In our previous blog post, we discussed Why WhatsApp is the best communication strategy for present-day MFDs.
Today, we’ll take it a step further:
We’ll understand how WhatsApp broadcast can be a game-changer in the financial advisory business.
Imagine that you have 500 clients, the market is a little shaky, and you want to send a reassuring update to these clients. But rather than typing or forwarding messages one at a time, what if you could send a professional broadcast in a few clicks?
That’s what Sanchay CRM + WABA does for you.
Transform one message into 1,000 touchpoints with just a few clicks.
Why WhatsApp Broadcasting Is a Game-Changer for Financial Advisors
MFDs need to run two main sorts of WhatsApp broadcast campaigns regularly:
1.Campaigns for Existing Clients
Clients who trust you already make up your base. However, it’s important to stay in touch, particularly as markets shift.
Sanchay CRM allows you to:
- Sort clients based on their objectives, AUM, or risk appetite.
- Easily tag them with terms like “Low Risk” or “Retirement SIPs.”
- Send them hyper-personalized WhatsApp messages right away.
For instance, let’s say the market drops and you wish to reassure your low-risk clientele to remain composed.
Simple Flow:
Filter→Tag→Choose a message template, and then send.
And that’s it. The message will be delivered on time, directly, and in compliance.
2. Campaigns for Prospects
Not every prospect becomes a customer straight away. Thus, nurturing is essential.
Sanchay CRM allows you to:
- Conduct drip campaigns using WhatsApp messages that are scheduled.
- Automate testimonials, instructional materials, and follow-ups.
- Make sure that even newly added prospects receive the entire experience.
What makes it so special?
Consider adding a new prospect to a five-message campaign. On Day 0, they will automatically receive Message #1; a few days later, they will receive Message #2; and so on. No need to relaunch the campaign.
That is intelligent automation, which saves you time and fosters trust on a broad scale.
WABA + Sanchay CRM Is What You Need
The WhatsApp Business API (WABA), not the standard WhatsApp or business app, is required to broadcast messages correctly (and prevent bans).
And you know what?
A fully integrated WABA solution can be included with Sanchay CRM.
This implies:
- Sharing, that is 100% compatible with WhatsApp
- Templates for pre-approved messages
- Tracking engagement and delivery reports
- You can stop worrying about bans for bulk messages.
It’s robust. And it integrates smoothly into your CRM.
How It Works: In Simple, Easy Steps
Bonus: Campaign Ideas for MFDs
You can utilize WhatsApp broadcast campaigns with Sanchay CRM in the following ways:
- Market notifications and performance assessments.
- Seasonal greetings with relevant fund recommendations
- Reminders for the portfolio review (with CTAs like “Schedule Here”).
- Birthday greetings and suggestions for a tiny gift fund
- Notifying dormant clients that “We Miss You”, etc.
Sanchay CRM + WABA is your go-to marketing companion whether you’re trying to keep your existing customers or gain the trust of potential customers.
Concluding Remarks
It’s time for your communication strategy to put in as much effort as you have already put into your clientele. Here’s how switching to a smart communication strategy could change things for you:
Manual Process | Smart Automation |
Manual typing | Automated templates |
High ban risk | 100% WABA-compliant |
No tracking | Delivery & click tracking |
Time-consuming | Sent in a few easy clicks |
Using WhatsApp for broadcasting is not only wise but also essential. Plus, Sanchay CRM + WABA makes it simple, quick, and compliant.
Next Up:
In the following article, we’ll walk you through each stage of setting up your WhatsApp communication plan, including tools, templates, and advice for running effective campaigns.
