WhatsApp Automation for Financial Advisors
Stay in front of every client between meetings, without writing a single message.
- Automated client review meeting reminders
- Birthday and investment milestone messages
- Client questions collected in one shared inbox
What this is costing you.
Clients leave quietly.
Nobody sends a termination letter. They stop replying, and months later the money has moved.
The annual review keeps slipping.
You've known it's due for two months. It moves to next week, then after Diwali, then never.
Your biggest clients hear from you least.
Nothing is going wrong, so nothing gets sent — until the market moves and there is no relationship left.
How AgentBandhu solves it.
Automated client review meeting reminders.
Set the review date once. The client is reminded on schedule and the sequence stops when the meeting is booked.
Client communication that doesn't need a reason.
Birthdays and anniversaries open a conversation you would otherwise have to invent.
One shared inbox for the whole client book.
Statement requests, market panic, a forwarded article at 11pm — all in a single queue.
Clean records and honest opt-outs.
Tag by segment, goal or risk profile. STOP is honoured instantly, which matters in a registered practice.
₹1,999 a month. One saved renewal can pay for the year.
Pro
Or ₹10,999 / year — save 54% with annual billing.
- Two-way WhatsApp inbox
- Automated reminders & birthday wishes
- Bulk import, tags & smart automations
- Pay only for messages you send
Messaging wallet. Top up any amount. ₹1 buys one message token. Tokens never expire. Low-balance alerts, optional auto top-up.
Follow up on something real — a review that is due, a milestone reached. Messages attached to genuine dates read as attentive, not pushy.
Yes. ₹1,999 a month whether you have eighty clients or eight hundred, with no per-seat pricing.
No. It runs on a WhatsApp Business number registered to your business. Your personal number stays separate.