Solutions · Finance

Customer notifications and support on WhatsApp.

Send account notices and reminders with approved templates, and support customers from a shared inbox with role-based access.

Channels

WhatsAppSMS

Built with

Templates + automations

Approved templates for outbound messages, automations for replies.

Opt-out handling

Automatic

Customers who reply STOP stop receiving campaigns.

Use cases

Messaging for financial services teams

Reach customers on the app they already use.

Account notices

Send notices triggered from your own systems through the Zaploom API.

Document reminders

Remind customers about outstanding documents and handle replies in the inbox.

Payment reminders

Send payment-due and statement-ready messages as utility templates.

Your systems

Use the API to send messages and automation HTTP steps to notify your systems.

Team access

Give each teammate an owner, admin, agent or viewer role.

Customer support

Assign conversations, leave internal notes and close them when resolved.

Live preview

Spin up templates, automations, and analytics tuned for your workflows — most teams launch a pilot in under two weeks.

Start with approved templates, API access and a shared inbox for your team.