WhatsApp message templates
Free Finance industry WhatsApp message templates for customer engagement
We have curated some engaging and sleek examples of the most frequently‑used WhatsApp message templates for the customer engagement 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
Personal finance tips and education
Gallabox
Business Account
Hi {{user_name}}, Ready to boost your financial knowledge? 💰📚 We’re sharing weekly personal finance tips to help you manage your money better! Would you like to subscribe? [Button: Yes, Sign Me Up] Let’s achieve your financial goals together! 🎯
"Reply with 'STOP' to unsubscribe from marketing messages."
Investment risk tolerance quiz
Gallabox
Business Account
Hello {{customer_name}}, Curious about your investment style? 📊🤔 Take our risk tolerance quiz and find out where you fall on the investor scale! [Button: Discover My Risk Level] Let’s get your money working smarter for you! 😎
"Reply with 'STOP' to unsubscribe from marketing messages."
Investment portfolio updates
Gallabox
Business Account
Hello {{user_name}}, Your investments are on the move! 📈💼 Stay updated with real-time alerts and insights about your portfolio. Would you like to receive the latest updates? [Button: Keep Me Informed] Let’s grow your wealth! 💰💰💰
"Reply with 'STOP' to unsubscribe from marketing messages."
Retirement planning quiz
Gallabox
Business Account
Hey {{customer_name}}! 🏖️ Are you ready for retirement? ☺️ Take this quick quiz to assess your retirement readiness and get tips on how to prepare for your future! 🏡 [Button: Start Planning]
"Reply with 'STOP' to unsubscribe from marketing messages."
Financial product recommendations
Gallabox
Business Account
Hey {{user_name}}, Looking for the best financial products? 🏦✨ We’ve tailored recommendations just for you based on your needs! Want to see what we’ve got? [Button: Show Me Options] Let’s find the perfect fit for your financial journey! 🫰🫰
"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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