on Meta and capture interest on WhatsApp directly.

Broadcast

Send crucial banking updates and downtime alerts to account holders.

Drip marketing

Nurture prospects with financial insights and offers to the right segment based on buyer profile.

Flows

Collect documentation and check eligibility for accounts, loans, and investments with a few taps.

Chatbot

Handle banking queries and financial FAQs with our no-code AI chatbots, 24x7.

Shared team inbox

Reduce response times by clearing requests on a shared inbox.

AI rewrite

Reduce response times by clearing requests on a shared inbox.

Payments

Process transactions and payment confirmations to customers directly on WhatsApp.

Ready-to-test finance chatbot templates

Lead Validation Bot

LEAD GENERATION

Lead Validation Bot

694

Local vehicle rental service recommendation bot

BOOKING / SCHEDULING

Local vehicle rental service recommendation bot

225

Travel Destination Reviews Bot

SALES / SUPPORT FAQ

Travel Destination Reviews Bot

134

Customer stories

How Gallabox Helped Qatar Insurance Company Generate 2X More Leads on WhatsApp

FINANCE

How Gallabox Helped Qatar Insurance Company Generate 2X More Leads on WhatsApp

31%

Increase in team productivity

102%

Growth in lead generation

2X

Improvement in CSAT ratings

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RECOGNITION

Highly rated
by industry leaders

Financial services ≠ legacy industry. Especially with WhatsApp automations.

Take Gallabox for a 7-day ride

200M+

Conversations powered

40M+

Chatbot-driven conversations

20K+

Global active users