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Best WhatsApp Templates for Banking and Finance Sector

Banking and Finance Sector

With an increasing number of customer interactions shifting online, the banking and finance industry has to get acquainted with digital tools to engage with customers. It's more important now than ever to be available on the channels that customers are most active on, understand what their pain points are, and find ways to resolve them in the quickest possible time. This is something that WhatsApp as a channel is capable of offering.

WhatsApp has quickly climbed the ranks to become the defacto peer-to-peer messaging platform. Most people read their WhatsApp messages before they check email or SMS, which goes on to show that the effectiveness of WhatsApp is unparalleled.

Businesses too are tapping into the power of this channel for brand visibility and communication. If you are looking to consistently engage with customers by sending timely messages and updates, you would soon realize that it is next to impossible to type out individual messages especially, if you have a lot of customers to cater to. This is where template messages on WhatsApp Business API come to play.

We have created a collection of quick and easy-to-use templates that you can pick up on the go and send to your customers, in turn, making your conversations lively and packed with engaging content. These templates are a sure-fire way to make superior brand connections with your customers in real-time.  

So, let’s get started right away.

Banking and Finance - Transaction OTP Message

Dear Customer, {{1}} is the OTP for the transaction of amount {{2}} at Pheonix Mall with your Nexus Bank debit card ending {{3}}. The OTP is valid for 7 minutes. 🕖

Please do not share it with anyone.⏲️

Banking and Finance - Withdrawal Alert Message

Hi Dev, 👋

Rs. 5000/- was withdrawn from your bank account number {{1}} today. 💸

If this was not done by you, please call us.📞

Contact Us

Banking and Finance - Password Reset OTP Message

Dear Customer,

{{1}} is the OTP to reset your password. The OTP is valid for 7 minutes. 🕖

Do not share the OTP with anyone.⏲️📲

Banking and Finance - New Account Promotion Message

Start an account with us for {{1}} and enjoy up to 5% interest rates. 📈

For more information please visit our website {{2}} ✅

Banking and Finance - Transfer Confirmation Message

Dear Natasha, 👋😊

Your account no. {{1}} is debited for {{2}} on {{3}} and credited to Dev, a mobile number ending {{4}}. 💸

👉 If this transaction was not done by you, call us immediately. ☎️

Banking and Finance - Account Activity Alert Message

Dear Dev, 👋

Your account {{1}} is debited for {{2}} on {{3}} at PickUp Stores. Your account balance is {{4}}.

👉 If this transaction was not done by you, please call us at {{5}}.☎️

Banking and Finance - Broadcast Opt-In Welcome Message

Dear Customer,👋

Welcome to Nexus Bank. Thank you for banking with us. 🏦

We are glad that you have opted in to our communication list. You will now receive alerts via WhatsApp messages.📲😊

To change your settings, sign in to your account on our website: {{1}}

Banking and Finance - Account Updates Confirmation Message

Hi Natasha, you have successfully enabled mobile banking for your bank account ending {{1}}.🤝

👉 If not done by you, please call us.📞

Contact Us

Want more message templates?

And that’s a wrap on our list of WhatsApp template messages for the banking and finance industry. Looking for more message templates? Head over to our WhatsApp message template library that’s home to 100 + message templates that you can pick and use right away.

Kick-start your journey with the WhatsApp Business platform on DelightChat to streamline your business communication and create engaging content to wow your customers.

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