Fintech & Financial Services Automation
WhatsPortal delivers personalised account statements on WhatsApp every month — read immediately, accessible forever on mobile, and eliminating the 'I didn't receive my statement' calls to your support team.
Official Meta BSP · End-to-end encrypted
01
Your statement email has a 15–20% open rate. 80% of customers never see it. They then call your support line asking for their balance, transaction history, or outstanding amount — information that was sitting unread in their inbox.
02
Customers who don't review their statements regularly miss discrepancies, accumulate unnoticed charges, and feel disconnected from their financial product. That disconnection leads to churn.
03
Mobile-first customers — the majority of your user base — don't manage finances through desktop email. Their primary device is their smartphone. WhatsApp is where financial information should land.
The solution
At the end of each billing cycle, WhatsPortal sends each customer their account statement as a PDF on WhatsApp — triggered automatically from your core banking or CRM system.
Include a brief summary in the WhatsApp message — opening balance, closing balance, total credits, total debits, outstanding amount — so customers get the key numbers without opening the PDF.
Every message includes the customer's name, account number (masked), statement month, and a note of any actions required — 'Your outstanding balance of ₹X is due on [Date].'
WhatsPortal tracks when each statement was delivered and read. Your team knows which customers have received their statement — useful for dispute management and audit trails.
How it works
Connect your statement generation system
Trigger WhatsPortal via webhook when monthly statements are generated. The PDF URL and customer details are passed automatically.
Statements deliver on WhatsApp
Each customer receives their personalised statement at the configured time. No manual sending, no batch email campaigns.
Support calls for statement queries drop
Customers have their statement on their phone. Your support team handles disputes and complex queries — not 'please send me my statement' requests.
Automated credit log
Application data and document verification logs are pushed to your loan management system or CRM database instantly.
Suresh P.
FlexiLoans
Hello Suresh! We received your application for a Personal Loan at FlexiLoans. 💳
2:30 PM ✓✓
To complete your application, we need to verify your KYC documents. You can upload them here.
2:30 PM ✓✓
Upload PAN Card
2:31 PM ✓✓
Please share a photo of your PAN Card. Make sure the details are clearly visible.
2:31 PM ✓✓
📸 Attached my PAN card image
2:32 PM ✓✓
PAN Card received successfully! Let's proceed to the next step. ✅
2:32 PM ✓✓
Example conversation — automated by WhatsPortal
What our customers say
“We moved monthly statements to WhatsApp for our lending portfolio. Statement-related support calls dropped noticeably and customers told us they actually look at their statements now.”
Live
WhatsApp document delivery achieves significantly higher open rates than email for financial communications
< 1 min
Average setup time for standard workflows
3×
Increase in response rates compared to email alerts
₹0
Get started for free — free plan included
FAQ
Yes. Build separate statement delivery flows for each product type, each with its own template and trigger timing.
WhatsApp Business API messages are end-to-end encrypted. PDFs shared via WhatsApp are as secure as any standard WhatsApp file transfer. For additional security, password-protect the PDF before sending.
Yes. If the statement shows an outstanding or overdue amount, include a payment link directly in the WhatsApp message — turning a passive statement into an active payment prompt.
Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.
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No credit card required. Free plan available. Official Meta BSP.
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