Industries · Banking and insurance

Every conversation, a secure transaction

Turn your digital channels into a full-service digital branch: account opening, fraud prevention, collections and loyalty, with biometric verification and e-signatures built in, paperless and frictionless.

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Every conversation, a secure transaction

We have advised major brands in 16 countries

  • Abbott
  • AFP Capital
  • AFP Habitat
  • Avon
  • Banco General
  • Banco Promerica
  • Caja Los Andes
  • Cargo Expreso
  • Castaño
  • Cencosud
  • Chilexpress
  • Claro
  • Coca-Cola Andina
  • D&C
  • Econorent
  • Entel
  • Froneri
  • Global Bank
  • Izipay
  • LATAM Airlines
  • L'Oréal
  • Mallplaza
  • Manpower
  • Niu
  • Posadas
  • RAC Asistencia
  • Ripley
  • Simmons
  • SMU
  • SURA
  • Telefónica
  • Transbank
  • Tur-Bus
  • Universidad de Las Américas
  • Universidad Tecnológica del Perú
  • Vivo
  • WOM

Digital banking promises speed, but traditional channels keep leaking customers

What changes when you bring the bank into the conversation.

  • More conversion

    Recover up to 7 out of 10 users who dropped off during web onboarding.

  • Lower cost to serve

    Automate 80% of repetitive inquiries and free up your contact center.

  • Less risk and fraud

    Real-time alerts and one-tap card freezing.

  • Higher LTV

    Contextual cross-selling and premium communities that boost retention.

Use cases by area

Seven areas of a bank or insurer you can solve inside the conversation.

  • Acquisition and onboarding

    Turn leads into active customers without leaving WhatsApp: account opening and card activation with biometrics, e-signature and OTP, 24/7 credit pre-qualification, scheduling from Click to WhatsApp and digital adoption tutorials.

  • Service and support

    Resolve most inquiries without human intervention: 24/7 balances and certificates, data changes and claims with tickets, consultative sales with bot, human and AI, IVR deflection to WhatsApp and NPS/CSAT surveys.

  • Payments and contracts

    Digitize payments, receipts and signatures without a branch visit: currency exchange, payment confirmations, contract renewals with e-signature and voice alerts for high-value transactions.

  • Security and fraud

    Protect customers and the institution: suspicious-activity alerts with one-tap blocking, 24/7 card blocking and activation, and stronger identity verification with biometrics.

  • Collections

    Recover debt without overloading the call center or being limited by business hours: an AI voice agent that negotiates and refinances, plus interactive reminders with self-service debt management and in-chat payment.

  • Marketing and loyalty

    Increase LTV with contextual offers: cross-selling and reactivation from the CRM, premium investor communities, campaign attribution with CAPI and financial education.

  • Internal operations

    Organize internal communication and support with traceability: an IT help desk with 24/7 first-level resolution, employee onboarding and compliance alerts through groups.

Products for banking and insurance

Frequently asked questions

Can customers open accounts or sign up for products entirely on WhatsApp?

Yes. The flow combines in-chat forms, biometric identity verification, OTP and e-signature, so customers finish the process without visiting a branch or switching channels.

How are customers protected against fraud?

With real-time alerts on the channel customers actually read, one-tap card blocking and stronger biometric identity verification for sensitive operations.

Does it integrate with my core banking and systems?

Yes. Balance inquiries, payments, certificates and data changes connect to your systems, so self-service and agents work with real information.

Does it work for collections too?

Yes. An AI voice agent and interactive reminders let customers negotiate, refinance and pay from the chat, 24/7 and segmented by delinquency stage.

Bring your banking services to where your customers already are

We’ll show you in 30 minutes how it would work in your operation.

Request your demo