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WhatsApp in practice · Finance and insurance

Fewer leads lost between the ad and the agent

A financial services firm put ads, follow-ups, routing and reporting on WhatsApp in one place, and cut the number of leads that went cold.

45%less lead churn
20%more leads acquired
2xoperational efficiency

The problem

Retries, opt-outs, follow-ups and lead tracking were done by hand, which was slow and easy to get wrong. Marketing, sales and support worked in separate tools, so replies were late and inconsistent, and nobody could see how a campaign was really doing.

What they set up on WhatsApp

  • Click-to-WhatsApp ads, with interested people tagged automatically for follow-up
  • Failed messages retried automatically, and follow-ups triggered by what each person did
  • Button-based journeys that guide people through the next step, with each lead routed to the right agent by campaign
  • A chatbot for questions outside office hours, and one view of delivery and replies across campaigns

What changed

Lead churn fell by 45 percent, lead acquisition rose by 20 percent, and the team reports twice the operational efficiency.

Figures as published in a public case study about Choice Connect.

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