BFSI use cases

Introduction

Banking, financial services, and insurance (BFSI) use cases show how Unifonic communication solutions can improve customer engagement and automate financial-service journeys.

Available use cases

• Card application — Let customers select a card type, provide application information, and submit it to an external system.
• Card delivery — Notify customers when a card is ready and let them schedule delivery through a chatbot.
• Payment reminders — Trigger personalized WhatsApp payment reminders from an external system.

Before you begin

• Access to a Unifonic account. See Login and password management.
• APIs for the financial system used by the journey.
• A WhatsApp number registered with Unifonic. See Get started with WhatsApp.
• A Flow Studio subscription.
• A Chatbot subscription.

Next steps

First create and obtain approval for the required WhatsApp templates. Then follow the procedure for the BFSI use case you want to implement.