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WhatsApp in practice · Finance and insurance

Disputes, payments and upgrades handled in the chat, not in a ticket queue

A financial services company moved support tickets, membership upgrades and payment confirmations into guided WhatsApp flows connected to its CRM.

70%more efficient support resolution

The problem

Support tickets and service requests were handled by hand, so answers were slow and uneven. The team could not see who lost interest in its membership plan, failed payouts caused confusion, and payments and enrolments had no live status anyone could check.

What they set up on WhatsApp

  • A guided flow that explains the membership plan's benefits and tracks who moves through it
  • A "raise a dispute" button that collects the details and supporting documents and opens a ticket automatically
  • A payment flow that collects details, confirms the payment and sends access straight after
  • Every payment and enrolment logged to the CRM, with payment status visible in real time

What changed

Support requests are now resolved 70 percent more efficiently, and customers get a confirmation the moment a payment goes through instead of waiting for someone to check.

Figures as published in a public case study about GroMo.

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