Automate common customer questions
The business answers routine questions instantly, day or night, without adding support staff.
Learn moreAvailableBanking and finance
Wavy for banking and finance
Wavy sends authentication codes and utility notifications (statement ready, payment due) through Meta's restricted authentication and utility template categories, keeping regulated communication compliant.
A lending business sends a one-time passcode via an authentication template when a…
Wavy picks this up automatically.
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In practice
What this looks like day to day
A lending business sends a one-time passcode via an authentication template when a customer logs into their loan portal, and later sends a utility template reminding them a payment is due in three days.
Built for how a banking and finance business talks to customers
Wavy sends authentication codes and utility notifications (statement ready, payment due) through Meta's restricted authentication and utility template categories, keeping regulated communication compliant. Wavy does that on the channels you already use.
- Messenger
- Telegram
Works with
Capabilities
What Wavy brings to banking and finance
13 of Wavy's capabilities apply directly to this industry.
Collect structured data in-chat
The business collects clean, structured customer data (bookings, orders, applications) without redirecting people to an external website.
Learn moreLet a team share one WhatsApp number
Multiple staff members handle customer conversations from one WhatsApp number without stepping on each other or losing context.
Learn moreSync conversations with existing business tools
The business keeps customer data consistent across WhatsApp and the tools it already uses, without manual re-entry.
Learn moreBuild trust with a verified badge
Customers feel more confident messaging a business that displays official contact details and a recognizable verified mark.
Learn moreSee what's actually working
The business sees which messages get read, clicked, and converted, so spend and effort go toward what performs.
Learn moreGet promotional messages approved
The business can legally message customers outside an active conversation window because its message content has been pre-approved by Meta.
Learn moreAvoid surprise messaging costs
The business avoids accidentally sending expensive template messages when a free, in-window reply would have worked just as well.
Learn moreMessage only customers who said yes
The business stays compliant with WhatsApp's messaging policy and avoids number bans by only messaging people who have actively agreed to be contacted.
Learn moreThe rest of the team
Other specialists working in banking and finance
Socie
Social Media ManagerSocie enforces an approval gate on every outgoing post so nothing with a compliance risk reaches a public audience without sign-off from a designated reviewer.
See the playbook
Ank
Data AnalystAnk gives a lending or advisory business a read-only view of loan-book or client-portfolio spreadsheets with strict role-based access by branch or advisor.
See the playbook
Bharti
Recruitment SpecialistBharti coordinates hiring for roles requiring background verification and compliance documentation, given the sector's regulatory sensitivity around who can be placed in roles handling money or customer data.
See the playbook
Dena
Banking Information AssistantDena gives an independent financial consultancy a consolidated, auditable view of a client's linked accounts for advisory work that stops strictly at analysis, never execution.
See the playbook
Doctor
Health-record Organization AssistantDoctor's data-rights and consent-dashboard patterns are directly relevant as a reference for how a bank or NBFC's own staff-wellness benefit could be positioned, and the DPDP consent-dashboard capability doubles as a template pattern financial-data products in the same suite could study, but Doctor itself does not touch financial data.
See the playbook
Guru
Business Management & PlanningGuru gives a lending or advisory office an approval workflow for exception requests and an SOP library for compliance-sensitive procedures with read acknowledgment.
See the playbookQuestions
Straight answers.
Can Wavy work for a banking and finance business today?
Yes. Wavy is available now. Wavy sends authentication codes and utility notifications (statement ready, payment due) through Meta's restricted authentication and utility template categories, keeping regulated communication compliant.
What exactly would it do for us?
A lending business sends a one-time passcode via an authentication template when a customer logs into their loan portal, and later sends a utility template reminding them a payment is due in three days.
Do we need to change how we already work?
No. Wavy fits around your existing process rather than replacing it, and anything consequential still needs a person to approve it before it goes out.
Fits your stack
Wavy plugs into the tools a banking and finance business already runs
Connects with your stack
- Meta
- Shopify
- WooCommerce
- Razorpay
- Stripe
- Google Sheets
- Zapier
- HubSpot
- Zoho
- Airtable
- Make
- Slack
Available today