Overview

Fintech companies win on seamless onboarding and engagement. Gaptix qualifies leads, guides app onboarding and KYC, recovers drop-offs and drives feature adoption on WhatsApp — increasing activation, retention and support efficiency, while keeping credentials and transactions inside the secure app.

Use Cases

WhatsApp use cases for Fintech

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

Lead qualification

Qualify users by product and need.

Onboarding guidance

Guide app download, sign-up and KYC.

Drop-off recovery

Re-engage users who didn't complete onboarding.

Feature adoption

Educate users on features and benefits.

Support & FAQs

Resolve common queries instantly.

Transaction help

Guide users to resolve transaction issues.

Offers & rewards

Share offers, cashback and referrals.

Feedback

Collect feedback to improve the product.

The Platform

Everything Gaptix gives your Fintech business

One platform to run marketing, sales and support for fintech 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 fintech 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 signed up but couldn't finish KYC — can you help?

Of course! KYC usually just needs a clear PAN and a quick selfie video. Common issues are blur or poor lighting. Want me to walk you through it so you can finish in the app now?

Yes please.

Let's do it 📱 Open the app → KYC → ensure good lighting and a steady PAN photo. I'll stay here if you hit a snag. Once done, your account activates instantly and you'll unlock rewards!

FAQ