Build Trust and Scale Faster with mindbird
Drive Financial Engagement with Ease
Onboard new clients seamlessly through WhatsApp forms
Collect KYC documents, verify details, and complete registrations securely in-chat. Cut down lengthy processes to a few minutes.
Send instant balance alerts and transaction updates
Notify customers of payments, deposits, or withdrawals in real time. Keep them confident and informed without extra logins.
Automate EMI and premium reminders
Remind clients of upcoming loan EMIs or insurance premiums via WhatsApp. Reduce defaults and improve timely collections.
Enable secure query resolution with chat support
Answer FAQs around interest rates, credit limits, or claims quickly. Escalate complex issues to advisors for personal guidance.
Upgrade Client Service with Smart Add-Ons
Provide personalized investment recommendations
Suggest funds, stocks, or savings plans tailored to each client’s profile right in chat. Boost engagement and upsell opportunities.
Share policy documents and account statements digitally
Deliver official statements, tax certificates, or policy summaries instantly in a secure format. Save time and paperwork.
Send fraud alerts and compliance updates immediately
Alert customers about suspicious activity or regulatory changes. Build trust with proactive protection.
Support multilingual interactions for diverse investors
Serve clients in their preferred language for maximum comfort and clarity.
Why Businesses Trust mindbird
99.9% platform
uptime
99.9% platform uptime
In-house onboarding support
Built-in consent management
Scales with your business
Transparent pricing plans