Qualify leads, collect documents, never miss a renewal
Loan, insurance and advisory leads need a fast, professional first touch — and the right paperwork. WhatsMarketing calls every new lead in seconds with an AI agent, qualifies them, collects documents on WhatsApp, sends compliant renewal and instalment reminders, and follows up until they convert — across ads, your website and referrals, all in one inbox.
3-day free trial
The leads are warm — the follow-through is missing
A lead enquires after hours; by the next call-back they’ve gone with another advisor.
Half the time goes to chasing documents instead of advising clients.
A policy or renewal lapses because the reminder never went out.
Leads scattered across ads, referrals and website forms — no single view anywhere.
to the first call
lead response
languages
inbox for every channel
Hear Ritu qualify a finance lead
A lead qualified and booked with an advisor in under a minute.
Ritu · AI Agent
Tap play to hear a sample
Automations that move leads to clients
Built for loan, insurance & wealth advisors
Speed-to-lead AI calling
Every new lead called within seconds, before it cools off.
Lead qualification
Confirm fit and intent before an advisor’s time is spent.
Document collection
Gather KYC and paperwork securely on WhatsApp.
Compliant, consent-aware tone
Professional scripts with consent and opt-out respected.
Renewal & instalment reminders
Never miss a renewal or instalment, with a payment link.
One inbox + CRM sync
Every lead source in one place; leads and call outcomes pushed to your CRM.
A typical month for a Dubai / DIFC advisory firm
Loan and insurance enquiries arrive from ads and referrals around the clock. Within 10 seconds Ritu calls each lead, confirms fit, shares an eligibility checklist, and books a free advisor call. Documents come in securely on WhatsApp instead of by chasing. As renewals and instalments fall due, compliant reminders go out automatically with a payment link. Advisors spend their hours advising qualified clients — not dialling cold lists or hunting for paperwork.
Illustrative example.
Messaging from ₹6,999 · Voice AI from ₹3/min
Messaging and Voice AI are billed separately — run one or both.
Finance & advisory questions, answered
Can it collect documents securely?
Yes — KYC and supporting documents are collected on WhatsApp and pushed to your CRM, so advisors stop chasing paperwork.
Are the reminders compliant?
Yes — scripts are professional and consent-aware, with opt-out respected, for renewal and instalment reminders.
Does it qualify leads before an advisor calls?
Yes — it confirms fit and intent, then books a call with an advisor only for qualified leads.
Is Voice AI included in a messaging plan?
No — Messaging and Voice AI are separate subscriptions, billed independently. Run one or both.
Put an AI agent on every finance lead.
Free onboarding and setup — live in days.