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//AI Automation × WhatsApp & Chat Automation × Finance & BFSI · India

WhatsApp & Chat Automation for Finance & BFSI in India

WhatsApp Business, web chat, Instagram and Messenger bots that capture, nurture, and support — with a clean handoff to humans and a unified inbox. For finance & bfsi teams, delivered to India.

Finance & BFSI teams in India need whatsapp & chat automation engineered for their constraints and shipped on their calendar. WhatsApp Business, web chat, Instagram and Messenger bots that capture, nurture, and support — with a clean handoff to humans and a unified inbox. Aligned to IST working hours.

01What's broken without us

Compliance is manual and slow, legacy systems can't keep up, and every new product fights the existing stack. Risk and audit live in disconnected tools.

02Our approach — the Forge Method, applied
  • 01Map every channel and conversation intent to a measurable outcome.
  • 02Prototype flows on real message logs before automating.
  • 03Forge multi-channel bots with CRM capture and a unified inbox.
  • 04Harden with live-agent handoff, broadcast controls, and analytics.
//Capabilities
  • WhatsApp Business API bots
  • Lead capture & nurturing flows
  • Automated FAQ & support
  • Order tracking & status bots
  • WhatsApp broadcast campaigns
  • Instagram & Messenger bots
  • Live handoff to human agents
  • Multi-channel unified inbox
//Outcomes

What you can expect

Faster
KYC onboarding
Auditable
by design
Real-time
risk signals
//FAQ

Questions, answered straight

Yes. KYC platforms, loan origination, and compliance dashboards built to regulated standards — secure, auditable, and fast. Aligned to IST working hours.

//Next step

Start with a Blueprint.
Lock the scope. Ship the system.

Contact the studio