01
Chasing documents
KYC, ITR copies and bank statements take weeks of reminders before a file is complete.
Whats Agent for Financial & Business Service Providers
Win more renewals and chase fewer documents
For firms offering company registration, loans, insurance and GST/tax services: automatic client groups, deadline and renewal reminders, document follow-ups and cross-selling to past enquiries — from one dashboard.
Auto Group CreationScheduled RemindersBulk Re-engagementMessage Analytics
Sound familiar?
Common WhatsApp headaches for Financial & Business Service Providers
02
Missed renewals, lost revenue
Policies and annual compliance lapse, or quietly move to another advisor.
03
One advisor, hundreds of clients
Typing the same deadline reminder to every client doesn’t scale.
04
Old enquiries forgotten
People who asked about a loan or registration last year never hear from you again.
Use cases
What you can automate
Each use case maps to a core Whats Agent feature. See all features →
Auto client groups
A group per client or service — company registration, loan file, GST client — created as you onboard.
Deadline reminders
GST returns, ROC filings, EMI dates and policy renewals scheduled well in advance.
Document follow-ups
Polite nudges for KYC, bank statements and incorporation papers until the file is complete.
Renewal revenue
Renewal-season reminders so insurance and annual-compliance renewals don’t slip away.
Cross-sell & revive enquiries
Offer loans, insurance or compliance packages to past client and enquiry groups.
Read tracking
See which client groups haven’t read a reminder and follow up only there.
Why it pays off
Key advantages
Auto client groups
Every new client gets a ready group.
Deadline reminders
GST, ROC, EMI and renewal dates covered.
Document follow-ups
Files complete faster, with less chasing.
Renewal revenue
Fewer lapsed policies and compliance renewals.
Cross-selling
Introduce loans, insurance and tax services to existing clients.
Reviving old enquiries
Turn last year’s enquiries into this year’s clients.
Read tracking
Know who saw the reminder.
Time saved
Stop typing the same message to every client.
Professional image
Consistent, timely, well-formatted updates.
Message templates
Ready-to-schedule examples
Sample messages — swap the {{variables}} for your details.
Company Registration · Client GroupScheduled · document follow-up
📄 To file your incorporation we still need: director PAN & Aadhaar, registered-office address proof and a recent utility bill. Please share them one-to-one with {{advisor_name}} by {{date}} — not in this group.
Template 1 · edit variables in {{ }} before sending
Business Clients · GSTScheduled · monthly
📅 GSTR-3B for {{month}} is due on {{due_date}}. Please send your sales and purchase data by {{doc_deadline}}. — {{firm_name}}
Template 2 · edit variables in {{ }} before sending
Past Enquiries · Loans 2025Bulk re-engagement
Namaste 🙏 You had enquired about a business loan with us. We now also help with {{service}} and business insurance. Reply ‘CALL’ and an advisor will reach out to you personally.
Template 3 · edit variables in {{ }} before sending
How it works
Live in three steps
1
Import your clients
Create groups per client or service from a simple list.
2
Load deadlines & follow-ups
Schedule filing dates, EMIs, renewals and document nudges.
3
Track, renew & cross-sell
Use read data to follow up and re-engage past enquiries.
Privacy & consent note
Share personal documents, loan details and policy information one-to-one — never in groups. Message only people who have opted in to your groups, and follow the rules that apply to your services (for example RBI and IRDAI guidelines and the DPDP Act, 2023).
More in Professionals
See Whats Agent set up for Financial & Business Service Providers
Book a 15-minute walkthrough tailored to your groups, your calendar and your team.
or WhatsApp us at +91 99631 40558
14-day free trial · No card needed · Setup help included