Simplify Client Management for Stock Broker with WhatsApp
Manage client relationships smarter with share broker client management software. Organise your client book and use WhatsApp broadcast for stock market updates to stay connected and engaged.
- Market updates sent to the segment they fit
- Renewal and re-verification reminders before accounts go dormant
- One conversation trail that survives staff changes
What this is costing you.
Your business runs inside personal WhatsApp groups.
When the person running those groups leaves, the relationships leave too. There is no record and no handover.
Dormant accounts happen quietly.
Verification lapses, the account goes inactive, and the client opens something with a discount broker instead.
Everyone gets the same message.
One broadcast to every client regardless of what they trade. They stop reading, and the one that mattered goes unseen.
How AgentBandhu solves it.
KYC renewal reminder software for broking clients.
Attach the expiry date and the sequence runs from 30 days out. The account stays active because somebody told them in time.
WhatsApp broadcast for stock market updates, by segment.
Tag clients by what they actually do. Send the update only where it fits, at ₹1 a message.
A client communication trail you can produce.
Everything goes from your registered business number into one inbox, with timestamps.
Opt-outs handled the way a regulated business needs.
A client who sends STOP is flagged immediately and receives no further marketing message.
₹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.
Keep the content factual and within what you are permitted to send — the tool delivers what you write, it does not vet it.
Yes. It sits on your own business number and your own client list, independent of the parent broker's systems.
No. It runs on a WhatsApp Business number registered to your business. Your personal number stays separate.