Transform Loan Inquiries into Funded Accounts Faster
Automate client onboarding, share updates, send reminders, and reduce support load with WhatsApp and a CRM tailored for finance professionals.
Why WhatsApp Works for Finance ?
When dealing with money, trust and speed matter.
Your customers expect fast responses, timely reminders, and easy access to services and they prefer WhatsApp over traditional channels.
Whether it’s stock tips, KYC requests, or EMI updates, deliver it all, reliably and instantly.
Why a Conversational CRM is Essential ?
Handling 100s of customers manually leads to missed leads, errors, and slower service.
CRM tools built for call centers don’t fit fast-moving finance teams.
Picky Assist connects your team, tools, and customer conversations, on the one channel everyone opens, WhatsApp.
What You Can Do with Picky Assist ?
Convert Leads Faster
Capture and auto-respond to leads from ads, websites, and referrals with product information
Automate Payment & Policy Reminders
Send EMI, SIP, renewal, or document expiry alerts with zero manual effort.
Reduce Support Load
Let AI chatbots handle common questions on account balance, login help, FAQs.
Keep Advisors & Clients in Sync
Assign chats, track lead stages, and update records without switching tools.
Integrate with Existing Systems
Work seamlessly with your internal CRM, trading platform, or billing system.
How Each Team Benefits
- Sales & Advisory
- Respond instantly to investment or product queries
- Share brochures, calculators, or links inside WhatsApp
- Convert 18–25% more leads by eliminating first-response delays
- Support & Relationship Teams
- Reduce inbound call volume with smart chatbots and auto-replies
- Handle KYC, statements, and simple requests faster
- Improve client satisfaction and reduce escalation by 40%
- Marketing Team
- Send drip campaigns and product launch updates
- Track campaign performance and client interactions
- Run personalized upsell campaigns (insurance, loans, etc.)
- Billing & Collections
- Automate EMI, SIP, or bill payment reminders
- Send payment links and confirmations inside WhatsApp
- Avoid late payments and manual follow-up burden
- Management & Owners
- Monitor advisor performance, lead stages, and closures
- Track campaign ROI and identify churn or inactivity early
- Make better strategic decisions with real-time reporting
- Compliance & Risk Management
- Ensure approved, audit-ready communication across WhatsApp conversations
- Monitor consent, disclosures, and message history for regulatory compliance
- Reduce risk by flagging non-compliant interactions and unusual client activity early
Real Results
72%
increase in new account
conversion
55%
drop in missed payment
follow ups
10x
faster response to customer
queries
65%
boost in upsell and retention via
automation
Ready to Transform Your Communication?
Clients expect fast, clear communication. Don’t keep them waiting.
Give your team the tools to respond faster and sell smarter, with WhatsApp + CRM.
Manoj Verma Ops Head, Secure Wealth AdvisorsWe’ve automated most of our client reminders and queries via WhatsApp. Our sales team now spends more time converting, not chasing. Picky Assist helped us reduce call center load by 40%.