Automate. Engage. Grow. Turn Conversations into Conversions with MsgKart
Give your finance business a smart upgrade with MsgKart’s RCS + Click-to-WhatsApp Ads and AI-powered Messaging API. From loan agents, NBFCs, and DSAs to LSPs, banks, and insurance companies, MsgKart simplifies customer engagement, automates KYC workflows with real-time PAN, Aadhaar, and credit score verification, and re-engages drop-off borrowers through WhatsApp flows.
Bring every customer interaction under one roof
MsgKart solves the complex needs of loan agents, NBFCs, DSAs, banks, and insurance companies by integrating RCS Messaging, WhatsApp and Voice into one intuitive interface. Run Click-to-Whatsapp ads directly in MsgKart to capture leads, then use WhatsApp chatbot flows to qualify, re-engage, and complete KYC (PAN, Aadhaar, credit). Add Voice to personalize outreach and deliver critical updates with a human touch.
WHY MSGKART
How MsgKart Supports the Finance Industry at Every Stage
MsgKart powers the entire financial journey, from lead to loyalty. With seamless WhatsApp and RCS API integration for BFSI-banks, NBFCs, DSAs, LSPs and insurance companies can capture, nurture and validate leads efficiently, launch targeted loan campaigns, manage and convert leads faster, deliver personalized offers and ensure secure, compliant communication across channels.
MARKETING
Engage customers everywhere, effortlessly
Launch personalized campaigns for loans, savings, and insurance through high-performing RCS Messaging and Automated WhatsApp journeys. Re-engage drop-off borrowers, complete KYC, and drive faster conversions with seamless, automated follow-ups.
Empower, educate and earn loyalty
With MsgKart’s RCS and WhatsApp API, turn customers into loyal advocates by sharing financial tips, budgeting strategies, and investment advice with them.
Deliver Tailored Financial Offers in Real Time
MsgKart’s smart AI chatbots pair customers with the right financial products based on their goals, income, and profile, making every recommendation feel personal, relevant, and conversion-ready.
Promote the Right Loan and Insurance Offers
Use the WhatsApp Business API and RCS for BFSI to share targeted loan and insurance offers with pre-qualified customers. Enable faster approvals and simpler access to relevant products by automating eligibility checks and product discovery.
SALES
SUPPORT
AI-Powered Financial Support
Handle loan queries, EMI updates, and policy checks in real time with MsgKart’s AI chatbot and voice automation. No more losing leads now.
Retention & Renewals Made Easy
Keep clients up-to-date with automated payment reminders, EMI notifications and policy renewals with WhatsApp Business API.
RCS & WHATSAPP
RCS and WhatsApp-Your ultimate toolbox for customer engagement
Unlock seamless conversations across channels with MsgKart’s RCS and WhatsApp Business API. From generating and qualifying leads, to guiding customers through products, collecting information with self-serve chatbot flow, offering personalized advice, reminders and real-time updates to automated support, all within a verified, branded interface, it’s everything financial brands need to engage, convert, and retain customers—faster and smarter.
Verified Leads with RCS
Build credibility through verified, branded outreach. With interactive buttons, rich media cards and carousels, capture high-intent leads through RCS and Whatsapp ads, and qualify them via instant API integrations right from PAN, Aadhaar, and employment or GST verification to credit score checks.
Smarter Engagement via WhatsApp
Capture leads with Click-to-Whatsapp ads and use chatbot flows to qualify them with instant KYC verification, engage with personalized offers, loan updates, and EMI reminders, all inside WhatsApp’s secure interface.
Faster Collections with WhatsApp & Voice
MsgKart simplifies collections by blending WhatsApp automation and Voice AI. Send timely payment reminders and share secure payment links, all within chat.
Actionable Omnichannel Insights
Every RCS, WhatsApp, and Voice interaction flows into MsgKart’s unified CRM for complete visibility. Real-time analytics track engagement, response, and conversion rates, helping BFSI achieve higher ROI.
CUSTOMER TESTIMONIALS
MsgKart has been a game-changer for us over the past six months. Our client engagement has soared by over 350%, and we're able to stay connected with our 23,000+ clients seamlessly. The in-built analytics provide valuable campaign insights, enhancing our marketing and product strategies. A big thank you to Vinay and his team for their flexibility and unwavering support.
