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Fintech companies · WhatsApp marketing

Finish the application on the channel where the user already talks.

WhatsApp marketing for a fintech company means consented, registered messaging that guides a user through KYC, answers questions and routes a complaint to a person. GullySales sets up the message types and replies, and tells you to check the platform's current rules before sending.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

A fintech representative demonstrates a payment terminal to a shopkeeper

What WhatsApp marketing means

WhatsApp marketing is sending updates, offers and reminders to customers on the app most Indian buyers already check daily. GullySales sets up business WhatsApp, writes the message templates and keeps the list consented and current.

Also for fintech companies

Sales and marketing for fintech companies, the overview.

Last updated 18 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For fintech companies

Where it usually goes wrong, and what we would do.

  • “A transaction message is not a promotion”

    Telling a user their KYC is incomplete is different from advertising a new loan. The two are set up differently and judged differently, so the journeys are kept apart.

  • “A reply should reach a human”

    Users ask about charges, recovery and safety in the same thread. A bot loop that cannot answer deepens suspicion. A visible route to a person makes the channel trustworthy.

  • “Fraud makes users wary of any message”

    People have been cheated in the name of lending apps. A message must use a verified sender, never ask for passwords or one-time codes, and say how to confirm it came from you.

What we do

What we deliver for fintech companies.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Message templates for each KYC step

    Approved templates for pending documents, rejected photos and completed onboarding.

    Result: Each step has a template ready for approval.

  2. An opt-in and opt-out flow

    Clear consent at signup and a simple stop word.

    Result: Every contact has a recorded permission.

  3. A reply handling guide

    Answers for common questions and rules for when a human takes over.

    Result: Complex questions go to a named person.

  4. Anti-fraud wording

    Standard lines that tell users what you will never ask for.

    Result: Each message carries the same safety line.

  5. Lender-side use

    A light channel for pilot coordination with the champion, where the bank allows it.

    Result: Pilot contacts know where to ask.

How the result is measured

  • Messages delivered
  • Reply rate
  • Enquiries from WhatsApp

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full WhatsApp marketing and automation page

Who it is for

This is written for these fintech companies.

  • Digital lending apps working with an NBFC or bank partner
  • Investment and wealth apps for first-time investors
  • Insurance technology platforms selling policies online
  • Credit score and personal finance apps
  • B2B software for banks, NBFCs and cooperative lenders
  • Business accounts and neobank-style apps run with a partner bank, for startups and small businesses
  • Accounting, billing and expense tools for small businesses with a finance element
  • KYC, collections and risk technology sold to regulated lenders

How it works

How the whatsapp marketing work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Understand current WhatsApp use

    We review how customers currently message you and how consistently, if at all, it is answered.

  2. 2

    Audit common questions

    We identify the questions that come up repeatedly, which decide what should be automated first.

  3. 3

    Set up automation and templates

    An automated first response and quick reply templates are built for the most common needs.

  4. 4

    Connect to the CRM

    Conversations are linked to customer records so context carries over between team members.

  5. 5

    Measure and optimise

    We track response time and conversion, refining automated responses based on what customers actually ask.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 0, foundation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Which WhatsApp tools do you use?
The WhatsApp Business Platform through a provider that fits your volume and your security needs. We compare options with your team.
Can we send offers to old users?
Only where consent covers it and the platform's current rules permit it. Compliance approves the wording.
What about user data?
Keep identity and financial data out of the chat. Use the secured app for documents and the chat for guidance.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for fintech companies

Everything else we would do for you.

Or start from the overview: sales and marketing for fintech companies.

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