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WhatsApp activation for Financial Services
2050max increases deal flow and velocity through compliant, personalised WhatsApp conversations.
Initiate
Update
CRM
Integrations
Integrations
Can we tee up something special for this product launch?
Yes – send a personalised launch message straight into WhatsApp 👇
Fundraising campaigns
✨
“VIPs get first access – triggered straight from our CRM.”
Conversational
Your Voice
Knowledge
Base
Base
Quick Reply RSVP buttons
60%+ average reply rates
Smart integrations with your favourite crms
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+ API access for custom solutions
Branded audiovisual personalisation
tailored to every customer
Shape every message
Use customer context to personalise copy, content, and timing.
Drive better outcomes
Improve engagement, strengthen oversight, and manage replies with confidence.
Built to elevate financial service workflows
Featured touchpoints
01
Engage
Initiate conversations
Reach high-value prospects with direct, personalised outreach that moves them from interest to conversation faster.
02
Convert
Prompt completions
Use timely reminders and service updates to nudge clients toward the next response, payment, or confirmation.
03
Onboard
Optimise onboarding
Deliver a polished welcome that introduces your brand, sets expectations, and starts the relationship with confidence.
04
Verify
Accelerate verification
Guide clients through verification and next steps with clear prompts that reduce friction and improve completion.
Companies we've worked with
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Why WhatsApp
Your clients respond faster on WhatsApp.
Email is ignored. SMS is impersonal. Data is idle. WhatsApp drives action at scale.
Direct
Personal
Timely
Insights
Track Campaign Performance
Pricing
Simple pricing that grows with you
Frequently asked questions
Yes, you will need a WhatsApp for Business account. We can set one up as part of onboarding, or work with an existing account if you already have one.
Yes. 2050MAX can work with your existing provider and CRM setup, so you can activate customer data for personalised WhatsApp outreach without rebuilding your current workflow.
Most campaigns are live in 7 days.
2050MAX includes campaign reporting and analytics, with performance tracking designed to show how your outreach is performing and where engagement is coming from.
Yes. We can manage replies as part of the service or set up conversational AI to support first-line responses on your behalf.
Pricing is contact-based for Pro plans, with Enterprise pricing available for larger organisations that need custom integrations, broader support, and a more tailored rollout.
Pro includes standard support and dedicated onboarding. Enterprise adds a dedicated account manager, priority support, and a more customised implementation approach.
Typical use cases include welcome journeys, customer activation, onboarding and verification, reminders, service updates, and retention or reactivation campaigns.