ReachO
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Use case

Banking & finance

KYC collection, statement delivery, loan application flows.

Document collection is where lending applications stall. Asking for them in the channel the applicant already reads moves the completion rate more than another email reminder will.

62% docs collected

Typical result teams report in this industry.

Walkthrough

How the conversation runs

Start to finish, in one WhatsApp thread.

  1. 1
    Application starts

    A WhatsApp Flow collects structured applicant details.

  2. 2
    Documents requested

    The applicant uploads directly into the thread.

  3. 3
    Status updates

    Utility templates keep the applicant informed at each stage.

  4. 4
    Statements and servicing

    Recurring statement delivery and payment reminders after disbursal.

What teams use most

  • WhatsApp Flows for structured application forms.
  • Media handling for document upload.
  • Recurring campaigns for statements and payment reminders.
  • Audit logs and role-based access.
Please read this one carefully

Financial services messaging is regulated, and in India that includes RBI guidance on customer communication and outsourcing, plus the DPDP Act. ReachO is infrastructure, not a compliance product — you are responsible for consent, data residency and record-keeping obligations in your market. Take your own legal advice before going live.

Other industries

Fashion & lifestyle

Product cards, size guides, post-purchase styling tips.

14% AOV lift

B2B & wholesale

Tier pricing, proforma invoices, dispatch tracking in chat.

3× faster order cycle

D2C food & FMCG

Cart rescue, subscriptions, recipe drops to subscribers.

28% cart recovery

Run banking & finance on WhatsApp

Connect your own WhatsApp Business account and start with the free plan.

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