WhatsApp for NBFCs, insurance & financial services
Collections, renewals, and onboarding move faster on WhatsApp — with the audit trail and compliance posture financial teams need.
The challenges
- • EMI and premium reminders ignored over SMS and calls
- • Drop-offs during KYC and onboarding
- • No consolidated record of customer communication
How Sandeshly helps
EMI & premium reminders
Automated, read-tracked reminders with a pay-now link reduce missed payments.
KYC & onboarding nudges
Drip sequences guide customers through document submission step by step.
Policy & statement updates
Send renewals, statements, and policy documents as approved templates.
Compliance-ready logging
Every message, consent, and status captured and exportable for audit.
Example messages
Hi {{name}}, your EMI of ₹{{amount}} for loan {{loan_id}} is due on {{date}}. Pay now to avoid late fees: {{link}}
Hi {{name}}, your policy {{policy_id}} is up for renewal on {{date}}. Renew in 2 taps: {{link}}