Transform Financial Services with WhatsApp Business API
Rampwin helps financial institutions automate conversations, send real-time payment updates, share statements, and support customers, all through WhatsApp’s secure and compliant platform.
Trusted by the brands
WhatsApp Finance Use Cases
Key Features of WhatsApp Business API for Finance
#1: Keep your customers informed instantly
With Rampwin’s WhatsApp Business API, financial institutions can send real-time updates on transactions, including payment confirmations, fund transfers, loan disbursements, and account activities.
Keep customers informed, reassured, and confident. with instant, secure notifications delivered right to their WhatsApp.
Trigger: Facebook Lead / Website Form
#2: Enhance security with end-to-end encryption
Leverage WhatsApp’s enterprise-grade encryption to send two-factor authentication (2FA) and secure login verification messages, helping customers access their accounts safely and instantly.
With Rampwin, banks and fintech companies can provide an added layer of security without compromising on convenience, keeping every interaction fast, private, and compliant.
Trigger: Calendly, Google Calendar, Zoho Bookings
#3: Reduce late payments and policy lapses with timely alerts
Send automated reminders for bill payments, loan EMIs, and policy renewals through WhatsApp. Rampwin helps you reduce missed deadlines, improve payment completion rates, and keep customers informed, all while maintaining a smooth, secure payment experience.
Trigger: CRM update / keyword reply
#4: Broadcast promocional offers on WhatsApp
Leverage WhatsApp’s 98% open rate and 45–60% click-through rate to send personalized loan, credit card, and insurance offers directly to your customers.
With Rampwin, financial institutions can engage audiences where they’re most active, delivering targeted, timely notifications that drive higher conversions and long-term loyalty.
Trigger: Bulk broadcast with segmentation
#5: Enable 24/7 support
Empower your fintech, banking, and insurance teams to provide round-the-clock customer assistance through WhatsApp, combining AI-powered Chatbots with live agent handovers for seamless support.
With Rampwin, customers receive instant help and real-time solutions, all within their favorite messaging app, ensuring faster resolutions and higher satisfaction.
Trigger: Lead stage changes or manual trigger
Finance Teams Are Closing Deals 2x Faster with Rampwin
Rampwin helps financial brands run personalized WhatsApp campaigns that perform 5x better than email or SMS.
Bajaj Allianz
Result: 40% More Policy Queries Closed in 3 Weeks
Bajaj Allianz used Rampwin to automate policy information sharing, renewal reminders, and customer follow-ups. By integrating their CRM with WhatsApp, they eliminated manual coordination, improved response speed, and doubled their customer conversion rate.
CarDekho
Result: 50% More Test Drives Booked in 2 Weeks
Cosco Builders used Rampwin to automate brochure sharing and follow-ups with walk-in visitors. By integrating their Zoho CRM with WhatsApp, they reduced manual coordination and converted leads 2x faster.
Rampwin connects with the tools you already use
Automate tasks across CRM, eCommerce, payments, and support, no coding needed. Just click, connect, and let WhatsApp workflows do the work.
IT & Internet Services
Showcase offerings & close B2B leads faster with chat automation
Why WhatsApp Marketing in 2025?
WhatsApp is the One Platform that brings together Actionable Notifications & Customer Support!
98%
Open Rate
45-60%
Click Rates
2.60Bn+
Active Users
70%
Engagement Rate
Trusted by 5,000+ Businesses ton Power Conversations That Convert
Startups, agencies, and growing teams use Rampwin to launch faster, reply smarter, and drive real results, every day.
Rampwin has completely changed how we connect with our customers. We used to send manual messages, now everything is automated and personalized.
Mr. Jim
Founder, Nutrition Point HK
We handled hundreds of costumer queries daily. Rampwin has completely streamlined our process. The multi-agent WhatsApp inbox helps our team manage chats effortlessly.
Mr. Manvendra Singhal
Founder, Look my Holiday
Rampwin made WhatsApp marketing effortless for us. We now reach thousands of customers in minutes and track everything in real time. Their support team is super helpful too
Founder, Value fundz
Founder, Value fundz
5,000+ businesses trust Rampwin to send over 12 million messages every month and grow faster.
Close More Deals with WhatsApp Automation
Rampwin enables financial institutions to send secure, automated reminders and confirmations over WhatsApp, reducing missed payments, improving cash flow, and delivering a better customer experience.
