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WhatsApp message templates

Free Finance industry WhatsApp message templates for lead nurturing

We have curated some engaging and sleek examples of the most frequently‑used WhatsApp message templates for the lead nurturing 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 fitness friday

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Gallabox

Verified green tick

Business Account

Marketplace

Hello! 💪💰 Happy Financial Fitness Friday! Let's check in on your financial health: 💳 Debt reduction: You've paid off $500 of your credit card balance this month 💰 Savings growth: Your emergency fund has increased by 2% since last quarter 📊 Investment performance: Your diversified portfolio has grown 6% year-to-date Which area would you like to focus on improving next? [Button: Let's Set Goals] [Button: I'm On Track]

"Reply with 'STOP' to unsubscribe from marketing messages."

Money-saving monday

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Gallabox

Verified green tick

Business Account

Marketplace

Hi there! 🐷 It's Money-Saving Monday! Here's a tip to help you save: 💡 Try the 30-day rule: When you're tempted to make a non-essential purchase, wait 30 days. If you still want it after 30 days, then consider buying it. This strategy could help you save up to $200 per month by reducing impulse purchases. Interested in giving it a try? Want more personalized saving advice? [Button: Yes, Please!] [Button: I'm Good, Thanks]

"Reply with 'STOP' to unsubscribe from marketing messages."

Investment insight

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Gallabox

Verified green tick

Business Account

Marketplace

Hey there, Given your interest in sustainable investing, we thought you'd like to know about this market trend: 📈 ESG (Environmental, Social, and Governance) funds have outperformed the broader market by 4.3% in the past year Key points: 1️⃣ Renewable energy companies are driving significant growth 2️⃣ Companies with strong social policies are seeing increased investor interest 3️⃣ ESG integration is becoming a standard practice among major corporations Would you like to discuss how this might affect your portfolio? [Button: Let's Discuss] [Button: Just FYI, Thanks]

"Reply with 'STOP' to unsubscribe from marketing messages."

Budget check-up

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Gallabox

Verified green tick

Business Account

Marketplace

Hello! 📊 It's time for your monthly budget check-up. Here's a quick summary: 💰 Income: $4,500 💸 Expenses: $3,800 💵 Savings: $700 Your biggest expense category was housing at $1,500. Your dining out expenses increased by $100 compared to last month. Any areas you'd like to adjust? [Button: Let's Review] [Button: Looks Good]

"Reply with 'STOP' to unsubscribe from marketing messages."

Financial milestone alert

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Gallabox

Verified green tick

Business Account

Marketplace

Congratulations! 🎉 You've reached a financial milestone: You've fully funded your emergency savings fund of $10,000! This puts you 50% closer to your goal of financial security. Great job! Ready to set your next financial target? Here are some ideas: 1️⃣ Start investing for retirement 2️⃣ Save for a down payment on a house 3️⃣ Begin a college fund for your children [Button: Set New Goal] [Button: Celebrate This One]

"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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