In this webinar, we’ll show how banking and financial services companies can leverage WhatsApp as their next marketing channel.

2. Who am I?
● Conversational Designer &
Marketer
● ~4 years of chatbot creation
experience
● Over 100 chatbots created
Arnav Patel
Content Marketer
Rwitam Dutta
Customer Success Manager

3. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Who are we?
Helping businesses engage
with their customers over web
and WhatsApp

4. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Who we work with?

5. Setting The Stage

6. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
● We used to go to
physical bank branches
or get on phone calls to
interact with banks
Banking used to be an offline experience

7. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
● As smartphones become more
prevalent and people started to use the
internet more, banks began to offer
their services online.
● This benefited both banks and
customers
○ For banks: Reach
○ For customers: Convenience
Smartphones and cheap internet changed that

8. The pandemic accelerated this trend further
● Delivering customer experience
online has gone from being a
luxury to being a necessity
● Even high friction steps in the
customer journey like KYC have
increasingly moved online

9. What is the best way to deliver a digital customer
experience?
● Websites - Discovery & Acquisition
● Apps - Customer Service
● Social media - Engagement &
education
● Email - Engagement & Education
● WhatsApp - All of the Above

10. WhatsApp Marketing

11. What WhatsApp Marketing is NOT
● Just Chatbots
● Just Notifications
● Something that you want to
do because others are doing
it

12. What WhatsApp Marketing is
● Think of WhatsApp as a brand
new customer engagement
channel where you can:
○ Build an audience
○ Drive conversations
○ Re-engage customers

13. Why it matters
2B Active
WhatsApp
Users
65 Billion
Messages Sent
Daily
#1 Top
Downloaded
Messaging App
In The World

14. Why WhatsApp Marketing
● 70%+ Open Rate
● 40% Response Rate
● Two-way communication

15. How WhatsApp
Marketing Helps Banks

16. The Modern Marketing Growth Funnel
INTEREST
AWARENESS
The Buyer Journey
CONSIDERATION
INTENT
PURCHASE
RETENTION
EXPANSION
ADVOCACY
ADOPTION

17. The Modern Marketing Growth Funnel
INTEREST
AWARENESS
The Buyer Journey
CONSIDERATION
INTENT
PURCHASE
RETENTION
EXPANSION
ADVOCACY
ADOPTION
Capture
Nurture
Engage
Purchase

18. Capture

19. You run marketing
campaigns to bring
prospective customers
to your page

20. People click on the
ad and check your
landing page

21. Now it’s time to
capture their lead
info

22. You pull out old
faithful… Your lead
capture form

23. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
● Forms are unengaging
● People don’t like filling
forms
● Conversion rates are
low
But this doesn’t work well...

24. How WhatsApp Marketing Can
Help

25. Instead of being directed to a
landing page you direct them
to your
1. WhatsApp Business
Number
2. Landing page which has
WhatsApp widget

26. The Chatbot Answers
Their Questions And
More Importantly
Captures Their Lead
Information

27. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
● Two-way
communication
● Engaging
● Mobile Optimized
● 50% Higher Conversion
Rate
This works better than your landing page

28. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
● Starting a WhatsApp
conversation is a
familiar action to users
● Increasingly it is what
people prefer doing
This works better than your landing page

29. The end result is
more leads entering
your funnel.

30. Nurture

31. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Once leads are
captured, you send
them to your CRM

32. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
From here you can
run nurturing
campaigns to finish
the customer
acquisition process

33. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
● Low open rate
● Low CTR
● Hard to break free from
the Promotions Tab
● One-way communication
Email Sequences

34. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
● Crowded inboxes
● Depending on geography,
people don’t check their
messages
● Low Open Rate
● Low CTR
● One-way communication
●
SMS Campaigns

35. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
● Crowded inboxes
● Depending on geography,
people don’t check their
messages
● Low Open Rate
● Low CTR
● One-way communication
●
SMS Campaigns

36. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
● People don’t pick up their phone
so conversion is low
● And to compound the issue,
managing call centers is a
headache
○ HR
○ Payroll etc
Phone Calls

37. ● Not real lead nurturing
● Just gives you another
attempt at lead capture
Retargeting Campaigns

38. These ineffective lead
nurturing tactics
translate into fewer
conversions

39. How WhatsApp Marketing Helps

40. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Instead of relying solely
on email, text, etc, you
can re-engage
customers within the
same WhatsApp
Conversation

41. WhatsApp Campaigns
● 70%+ Open Rate
● 40% Response Rate
● Two-way communication

42. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
● Content about the product that
the customer was interested in
● Consultation bookings with a
relationship manager
What you can send in a WhatsApp Lead Nurture
Campaign

43. The end result is
more leads reaching
the purchase stage

44. Purchase

45. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
After a prospect is convinced
about your product, it’s time
to bring them home and
complete the customer
acquisition process

46. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Financial services purchasing
is highly regulated, meaning
that customers often have to
fill out pages of forms and go
through high friction KYC
processes

47. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
This often results in
slow sales cycles and
high rates of lead
leakage.

