Customer support for financial services
Proposals, paperwork and follow-up on one screen, with a record of who said what and when.
7 days free · No credit card · Cancel any time
simulation
09:41
09:42 ✓✓
Money gets settled by talking, and quickly
Someone asking for a credit simulation, an insurance quote or an investment proposal is comparing you against two others at that very moment. WhatsApp, Instagram, email and website chat in one queue means answering first — which here is most of the sale.
The record matters more here than anywhere else
In financial services, what was said to the customer has consequences. A rate quoted, a term promised, a condition agreed — if that lives in an adviser's personal WhatsApp, the company can neither audit it nor rely on it later.
With support running on the company number, every conversation is recorded with a date, a channel and an owner. Private notes keep internal context separate from what was actually communicated to the customer.
This does not replace your sector's compliance obligations, but it fixes the basic gap that is usually wide open: where the conversation is and who ran it.
Conversations
Paperwork is where the proposal stalls
Proof of income, photo ID, statements, signatures. The proposal moves right up to that point and stops — not because the customer gave up, but because one document was missing and nobody chased it.
A “documents pending” label makes that queue visible: you can see how many proposals are stuck on paperwork and for how many days. With a scheduled message, the reminder goes out on its own instead of depending on someone remembering.
That is the difference between a proposal that fell through and one that was a single document from closing.
Marina Costa
WhatsApp · +55 11 95555-0148
Internal note
Three months of income statements and photo ID. That is all we need.
One history · every channel
B2B and B2C in the same operation
Many firms in the sector serve both: an individual looking for credit and a company negotiating terms. Different rhythms, different values, different levels of scrutiny — and frequently the same phone number.
Teams and routing rules split the queues, so high-volume retail does not smother the corporate negotiation, which is where the larger ticket sits.
And WootAI covers what is informative and always the same: required documents, review timescales, how to check a proposal's status.
Scheduled Messages
We still need your income statement before the proposal can go for review.
Every conversation recorded, every proposal chased
Create the account, connect your WhatsApp and see the difference in the first week. Seven days free, no credit card.
What a week in the operation looks like
What repeats in brokerages, advisories and agents:
“Which documents do I need to send?”
WootAI answers from your help centre, at any hour, without using up an adviser's time.
A simulation requested on Sunday
It lands in the queue and gets answered on Monday with the history attached, before the customer closes elsewhere.
A proposal stuck on paperwork
A dedicated label and a scheduled reminder. The pending queue becomes visible instead of invisible.
A customer asking what was agreed
The history is recorded with a date and an owner. It does not depend on anyone's memory.
An adviser leaves the company
The conversations stay, because they happened on the company number rather than a personal handset.
A corporate client inside the retail volume
A separate team queue, so a high-value negotiation does not wait behind everyday enquiries.
What your team uses day to day
The same features on every plan, with no add-on fees and no conversation cap.
Shared inbox
Everyone answering the same number, without two people replying to one customer.
Canned replies
The text your team types ten times a day, saved and sent in two clicks.
Team routing
Conversations land with whoever solves them, by channel, keyword or hour.
Labels and private notes
Context kept on the contact, visible to the team and invisible to the customer.
WootAI
Answers the repeat questions from your help centre, at any hour.
Scheduled messages
Write the reminder now and set the hour it leaves, within business hours.
Frequently asked questions
- Does Wootdesk meet financial compliance requirements?
- It records conversations with a date, a channel and an owner, which covers basic traceability. It is not a financial compliance system and does not replace your regulator's obligations — validate that with whoever handles compliance internally.
- Where is the data stored?
- Servers are in the European Union, with traffic over HTTPS, passwords hashed with bcrypt and per-IP attempt limits. The security page on this site details what is in place and also what is not, such as ISO 27001 certification.
- Can I separate individual from corporate clients?
- Yes, with teams and routing rules. The two queues are split by channel, keyword or time of day, so a corporate negotiation does not sit behind retail volume, which is usually far larger.
- Can I track proposals stalled on paperwork?
- Yes. Labels mark the stage and reports show how many conversations sit in each one. With scheduled messages, the reminder about a missing document goes out automatically within business hours.
- Does the history stay with the company if an adviser leaves?
- Yes, provided support runs on the company number. Every conversation is recorded on the platform with an identified owner, so the client list and the history do not walk out with whoever was handling them.
- Do you integrate with credit systems or a financial CRM?
- There are no native integrations with sector-specific systems. Connections are made through the API or an automation via N8N, which usually covers cases like checking proposal status. Size that effort before subscribing.
Start with your own case
Seven days free, no card. Connect your channels and see how many proposals are waiting on a single document.
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