WhatsApp Chatbot for Financial Advisors
Join our webinar and learn how to manage service requests and inquiries more efficiently using WhatsApp Chatbot.
Friday, 27th June 2025 | 4:30 PM – 6:00 PM
The Problem Every Advisor Faces
You probably get client requests from all directions — calls, emails, WhatsApp. Some you note down, and some… just slip through. You get so occupied collecting, logging, and forwarding messages, you don’t get the space to do what you’re actually meant to do: advise and that’s where the real trouble begins.
Clients feel ignored or undervalued — and eventually, they move to someone else.
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 help you handle client service requests
How the chatbot can help you manage new client inquiries
How the WhatsApp Chatbot works – a walkthrough
How WhatsApp & Sanchay CRM works together
What Changes When You Get This Right!
When no request gets missed, your client starts trusting you more. When your team follows up on time,
your value as an advisor grows. And when you save time from admin work, you can focus on what really matters: client relationships and growth.
Start Managing Client Requests the Smarter Way
This isn’t just another webinar — it’s a practical session that can change how you handle client servicing forever.
