Fintech & Financial Services Automation
WhatsPortal guides new investors through account setup on WhatsApp — KYC documents, bank linking, first trade tutorial — reducing dropoff at every step and getting users to their first trade faster.
Official Meta BSP · No credit card required
01
A new investor downloads your trading app. They start the account opening process — PAN upload, Aadhaar, bank statement, signature, in-person verification. Halfway through, they stop. They return two days later and have to start over.
02
New investors — especially first-timers — don't understand what documents are needed, why they're needed, and what happens after submission. The lack of guidance creates anxiety and abandonment.
03
Account opening on WhatsApp — the platform new investors already use daily — is significantly less intimidating than a multi-screen app flow they've never used before.
The solution
The bot walks users through every step — PAN submission, Aadhaar upload, bank account details, signature — one at a time, with clear instructions and examples at each step.
After each document is received, WhatsPortal sends a confirmation — 'PAN received. Sending Aadhaar step now.' Users feel progress, not uncertainty.
When the account is verified and activated, WhatsPortal sends a WhatsApp notification with login credentials, a link to the trading app, and a 'how to place your first trade' guide.
After activation, a 7-day onboarding sequence — 'Here's how to add funds', 'How to place a buy order', 'Track your portfolio' — delivered on WhatsApp, builds investor confidence and reduces time-to-first-trade.
How it works
Trigger onboarding at lead capture
When a prospect fills in an interest form or clicks a Meta Lead Ad, WhatsPortal starts the demat onboarding sequence automatically.
User submits documents on WhatsApp
The bot guides each step, collects each document, and confirms receipt — no navigation, no confusion.
Activation triggers the next phase
Account activated? WhatsPortal automatically starts the first-trade education sequence — turning a new account holder into an active investor.
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
“Demat account dropoff was our biggest acquisition cost problem. Moving onboarding to WhatsApp improved completion rates significantly — users said it felt like a conversation, not a form.”
Live
WhatsApp-guided demat onboarding achieves significantly higher completion rates than web-only account opening flows
< 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. PAN, Aadhaar, bank account details, income proof, and signature images can all be collected via WhatsApp. For in-person verification requirements, the bot guides users to the relevant KYC centre or video KYC process.
Yes. When a user asks a question outside the bot's flow, the conversation escalates to your shared team inbox. Your onboarding support team picks it up with full context.
Yes. Configure a post-activation content drip — basic investing concepts, how to use your platform, market terminology — delivered on WhatsApp over the first 2 weeks. Educated investors are more active investors.
Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.
Related workflows
Fintech KYC document collection
Send and manage automated WhatsApp campaigns tailored for Fintech & Financial Services operations.
Learn more
Fintech credit score bot
Send and manage automated WhatsApp campaigns tailored for Fintech & Financial Services operations.
Learn more
Fintech investment portfolio updates
Send and manage automated WhatsApp campaigns tailored for Fintech & Financial Services operations.
Learn more
No credit card required. Free plan available. Official Meta BSP.
We use cookies
We use essential cookies to make the product work, and optional cookies for support chat. See our privacy policy.
