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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

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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

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Gallabox

Verified green tick

Business Account

Marketplace

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

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Gallabox

Verified green tick

Business Account

Marketplace

{{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

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Gallabox

Verified green tick

Business Account

Marketplace

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

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Gallabox

Verified green tick

Business Account

Marketplace

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

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Gallabox

Verified green tick

Business Account

Marketplace

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."

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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