WhatsApp pricing is changing to per-message from July 1, 2025.
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WhatsApp pricing is changing to per-message from July 1, 2025.Learn what's new
WhatsApp message templates
Free Finance industry WhatsApp message templates for appointment & rescheduling
We have curated some engaging and sleek examples of the most frequently‑used WhatsApp message templates for the appointment & rescheduling use case for the finance industry.
Automate your user conversations while you focus on the big picture
Creative sparks: Ideas and examples to get you going
Simply copy-paste or tweak them to suit your business needs to send it to your users
Financial planning check-in
Gallabox
Business Account
Hey {{client_name}}! 💰 Ready to make your money work harder? 📈 Your financial roadmap session is coming up: 🧮 Advisor: {{advisor_name}} 📅 Date: {{appointment_date}} ⏰ Time: {{appointment_time}} Can't wait to crunch those numbers! But if your piggy bank needs a rain check, just reply ‘MOVE' and we'll reschedule. Remember, wealth is a journey, not a destination! 🚀💼 [Button: Count me in!] [Button: Need to reschedule]
"Reply with 'STOP' to unsubscribe from marketing messages."
Investment portfolio review
Gallabox
Business Account
{{client_name}}, it's time to dig into your treasure chest: 💼 Service: Portfolio Review 🤓 Expert: {{advisor_name}} 🗓️ When: {{appointment_date}}, {{appointment_time}} Excited to see those gains? Us too! But if the market's got you busy, just REPLY 1 and we'll find a new time to chart your course. P.S. No crystal balls needed... we've got data! 📊😉
"Reply with 'STOP' to unsubscribe from marketing messages."
Tax planning session
Gallabox
Business Account
Ready to outsmart the tedious tax modules? Your plan awaits: 🧾 Session: Tax Strategy Planning 🦉 Advisor: {{advisor_name}} 📅 {{appointment_date}} ⏰ {{appointment_time}} If life's throwing you a curveball and you need to reschedule, just reply ‘TIMEOUT'. We're as flexible as your future tax savings! Remember, in this world, nothing is certain except death and taxes... but we can at least make taxes less painful! 💪💰
"Reply with 'STOP' to unsubscribe from marketing messages."
Mortgage consultation reminder
Gallabox
Business Account
Home sweet home incoming! 🏡🔑 {{client_name}}, your journey to homeownership continues here 🏦 Mortgage chat with: {{advisor_name}} 📅 When: {{appointment_date}}, {{appointment_time}} Need to reschedule? No problem! Just say “SWAP' and we'll find a new time. P.S. Bring your dreams... we'll bring the numbers to make them happen! 🧮✨
"Reply with 'STOP' to unsubscribe from marketing messages."
Retirement planning invitation
Gallabox
Business Account
Future you is calling, {{client_name}}! 👵👴📞 Time to paint a beautiful picture of your retirement goals. 🗣️ Advisor: {{advisor_name}} 🗓️ Date: {{appointment_date}} ⏰ Time: {{appointment_time}} If you need to reschedule, just Reply 1 and we'll find a time that works. Remember, the best time to plant a tree was 20 years ago. The second best time is now... and that goes for retirement planning too! 🌳💰 See you soon!
"Reply with 'STOP' to unsubscribe from marketing messages."
Here are examples for a few other Finance business applications
Access a collection of tailored message templates designed for Finance customers for effective communication
Access the business applications of WhatsApp message templates across industries
Check out the rest of the collection of WhatsApp business message templates for 9 more industries. Maybe, you could mix and match the templates for some of your business needs.
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