Overview

Banks handle account queries, product enquiries, service requests and support at massive scale. Gaptix gives customers a secure WhatsApp channel for balance and product info, service requests, appointment booking and support — deflecting call-centre and branch load while improving service and product uptake. (Sensitive actions like transfers and logins always happen in the bank's own secure app.)

Use Cases

WhatsApp use cases for Banks

Every step from discovery to repeat purchase — automated on the channel your customers check most.

Product enquiries

Answer questions on accounts, cards, loans and deposits.

Service requests

Handle cheque book, statement and card requests.

Appointment booking

Book branch and relationship-manager appointments.

Application guidance

Guide customers through account and card applications.

Balance & info alerts

Share balances and alerts via secure verification.

Onboarding & KYC guidance

Guide new customers through onboarding and KYC steps.

Complaint handling

Log and track service complaints and tickets.

Offers & cross-sell

Share relevant products and pre-approved offers.

The Platform

Everything Gaptix gives your Banks business

One platform to run marketing, sales and support for banks on WhatsApp.

AI Agents

Trained on your catalogue and policies to answer, recommend and sell 24/7.

WhatsApp Catalogue

Showcase products with images, prices and variants right inside chat.

Broadcasts & Campaigns

Segment customers and send offers, launches and reminders that get seen.

Shared Team Inbox

Your team and AI collaborate on one inbox with full context.

Payments & Checkout

Accept UPI, cards, netbanking, EMI and COD with secure links.

CRM & Leads

Capture, tag and nurture every customer automatically.

Chatbot Flows

Design multi-step journeys with conditions, delays and actions.

Analytics

Track opens, replies, conversions and revenue by campaign.

In Action

See it in a real conversation

This is how a banks customer goes from question to checkout — automatically, in seconds.

10xhigher open rates than email

24/7instant AI responses

3xfaster response & resolution

↑more conversions & repeat orders

Gaptix AI online

I want to open a savings account — what do I need?

Happy to help! For a savings account you'll need PAN, Aadhaar and a photo. You can start the application here and complete video-KYC, or book a branch visit. Which would you prefer?

Book a branch visit tomorrow.

Booked 🏦 Tomorrow 11am at your nearest branch. I've sent the document checklist and location. For anything involving money movement or login, we'll always direct you to our secure app.

FAQ