Marketing use cases
- Consultation booking
- Renewal reminders
- Cross-sell campaigns
- Consultation booking
Industry
WhatsApp for Financial Services
Advisory and service teams need better follow-up across prospects and customers.
How WatMagic Helps
Marketing, Sales and Support in One Channel
Sales use cases
- Renewal reminders
- Cross-sell campaigns
- Support workflows
- Consultation booking
Customer support use cases
- Cross-sell campaigns
- Support workflows
- Pipeline tracking
- Consultation booking
Example Journey
A Financial Services Customer Journey
1
Inquiry
2
Qualification
3
Reminder
4
Human Handoff
5
Follow-up
Recommended Integrations
Connect the Stack
Make WhatsApp Work Like Magic
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