Overview

Investment firms attract investors who need information and smooth onboarding. Gaptix qualifies prospects, shares product information, guides onboarding and KYC, and communicates updates on WhatsApp — increasing qualified onboarding and engagement, while investment decisions and execution stay with licensed professionals and secure platforms.

Use Cases

WhatsApp use cases for Investment Firms

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

Prospect qualification

Qualify by goals, horizon and profile.

Product information

Share fund and product details (informational).

Onboarding & KYC

Guide onboarding, KYC and account setup.

Meeting booking

Book calls with investment advisors.

Statements & updates

Share statements and updates securely.

Document exchange

Collect and share documents securely.

Webinars & insights

Invite prospects to insights sessions.

Retention & referrals

Nurture investors and referrals.

The Platform

Everything Gaptix gives your Investment Firms business

One platform to run marketing, sales and support for investment firms 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 investment firms 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

What products do you offer and how do I start investing?

We offer a range of professionally managed products across risk levels. To get started, you'd complete a quick onboarding and KYC. Want an overview of our products and to book a call with an advisor?

Yes, book a call.

Booked 📊 Advisor call Wednesday 4pm. I'll send an overview and guide your onboarding and KYC beforehand. Specific recommendations and execution are handled by our licensed advisors through secure platforms.

FAQ