From first question to a personal intake
Financial services run on trust, yet first contact usually happens through forms and email. Enquiries sit waiting and people move on. With CommuniQate you move that first conversation to WhatsApp: a fast reply, a clear intake and every conversation in one place.
- A fast, personal reply to every enquiry, in the channel people already use
- A clear intake that asks the right questions up front
- Book, confirm and remind appointments without phone tag
- Every conversation in one team inbox, so nothing sits waiting
Hi! Thanks for signing up. May I ask you a few quick questions?
10:00Sure, go ahead
What would you like to work on most?
10:01More grip on my finances
Clear. Let's book a 15 minute introduction call.
10:02Use cases for financial service providers
Tap a use case to see the WhatsApp example
Hi Sanne! Great that you signed up. First, a few quick questions.
What would you like to work on most?
Learning to invest
Got it. How much time can you free up each week?
3 to 5 hours
Thank you! One of our coaches will review your application and get back to you today.
Even more applications
Waiting list and intake rounds
Let people sign up via WhatsApp for the next intake round and send a message as soon as a place opens up.
Reminder for annual paperwork
An automatic message when you need documents or details from a client, with a clear checklist attached.
Reporting a change
Clients report a change or a new situation inside the chat, so the file stays current without a form.
Onboarding new clients
A short series of messages that explains step by step how the collaboration works and who to turn to.
Call-back request via WhatsApp
Anyone who prefers a call picks their own slot. You call at a time that works and nobody waits in a queue.
Asking for a review
After the programme ends, an automatic short question about the experience, with a review link for happy clients.
Customer cases in financial services
Crypto Universiteit - personal selection via WhatsApp
Every application arrives in WhatsApp, goes through the selection questions there, and the intake call is booked inside the same conversation.
Der Goldmann Nordhorn - selling gold via WhatsApp
Their own Cockpit system drives nine WhatsApp automations, from request confirmation to review request and gold price update.
“What it mainly delivers: an overview in the figures, an instant response speed, and focusing on what we need to do instead of carrying out repetitive actions by hand.”
From first chat to live within a week
No big IT project. We set everything up together and your team can get going right away.
Introduction and demo
We look at your enquiries and intake together, and agree which information does and does not go through WhatsApp.
We set everything up
WhatsApp number, intake questions, follow-up messages and appointment booking. You do not have to do anything technical.
Live and guided
Live within a week. We train the team and keep an eye on things until everything runs smoothly.
Frequently asked questions
The questions we hear most often in this line of work. Not seeing yours? Feel free to message us.
Ready to run your intake through WhatsApp?
Book a no-obligation demo and discover how CommuniQate helps your financial services firm with faster follow-up, a personal intake and full overview in one team inbox.
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