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New enquiry is qualified by a chatbot and routed to the right advisor.
WhatsApp automation for
Finance
Qualify enquiries faster and get paid on time.
Finance teams lose applicants to slow first responses and lose collections to missed reminders. AIM Automate qualifies enquiries automatically and keeps every payment reminder on schedule.
What you get
Loan and policy enquiries, EMI reminders, and account queries
- Qualify loan and policy enquiries
- Send EMI and premium reminders
- Answer account queries from one inbox
Where time is lost
What finance teams deal with today.
Loan and policy leads go cold before an advisor calls.
EMI and premium reminders are sent manually, or not at all.
Routine account questions eat the whole day.
Workflows
Automations that run for Finance.
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02
EMI reminder is sent three days before the due date.
03
03
Customer asks for a statement and gets an instant reply.
Map this for my business
Set up with you — live the same day.
