Overview

Financial consultants help clients plan across savings, insurance, tax and goals. Gaptix captures client goals, books consultations, shares information and manages follow-ups on WhatsApp — reaching more clients and streamlining engagements, while personalised advice and any transactions stay with the licensed consultant and secure systems.

Use Cases

WhatsApp use cases for Financial Consultants

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

Enquiry & goal capture

Capture goals like retirement, education, tax.

Consultation booking

Book financial-planning consultations.

Needs assessment

Understand income, goals and priorities.

Information sharing

Share general planning information.

Document exchange

Collect and share documents securely.

Follow-up & reminders

Nurture and remind for next steps.

Review scheduling

Schedule periodic plan reviews.

Referrals & retention

Drive referrals and retention.

The Platform

Everything Gaptix gives your Financial Consultants business

One platform to run marketing, sales and support for financial consultants 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 financial consultants 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 plan my finances but don't know where to begin.

That's a great first step! A financial plan usually starts with your goals, income and current savings. A consultation maps it all into a clear plan (₹1,500). Shall I book one and send a short goals form?

Yes, book it.

Booked 💼 Consultation Friday 5pm. I've sent a goals form — fill it and your consultant will prepare a tailored plan. Personalised advice and any transactions are handled by your licensed consultant through secure systems.

FAQ