Overview

FinTech companies win on seamless onboarding and trust. Gaptix qualifies leads, guides onboarding and KYC, recovers drop-offs and drives adoption on WhatsApp — increasing sign-ups, activation and retention, while credentials and transactions always stay inside secure, compliant systems.

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 and businesses by need.

Onboarding & KYC

Guide onboarding and KYC/KYB securely.

Drop-off recovery

Re-engage users who didn't complete sign-up.

Product education

Explain products and benefits clearly.

Integration support

Support API and integration queries.

Support & FAQs

Resolve common queries at scale.

Compliance guidance

Guide compliance-related steps.

Adoption & retention

Drive adoption and retention.

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

We're a business wanting to integrate your payments API — how do we start?

Welcome! First we'd complete KYB onboarding, then share API keys and docs. Could you share your business details and use-case? I'll guide onboarding and connect our integration team.

E-commerce checkout, details sent.

Great 💳 I'll guide your KYB onboarding securely and connect our integration team with docs for checkout. Sensitive steps stay in our compliant systems. I'll support you through testing to go-live and beyond.

FAQ