For advisors, brokers and financial firms
Qualify prospects before the first consultation
Whappy engages enquiries on WhatsApp, establishes what they are looking for and whether they meet your criteria, and books consultations with the ones who do.
Where the leads go
Financial enquiries need qualifying before anyone's time is committed, but that qualification is slow, manual and inconsistent — and prospects who are not contacted quickly go to whoever called them back first.
What the AI asks
These are the qualification questions Whappy ships with for financial services. Change any of them, or add your own.
- What are you looking for help with?
- What's your investment range?
- What's your time horizon?
- Are you currently working with an advisor?
- When would you like to speak?
Consistent qualification
Every prospect is asked the same criteria questions, in the same order, every time.
Consultations that convert
Advisors spend their hours with prospects who already match your criteria.
A complete written record
Every conversation is logged and pushed to your CRM through Zapier or a webhook.
See it work for financial services
Get a demo conversation sent to your WhatsApp in under 2 minutes. It is the same assistant your leads would talk to.
Whappy demo
Online
Hi! 👋 I'm your Whappy demo assistant. Ready to see how we can automate your WhatsApp conversations?
10:30 AM
Yes, I'd like to learn more!
10:30 AM
Great! Let me show you how I can qualify leads and book appointments automatically. What industry are you in?
10:31 AM
Ready to automate your WhatsApp sales?
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