Loan processing, claims handling, and client coordination — all running on the platform your teams already use. With full audit trails, media archival, and intelligent automation.
Loan documents shared in chats and lost. Claims photos scattered across personal phones. Client conversations with zero compliance trail. Sound familiar?
KYC documents, income proofs, and loan agreements shared in WhatsApp and never properly filed.
Regulators require communication records. Personal WhatsApp chats don't cut it.
Relationship managers spend hours chasing clients for documents and status updates.
No way to monitor what's being communicated to clients across hundreds of groups.
Every use case includes automated group creation, media archival, participant tracking, and compliance-ready audit trails.
Auto-create a group per loan application linking customer, RM, underwriter, and docs team. Documents shared are archived instantly. AI tracks document completeness and sends collection reminders.
Dedicated group per claim with claimant, adjuster, and repair shop. Damage photos/videos auto-archived as evidence. AI tracks claim stages and flags fraud signals from metadata.
Private groups per HNW client with advisor and support team. Portfolio updates, market insights, and questions — all archived for regulatory compliance with full audit trail.
WhatsApp groups per lending circle with loan officer and all borrowers. AI tracks repayments, identifies defaults early, and enables peer accountability — all on the platform borrowers already use.
Group per new merchant with onboarding specialist and tech support. AI tracks activation milestones from account setup to first transaction, sending nudges when merchants stall.
Secure groups per investigation with fraud analysts, compliance, and ops. Evidence archived, action items tracked, time-sensitive escalations automated. Investigation timelines generated for regulators.
Link your WhatsApp Business account to Ambient Intelligence. Full consulting call and onboarding support included.
Set up group templates — who gets added, what roles, what triggers group creation.
Groups auto-create when leads arrive. Media archives, participants tracked, flows triggered — automatically.
Admin dashboard shows every group, every document, every participant. AI highlights what needs attention.
Join financial institutions already saving 15+ hours per week with intelligent WhatsApp automation.
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