Smarter Communication.
Stronger Trust.
Faster Conversions.
Automate client onboarding, share updates, send reminders, and reduce support load with WhatsApp and a CRM tailored for finance professionals.
Why WhatsApp Works for Finance
When dealing with money, trust and speed matter.
Your customers expect fast responses, timely reminders, and easy access to services
—and they prefer WhatsApp over traditional channels.
Whether it’s stock tips, KYC requests, or EMI updates—deliver it all, reliably and instantly.
Why a Conversational CRM is Essential
Handling 100s of customers manually leads to missed leads, errors, and slower service.
CRM tools built for call centers don’t fit fast-moving finance teams.
Picky Assist connects your team, tools, and customer conversations—on the one channel everyone opens: WhatsApp.
What You Can Do with Picky Assist
Convert Leads Faster
Capture and auto-respond to leads from ads,
websites, and referrals with product info and
application steps.
Automate Payment & Policy Reminders
Send EMI, SIP, renewal, or document expiry alerts
with zero manual effort.
Reduce Support Load
Let AI chatbots handle common questions: account
balance, login help, FAQs.
Keep Advisors & Clients in Sync
Assign chats, track lead stages, and update records
without switching tools.
Integrate with Existing Systems
Work seamlessly with your internal CRM, trading
platform, or billing system.
How Each Team Benefits
- Sales & Advisory
- Respond instantly to investment or product queries
- Share brochures, calculators, or links inside WhatsApp
- Convert 18–25% more leads by eliminating first-response delays
- Support & Relationship Teams
- Reduce inbound call volume with smart chatbots and auto-replies
- Handle KYC, statements, and simple requests faster
- Improve client satisfaction and reduce escalation by 40%
- Marketing Team
- Send drip campaigns and product launch updates
- Track campaign performance and client interactions
- Run personalized upsell campaigns (insurance, loans, etc.)
- Billing & Collections
- Automate EMI, SIP, or bill payment reminders
- Send payment links and confirmations inside WhatsApp
- Avoid late payments and manual follow-up burden
- Management & Owners
- Monitor advisor performance, lead stages, and closures
- Track campaign ROI and identify churn or inactivity early
- Make better strategic decisions with real-time reporting
Real Results
22%
increase in new account
conversion
35%
drop in missed payment follow-
ups
3x
faster response to customer
queries
15%
boost in upsell and retention via
automation
Ready to Transform Your Communication?
Clients expect fast, clear communication. Don’t keep them waiting.
Give your team the tools to respond faster and sell smarter—with WhatsApp + CRM.
Manoj Verma Ops Head, SecureWealth AdvisorsWe’ve automated most of our client reminders and queries via WhatsApp. Our sales team now spends more time converting, not chasing. Picky Assist helped us reduce call center load by 40%.