Secure, compliant customer messaging.
Financial communication has to be reliable, secure and within the rules. We help finance teams deliver OTPs, alerts and reminders on WhatsApp, designed around compliance.
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The pains we hear most
Financial services depend on trust, and every message — an OTP, a transaction alert, a payment reminder — is part of that trust. SMS is costly and easy to ignore, while compliance leaves little room for error. We bring secure, policy-aware messaging to WhatsApp so customers get timely, reliable communication, your costs come down, and every flow is built with the regulatory obligations of finance in mind.
Compliance you cannot compromise on
Financial communication is heavily regulated, and a misstep in consent, content or data handling carries real consequences.
OTP and SMS costs that add up
Sending one-time passcodes and alerts over SMS is expensive at scale, and delivery is not always reliable.
Statement and payment comms
Statements and payment reminders go unread in email, leading to missed payments and avoidable customer friction.
Keeping sensitive data safe
Sharing account information needs care, and the wrong message on the wrong channel is a risk you cannot take.
How Finance use WhatsApp with Whatsoza
A typical flow — the exact steps are tailored to your setup.
WhatsozaWhat Whatsoza delivers
Reliable OTP delivery
Deliver one-time passcodes on WhatsApp quickly and dependably, often at lower cost than SMS, with delivery you can verify.
Transaction alerts and payment reminders
Keep customers informed of transactions and upcoming payments on a channel they actually read, reducing missed payments and surprise.
Secure, policy-aware notifications and support
Share permitted information securely and handle routine questions with a support assistant, with sensitive matters routed to staff.
WhatsApp moments that matter
OTP and login verification
When a customer logs in or authorises a transaction, the one-time passcode arrives instantly on WhatsApp, reliably and at lower cost than SMS.
Transaction and balance alerts
Customers receive instant alerts for transactions on their account, helping them stay in control and spot anything unexpected early.
Payment due reminders
Before a payment is due, customers get a clear reminder with a secure link to pay, reducing missed deadlines and late fees.
The services that fit best
WhatsApp Cloud API Setup
We set up the WhatsApp Cloud API end to end: account, number, hosting, webhooks, first templates and testing…
ExploreOTP Delivery
We deliver one-time passwords over WhatsApp with a simple API, SMS fallback, rate handling and security — so…
ExploreWhatsApp Notifications
We send your transactional notifications over WhatsApp — with approved templates, event triggers, system hooks and delivery monitoring…
ExplorePayment Reminders
We automate payment reminders over WhatsApp — gentle sequences with payment links, escalation and receipts — so you…
ExploreAI Customer Support Bots
We build AI support bots grounded in your knowledge base that answer instantly, escalate when needed, speak your…
ExploreCompliance Consulting
We review your WhatsApp setup against Meta’s rules — policies, opt-in, categories and quality — and fix ban…
ExploreConnected to the systems you already run
WhatsApp wired into the tools you work in every day — so every conversation updates the right record automatically.
Explore all integrationsCompliant & safe
Every flow is built around customer consent, secure handling of sensitive data and the regulatory obligations financial institutions must meet, with advice on what is appropriate to send.
Questions, answered
Get your finance WhatsApp plan.
Book a free, no-obligation consultation with a real WhatsApp specialist — or start a chat with us right now.
No obligation. A real expert, not a sales bot.