Overview

NBFCs compete on speed and reach for loans and financial products. Gaptix captures loan enquiries, qualifies applicants, guides applications and KYC, and manages servicing on WhatsApp — increasing loan conversions, speeding disbursal and improving repayment engagement, while keeping sensitive steps in secure channels.

Use Cases

WhatsApp use cases for NBFCs

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

Loan enquiry & eligibility

Capture needs and give quick eligibility reads.

Product info

Share loan types, rates and EMI estimates.

Application guidance

Guide applications and document upload.

KYC assistance

Guide KYC and verification steps securely.

EMI & repayment reminders

Remind for EMIs and share payment links.

Statement & foreclosure

Share statements and foreclosure info.

Servicing requests

Handle service and support requests.

Cross-sell

Offer top-ups and relevant products.

The Platform

Everything Gaptix gives your NBFCs business

One platform to run marketing, sales and support for nbfcs 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 nbfcs 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 need a personal loan of ₹3 lakh — am I eligible?

Likely yes! For ₹3L you'll typically need income proof, PAN, Aadhaar and bank statements. EMI would be about ₹9,800/month over 36 months. Want to start the application and check your exact offer?

Yes, start it.

Great! I'll guide you through the form and secure document upload. Verification and disbursal happen through our protected channel — I'll keep you updated at each step and set EMI reminders after.

FAQ