Industry Solution
WhatsApp API for Finance, Insurance & CA Firms
Send EMI, premium and filing reminders, share documents securely and answer client queries faster.
✅ EMI & premium reminders
✅ Document collection
✅ Filing deadline alerts
✅ Client follow-ups
Use cases
What you can do on WhatsApp
RemindersEMI, premium and SIP due-date reminders.
DocumentsRequest and receive KYC and tax documents.
DeadlinesITR, GST and renewal deadline alerts.
LeadsFollow up with loan and policy enquiries.
UpdatesShare application and claim status.
WishesFestival and birthday wishes to clients.
Ready templates
Message templates you can use
Copy, edit and submit these for approval in your WATick panel.
EMI reminder
Hi {{1}}, your EMI of ₹{{2}} for loan {{3}} is due on {{4}}. Please keep your account funded.
Premium
Hi {{1}}, your {{2}} policy premium of ₹{{3}} is due on {{4}}. Reply for help with renewal.
Deadline
Hi {{1}}, the last date for {{2}} is {{3}}. Please share your documents soon.
Automation flows
Put it on autopilot
Renewal30 days before due → Reminder → 7 days before → Due date
FilingDeadline alert → Document request → Confirmation
Features
WATick features you will use
- Scheduled reminders
- Document templates
- Team inbox
- Contact labels
- API & webhooks
- Data export
⭐ Recommended plan
Agents and CA firms start with Normal Premium. NBFCs and larger teams should choose Advance.
View Pricing →Customer stories
What our customers say
“We use the WhatsApp Official API mainly for client notifications and follow-ups. WATick has made it easier to keep those conversations connected to our day-to-day workflow.”
“We use WATick for client reminders and service notifications. The WhatsApp API integration has helped us keep communication timely without relying entirely on manual messages.”
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Frequently Asked Questions
Yes, through the WATick API or tools like Zoho, Pabbly and n8n.
WhatsApp messages are encrypted in transit. Follow your own compliance rules for storing documents.
Yes. Use variables for names, amounts and dates.
Grow Your Finance & Insurance Business on WhatsApp
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