How Nirmal Bang automated support for 500,000+ investors 24/7 with WhatsApp CRM
Client overview
Nirmal Bang is a well-established financial services firm offering trading, investment, and wealth management solutions to a large base of retail and active investors across India.
About Nirmal Bang
-
Location
India -
Services
Financial services and Investment advisory -
Scale
Trading, investment, and wealth management solutions -
Growth
Retail and active investors across India
Operating in the Financial Services and Investment Advisory sector, Nirmal Bang serves clients who regularly need updates on portfolio performance, balances, holdings, and transaction activity. Traditionally, this information required clients to log in to multiple platforms or rely on manual reports. To simplify investor communication and improve accessibility, Nirmal Bang adopted a WhatsApp-based automation solution powered by Picky Assist, integrated directly with its back-office systems.
The challenge
As client expectations for real-time financial information increased, Nirmal Bang faced several operational and communication challenges:
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Multiple platform dependency
Clients had to log in to different systems to access portfolio and transaction details
-
Manual report sharing
Daily transaction reports required additional effort to distribute
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High information access friction
Retrieving basic details like balances or holdings was not instant
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Growing client communication load
Repeated information requests increased operational effort
-
Need for secure and timely updates
Financial data required controlled, reliable delivery channels
The Picky Assist solution
Picky Assist implemented a WhatsApp-based investor communication framework, seamlessly integrated with Nirmal Bang’s back-office software. The solution focused on enabling instant self-service access and automation
WhatsApp integration with back-office software
Real-time syncing of financial data with WhatsApp workflows
Instant portfolio information via WhatsApp
Clients could access available balance, holdings, and ledger reports directly on WhatsApp
Self-service financial queries
Reduced dependency on platform logins and manual support
Automated end-of-day WhatsApp reports
Daily transaction summaries sent automatically to clients
PDF report delivery
Secure sharing of end-of-day transaction reports in PDF format
Centralized communication channel
All investor communication delivered through a single WhatsApp touchpoint
Business impact
The implementation delivered clear operational and customer experience benefits:
Real-time access to portfolio and financial details via WhatsApp
Reduced client dependency on multiple platforms
Automated, consistent end-of-day transaction reporting
Lower operational
effort for routine requests
Secured
communication
channel for updates
Before vs after snapshot
See the transformation in business communication
| Area |
|---|
|
Portfolio access |
|
Balance & holdings |
|
Transaction reports |
|
Client communication |
| Before |
|---|
|
Multiple platform logins
|
|
Manual checks
|
|
Manual or delayed sharing
|
|
Fragmented channels |
| After |
|---|
|
WhatsApp-based self-service
|
|
Automation-driven workflows
|
|
Automated end-of-day PDFs
|
|
Centralized WhatsApp channel
|
Ready to simplify investor
communication like Nirmal Bang?
If your financial services business still relies on multiple platforms and manual report sharing.
It’s time to move to a smarter, automated communication model.