48. How WhatsApp Marketing Helps

49. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
WhatsApp Marketing can
play a supplementary
role, nudging people
back into the purchasing
process

50. Use WhatsApp As A Re-engagement Channel
● Form abandonment
reminders
● Product Information

51. Once they’re re-engaged
why stop there. Finish the
onboarding process in the
chat

53. The end result is a
faster sales cycle and
more conversions.

54. Engage

55. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
After a customer is
onboarded, they
have access to
online banking and
mobile apps

56. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
But they have to
make sense of the
products on their
own.

57. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
They have to take the
initiative to learn about
how their new
financial service
benefits them.

58. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
The only time
customers interact
with their bank to learn
is when something
goes wrong.

59. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Uninformed customers are...
● Less likely to buy more
products
● More likely to churn
● Less likely to advocate
for you

60. How WhatsApp Marketing Can Help

61. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Supplement your
products with
educational materials
through WhatsApp
Campaigns

62. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Help customers
understand how they
benefit from the
product they just
signed up for

63. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
● Helpful tips on how best to
use the financial services
product
● Resources on how to get
the most out of online
banking & mobile app
Send WhatsApp Onboarding Campaigns To
Bring People Into The Fold

64. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Why stop there? Use
WhatsApp as a channel
to deliver ongoing
service to your
customers

65. Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
● Answer questions that the
customer might have
● Let the customer manage
their finances in-chat
● Offer supplemental product
suggestions based on the
customer’s aims
Turn your chatbot into a virtual RM + CS assistant

66. The end result is
more end customers

67. How WhatsApp
Marketing Works

68. Getting Started With WhatsApp Marketing
1. Get WhatsApp Business API Access
2. Build a WhatsApp Chatbot conversational flow
3. Building your WhatsApp Audience
4. Re-engage Your Audience With WhatsApp
Campaigns

69. Step 1: Getting WhatsApp
Business API Approval
● WhatsApp Wants to know what you want to
do with a WhatsApp Business API
○ Takes 2-3 weeks
○ We will help you through this process!

70. Getting Started With WhatsApp Marketing
1. Get WhatsApp Business API Access
2. Build a WhatsApp Chatbot conversational flow
3. Building your WhatsApp Audience
4. Re-engage Your Audience With WhatsApp
Campaigns

71. Step 2: Building the Chatbot
Conversational Flow
● You can build while you wait for
approval using our code-free Chatbot
Builder!

72. Getting Started With WhatsApp Marketing
1. Get WhatsApp Business API Access
2. Build a WhatsApp Chatbot conversational flow
3. Building your WhatsApp Audience
4. Re-engage Your Audience With WhatsApp
Campaigns

73. 1. WhatsApp Chatbot Widget
2. Facebook Ads
3. QR Code
4. Email Campaigns
5. SMS Campaigns
6. Push Notifications
Step 3: Build Your WhatsApp Audience

74. Getting Started With WhatsApp Marketing
1. Get WhatsApp Business API Access
2. Build a WhatsApp Chatbot conversational flow
3. Building your WhatsApp Audience
4. Re-engage Your Audience With WhatsApp
Campaigns

75. Getting Started With WhatsApp Marketing
1. Get WhatsApp Business API Access
2. Build a WhatsApp Chatbot conversational flow
3. Building your WhatsApp Audience
4. Segment your audience
5. Re-engage Your Audience With WhatsApp
Campaigns

76. Step 4: WhatsApp Campaigns
● Bring existing customer, leads,
prospects back into the conversation
with WhatsApp Campaigns.

77. Get approved for Template Messages
● To send out messages through
WhatsApp Campaigns, you need to
submit template messages for
approval to WhatsApp.

78. Start a WhatsApp Campaign
● Once your template message is
approved, you can start a campaign
by uploading a csv with the
subscribers you want to engage with
your template message.

79. Questions?

80. Contact us
Email: arnav@hellotars.com
Phone number: +1 (408) 617-9159
Website: https://hellotars.com
ish@hellotars.com
+91 9980835840
Book a demo:
https://bit.ly/tars-whatsapp-c
hatbot