Banking & Financial Services
Jalpi Solutions for Banking & Financial Services (BFSI)
Automate customer communication, boost lead conversions, and ensure compliance with Jalpi’s secure productivity suite for the financial sector.
The financial world runs on trust, precision, and timely communication. Banks, NBFCs, fintechs, and insurance firms require efficient tools to handle high client volumes, ensure compliance, and deliver fast service — all while maintaining data security.
With Jalpi’s unified business productivity suite, BFSI institutions can automate notifications, manage customer relationships, streamline internal operations, and build stronger client engagement — all from one compliant and secure platform.
1. Jalpi WhatsApp Business API: Smarter Communication for BFSI
Engage customers, send alerts, and deliver real-time support with Jalpi’s WhatsApp Business API for Banking and Finance.
- Send instant transaction alerts, account updates, and EMI reminders.
- Automate two-way communication for loan inquiries and policy renewals.
- Use WhatsApp bots to verify customer data securely.
- Integrate Jalpi’s WhatsApp API with your CRM for unified tracking.
Offer personalized, secure, and instant communication that strengthens customer trust and satisfaction.
2. Task Management: Organize Financial Operations Efficiently
Jalpi’s Task Management keeps your teams organized and compliant.
- Assign tasks for customer verification, KYC processing, and loan disbursement.
- Monitor case progress, deadlines, and compliance reviews.
- Track internal audits and financial reports easily.
Increase operational efficiency and ensure compliance without missing critical deadlines.
3. Relay (Email Alias Manager): Secure Communication Across Departments
Manage communication between multiple teams — lending, support, compliance, and collections — with Relay.
- Use department-specific email aliases like “loans@jalpi.com” or “claims@jalpi.com.”
- Route emails automatically to the right agents or teams.
- Maintain transparency and security across all email correspondence.
Faster, organized, and traceable communication between internal teams and clients.
4. Mail Tracker: Track Client Communication Effectiveness
Gain visibility into your email engagement performance with Mail Tracker.
- Know when clients open financial statements or loan offers.
- Track click-throughs on policy renewals and product brochures.
- Optimize follow-ups with real-time insights.
Improve conversion rates by understanding how clients interact with your messages.
5. HRMS: Simplify Workforce & Compliance Management
In finance, accuracy and accountability are essential. Jalpi’s HRMS ensures you manage your workforce with compliance in mind.
- Track attendance, leave, and remote working hours securely.
- Manage payroll, bonuses, and incentives for relationship managers and agents.
- Automate employee compliance checklists and training schedules.
Ensure HR compliance and reduce manual administrative work across branches.
6. Email Idea: Personalized Financial Campaigns Made Simple
Create trust-building campaigns with Email Idea, Jalpi’s AI-powered email generator.
- Design personalized loan, insurance, or investment offer emails.
- Automate drip campaigns for lead nurturing and renewals.
- Generate professional, regulatory-compliant content in seconds.
Build credibility and trust through consistent, high-quality financial communication.
7. SMS Idea: Instant Alerts and Financial Reminders
Keep customers informed and engaged through SMS Idea.
- Send payment reminders, OTPs, and account balance alerts.
- Notify customers about loan status or insurance policy updates.
- Schedule SMS campaigns for new offers and renewal alerts.
Reliable, instant, and scalable communication with your entire customer base.
8. RCS: Rich Messaging for Modern Financial Engagement
Make your customer communication visually engaging with RCS (Rich Communication Services).
- Send dynamic promotional messages with visuals for offers and investments.
- Enable interactive buttons like “Apply Now” or “Renew Policy.”
- Share digital brochures and forms directly in chat.
Turn communication into conversion with rich, branded interactions.
9. Chat: Secure Team Communication
Enable real-time, encrypted internal collaboration using Chat.
- Create private or departmental chat groups for teams.
- Discuss client cases securely with built-in data protection.
- Share updates, documents, and reports instantly.
Improve response times and internal coordination while ensuring data security.
10. GPass: Gmail-Based Client Communication Automation
Leverage GPass to manage large-scale communication directly from Gmail.
- Send bulk but personalized follow-ups for leads or renewals.
- Automate campaigns for credit cards, loans, or new accounts.
- Track engagement and responses to optimize outreach.
Simplify communication at scale while keeping personalization intact.
11. Tiny Talk: Personalized Client Messaging
Humanize your digital banking experience with Tiny Talk.
- Send quick voice notes or personalized video updates.
- Notify VIP clients about exclusive investment opportunities.
- Deliver thank-you or feedback messages that feel personal.
Deepen client relationships with authentic, human-to-human interactions.
Drive Efficiency and Trust in Banking with Jalpi.
Automate customer engagement, enhance compliance, and improve employee productivity through Jalpi’s all-in-one BFSI productivity suite.
Jalpi - Your Smart Business Growth Partner!
With Jalpi, automate customer chats, send personalized updates, and track engagement—all through the world’s top messaging platform. Reach out to us, and let’s get started!
Why Choose Us
- Over Two Decades of Industry Excellence — Since 2008
- Trusted by 65000+ Businesses
- Adaptive to New Innovations
- One stop solution for Multiple communication channels (SMS, Email, Voice, WhatsApp)
- Communication Platform built with 6S Philosophy (Simple, Scalable, Stable, Secure, Standardized & Sustainable)
Official Whatsapp Partner
Get in 🤝 Touch with Jalpi Today
Jalpi - Your Smart Business Growth Partner!
With Jalpi, automate customer chats, send personalized updates, and track engagement—all through the world’s top messaging platform. Reach out to us, and let’s get started!
Why Choose Us
- Over Two Decades of Industry Excellence — Since 2008
- Trusted by 65000+ Businesses
- Adaptive to New Innovations
- One stop solution for Multiple communication channels (SMS, Email, Voice, WhatsApp)
- Communication Platform built with 6S Philosophy (Simple, Scalable, Stable, Secure, Standardized & Sustainable)
Official WhatsApp Partner