Client follow-up that's fast, and on the record
Quote requests go cold while you're in meetings, and document requests get buried in email. Recoverly brings WhatsApp for financial services to your firm's own number: instant replies to inquiries, reminders for documents, meetings, renewals and payments, and a record of who consented to what. Advice stays with your people.
Where client follow-up breaks down
Clients leave quietly when a quote takes two days, a document request gets lost, or a renewal slips past without a call.
Quote requests answered tomorrow
A mortgage or insurance inquiry arrives at 7 PM. By the time you call back the next afternoon, a comparison site has shown them three competitors.
Documents chased by email for weeks
Pay stubs, tax forms, ID, proof of address. Each request is another email thread, and every missing item delays the application.
Client chats on personal phones
Advisors text clients from personal WhatsApp accounts. Nobody else sees the thread, consent isn't recorded, and the history leaves with the advisor.
WhatsApp for financial services: what to automate, and what not to
Automate the reminders and the logistics. Keep advice human. Every flow ships with templates, timing, quiet hours and stop rules.
Instant reply to quote and contact forms
A form on your site or a comparison-site lead gets a WhatsApp reply in seconds, one question to route it, and a booking link. Hot leads are flagged for a person.
Document collection reminders
A checklist of what's missing with a link to your secure portal, then reminders at 48 and 96 hours until the file is tagged complete.
Meeting and review reminders
Booked through Calendly or Cal.com? The client gets a confirmation with what to bring, a reminder the day before, and the video link an hour out.
Renewal and deadline reminders
Policy renewals, annual reviews and tax filing deadlines go out as utility notices when your system flags them, with a button to book the call.
Payment reminders
Premium due, installment due, invoice overdue: amount, due date and a secure payment link, with one follow-up if it's still open. It stops the moment it's paid.
AI for process questions, not advice
The AI answers which documents you need, how the process works, office hours and how to book. Anything that sounds like advice goes to your team in the shared inbox.
Consent and record keeping, built in from the first message
In regulated work, how you message matters as much as what you send. Recoverly records each contact's consent source, sends business-initiated messages only as approved templates, honors STOP instantly, and keeps conversations on your firm's number in the shared inbox.
- Consent at the source. A WhatsApp checkbox on every form, stored with the contact.
- Utility by default. Reminders and notices written as utility templates, no promotions mixed in.
- Marketing only with opt-in. Newsletters and offers reach only contacts who opted in to marketing.
- STOP means stop. Opt-outs are suppressed, not deleted, so a re-import can't re-subscribe anyone.
- One firm number. Every thread in one inbox, receipts in the log.
Live this week
Connect your firm's number
Continue with Meta, confirm the WhatsApp Business number clients already use, scan a QR code. The phone app keeps working.
Connect forms, calendar and CRM
Forms, your CRM and billing system connect through Zapier or a webhook; meetings through Calendly, Cal.com or any scheduler with webhooks.
Set the guardrails, then publish
Add a consent checkbox to every form, limit the AI's guidelines to process questions, set quiet hours, and switch on the reminders.
Messages that get replies
Use them as-is or edit the copy; Recoverly submits templates to Meta for approval.
WhatsApp for finance & insurance, asked and answered
Also built for
Answer first. Keep the record.
Connect your firm's number, add consent to your forms, and let reminders do the chasing while your people give the advice.