- Nitish Salian
Managing Director of Bharat International Travels
Our performance says it all
See how MsgKart’s AI-powered communication platform transforms engagement, conversions, and ROI across the financial sector.
2.6x
Higher Click-Through Rate (CTR)
Deliver personalized loan and payment campaigns that capture attention and drive faster customer action.
+340%
Read Rate
Drive unparalleled visibility and engagement through verified, secure WhatsApp and RCS messaging.
35%
Lower Cost Per Response (CPR)
Reduce campaign costs and improve lead quality with whatsapp automation-driven targeting and optimized message delivery.
FREQUENTLY ASKED QUESTIONS
RCS (Rich Communication Services) helps financial institutions generate high-quality leads by enabling interactive, branded messaging. With features like carousels, clickable CTAs, and verified sender IDs, RCS boosts customer engagement and trust. BFSIs and NBFCs can run targeted lead-generation campaigns through RCS, then automatically route leads into WhatsApp workflows or AI chatbot systems for seamless follow-up and conversion.
Yes. MsgKart automates payment reminders and collections for lenders using RCS and WhatsApp automation. It sends scheduled reminders, promise-to-pay flows, payment links, and follow-ups, all without manual intervention. This helps lenders improve on-time recovery rates, reduce collection costs, and maintain a positive customer experience.
MsgKart integrates WhatsApp Business API for BFSI to automate key customer communication flows, like EMI reminders, loan approvals, payment confirmations, and account updates. This ensures messages are secure, compliant and scalable.
Yes, when configured properly under WhatsApp Business API for BFSI, all data is end-to-end encrypted. MsgKart ensures BFSI-grade security compliance, so sensitive information and documents are only shared through secure, authorized channels, protecting customers’s personal and financial data.
An AI chatbot for finance can handle tasks such as KYC data collection, loan application intake, balance inquiries, policy queries, and automated follow-ups. It operates 24/7, providing instant, accurate responses that improve efficiency and reduce dependency on human agents.
Absolutely. MsgKart automates follow-ups and re-engagement through WhatsApp and RCS Messaging, reminding borrowers to complete pending forms or KYC. With interactive buttons, real-time chats, and personalized nudges, lenders can significantly reduce drop-offs and improve completion rates.
MsgKart adheres to industry-grade security and regulatory frameworks for BFSI communications. Every message, verification flow, and payment link is fully encrypted and traceable, ensuring compliance with RBI, PCI DSS, and data protection norms.
Yes. MsgKart offers seamless API integrations with leading CRM, LMS, and ERP systems. This enables lenders to sync customer data, automate communication triggers, and track engagement metrics directly within their existing platforms.
Voice automation allows lenders to send real-time, AI-powered outbound calls for EMI reminders, payment confirmations, and due alerts. It supports multilingual communication, logs customer responses, and even routes calls to live agents if needed.
MsgKart offers a unified analytics dashboard that tracks campaign performance, customer interactions, and conversion metrics across RCS, WhatsApp, and Voice. These insights help lenders optimize messaging strategies and improve ROI with data-driven decisions.
Yes. MsgKart enables advanced segmentation based on demographics, credit history, and engagement behavior. Lenders can send tailored offers, reminders, and content — ensuring every customer receives relevant and timely messages that boost conversion.
Definitely. MsgKart unifies communication across WhatsApp, RCS and Voice, ensuring a seamless omnichannel experience. Borrowers can switch between channels without losing context, improving engagement and satisfaction at every step.
SMART SOLUTIONS FOR FINANCE INDUSTRY
Why finance companies choose MsgKart?
MsgKart helps BFSI brands simplify communication and scale conversions with AI-powered RCS Messaging and Click-to-WhatsApp Ads. Our platform empowers finance teams to capture leads, re-engage drop-offs, and automate KYC workflows with real-time PAN, Aadhaar, and credit score verification—all within a single, secure chat journey.
Built for loan agents, NBFCs, DSAs, banks, and insurance companies, MsgKart’s BFSI suite ensures compliant, encrypted, and high-volume operations while boosting engagement and ROI.
The result? 3.5x more reads, 2.6x higher CTR, and 35% lower CPL-driving a measurable uplift in loan applications and conversions.