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WhatsApp message templates
Free Finance industry WhatsApp message templates for lead qualification
We have curated some engaging and sleek examples of the most frequently‑used WhatsApp message templates for the lead qualification 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 goals
Gallabox
Business Account
Hey {{lead_name}}! We’re here to help you achieve your financial goals! 🌟What are you currently aiming for? Saving for the future 🏦 Growing your investments 📈 Managing debt 💳 We will help you choose the right financial path based on your goals 😎 [Button: Share My Goal]
"Reply with 'STOP' to unsubscribe from marketing messages."
Investment preferences
Gallabox
Business Account
Hi {{lead_name}}! Ready to start investing? 🤔What’s your risk tolerance? Conservative (low risk) 🛡️ Balanced (moderate risk) ⚖️ Aggressive (high risk) 🚀 Assess your income and spend levels + your financial goals and needs before choosing one of the above! 📑 [Button: Share My Risk Level]
"Reply with 'STOP' to unsubscribe from marketing messages."
Loan preferences
Gallabox
Business Account
Hi {{lead_name}}! Looking for a loan that suits your needs? 👀 What kind of loan are you interested in? Home loan 🏡 Personal loan 💳 Car loan 🚗 We offer attractive rates for all kinds of loans. And the process is simple! 🖊️ [Button: Choose My Loan]
"Reply with 'STOP' to unsubscribe from marketing messages."
Credit card offers
Gallabox
Business Account
Hey {{lead_name}}! Looking for the right credit card? 💳 We have options that offer: Cash back rewards 💵 Travel benefits ✈️ Low interest rates 🏷️ Transparent rates + charges 🪟 Let’s find the perfect card for you! [Button: Explore Card Options]
"Reply with 'STOP' to unsubscribe from marketing messages."
Interest in retirement planning
Gallabox
Business Account
Hey {{lead_name}}! Planning for a comfortable retirement? 🏖️ What’s your target retirement age? Before 50 ⏳ Between 50-65 📅 After 65 🔮 Let us know, and we’ll craft a personalized plan to help you achieve your dream retirement! [Button: Share My Target Age]
"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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