Overview

Wealth managers build long-term relationships with high-value clients. Gaptix handles enquiries, books advisor meetings, guides onboarding and shares portfolio communications on WhatsApp — nurturing prospects, streamlining onboarding and keeping clients engaged, while advice and transactions stay with licensed advisors and secure systems.

Use Cases

WhatsApp use cases for Wealth Management

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

Enquiry & qualification

Qualify prospects by goals and profile.

Advisor meeting booking

Book meetings with wealth advisors.

Onboarding guidance

Guide onboarding, KYC and account setup.

Portfolio communications

Share statements and updates securely.

Review scheduling

Schedule periodic portfolio reviews.

Document exchange

Collect and share documents securely.

Event invitations

Invite clients to insights and events.

Retention & referrals

Nurture relationships and referrals.

The Platform

Everything Gaptix gives your Wealth Management business

One platform to run marketing, sales and support for wealth management 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 wealth management 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'd like to explore wealth management for my savings.

Wonderful! Our advisors build personalised plans around your goals and risk comfort. To match you well, may I know your broad goals and horizon? I'll then book a no-obligation advisor consultation.

Long-term growth, 10+ years.

Great fit 💼 I'll book a consultation with a suitable advisor for Thursday. They'll design a tailored plan. All recommendations and transactions are handled by our licensed advisors through secure systems.

FAQ