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Finance & Insurance

Finance & Insurance

Finance and insurance are among the sectors where customer communication is the most important. Realize your sales, support, and operations quickly through a single platform with WhatsGO.

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Finance & Insurance

Finance & Insurance industry trusts WhatsGO

Why WhatsGO?

Industry-specific features and integrations

Payment service provider

Proven expertise on WhatsApp, Facebook, and Instagram platforms

Solutions to local needs in global standards

Who Uses WhatsGO?

Insurance Companies and Agencies

Insurance Companies and Agencies

Insurance is a sector where direct communication is important and makes a difference. When using WhatsGO, your contribution to providing pre-renewal information and reminders, delivering policies and payment receipts, and responding to requests and questions will be invaluable.

Brokers and Investment Companies

Brokers and Investment Companies

Investment companies are another areas where continuous information flow and fast and qualified customer service are very valuable. Give confidence to your investor customers by using AI Chatbot, quick reply, and file sharing features with WhatsGO.

Banks, Investment, and E-Money Institutions

Banks, Investment, and E-Money Institutions

Use WhatsGO solutions for communication with your customers or in joint projects with other brands.

Make a Difference with WhatsGO

Marketing and Sales

Marketing and Sales

Make your sales and marketing communication via any channel with WhatsGO. Complete the payment process together with your customers.

  • Support all your marketing communications with periodic campaigns, early payment advantages, and messages.
  • Increase your conversion rate with personalized or segment-specific messages.
  • Share packages with airfare and accommodation for your overseas customers and get bookings and payments.
  • Get payments easily with personalized links.
Improve Your Customer Support

Improve Your Customer Support

WhatsGO makes it easy to manage all your communication channels and lets you be there for your customers whenever they need you.

  • Take advantage of the AI chatbot, ready-made message templates, and the ability to send files such as images, videos, and documents when answering questions.
  • Send instant direct messages with travel or accommodation changes, reminders, and notifications.
  • Send and receive messages in any language with WhatsGO’s Dynamic Translation feature.
  • Quickly respond your customers in all languages and archive all correspondence.
Manage Your Operation

Manage Your Operation

Use WhatsGO’s tailor-made solutions for the tourism industry to always improve your service quality.

  • Manage your facility and field operations, customer demands, and call center operations from a single center.
  • Create reservations for your customers easily and assign tasks to your team with the calendar module.
  • Organize all information about flights, transfers, and accommodation.
  • Provide instant notifications in any emergency and unexpected situations.

Frequently Asked Questions about the Finance & Insurance Industry

Yes, integrating a WhatsApp account with WhatsGO operates in such a way that as many representatives as you wish can easily manage the offer, follow-up, and payment steps through a single number. You can easily separate your representatives by teams or departments and assign representatives according to the needs of your customers.

You can easily transfer your products to the WhatsGO panel and inform your customers via WhatsApp with an instant, ready-made message template, or AI Chatbot.

Yes, WhatsGO allows you to easily communicate with your customers via WhatsApp and all other digital communication channels.

Yes, documents and files can be shared via WhatsGO through all digital communication channels. Shared files are always stored in the WhatsGO system.

Yes, WhatsGO enables you to instantly or automatically share all your documents, singular or repetitive.

Yes, you can support your customers by assigning as many representatives as you wish to the call center of your business in the field of finance or insurance through a single number or social media account.

Get Information from Our Finance & InsuranceIndustry Experts

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