Registration
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WhatsApp Chatbots That Work For Financial Advisors
Join our live webinar to discover how to automate client queries, drive investment leads, and get registrations for IAP events — all via WhatsApp + Sanchay CRM integration
Friday, 26th September 2025 | 4:30 PM – 6:00 PM
The Problem Every Advisor Faces
Client requests and investment inquiries flood WhatsApp, and some slip through, causing frustration and missed opportunities. Handling leads manually takes time away from real advising. Risk profiling is inconsistent, leaving gaps in understanding. Event sign-ups and reminders get scattered, making programs disorganized. Even quick replies mean re-entering details into your CRM, doubling work and risking errors.
Here’s What We’ll Cover
In this session you will learn how Whatspp Chatbot can bring everything into one system — where nothing gets missed and every query is tracked.
How the chatbot can handle client requests & queries instantlyÂ
How the chatbot captures and nurtures new investment inquiries
How the chatbot helps automate client risk profiling
How to simplify event registration via WhatsApp Chatbot
How the WhatsApp Chatbot works (step-by-step walkthrough)
How WhatsApp & Sanchay CRM work together seamlessly
What Changes When You Get This Right!
Clients feel heard with instant replies, and new leads are captured and tracked automatically. Risk profiling becomes accurate and consistent, while event sign-ups and reminders run smoothly through WhatsApp. Your tools sync seamlessly with Sanchay CRM, cutting duplicate work so you can focus on advising and delivering a better client experience.
Start Streamlining Your Client Communication Today
This isn’t just another webinar – it’s a practical playbook to transform how you handle every client message, lead, and event.
