How a lender cut manual follow-up work by 80% with WhatsApp

01The challenge

Lost lead emails and big lists to manage

New leads from the website were announced by email, and in some workflows those emails didn’t arrive reliably.

Messaging large customer and prospect lists took a lot of coordination, the team couldn’t see what had been delivered or read, and customers had no easy way to reply.

02What they switched on

Campaigns, enquiries and lead alerts in one place

The lender moved its outreach and lead handling to WhatsApp with SAMWAD.

1. 1
   Campaigns →

   Targeted campaigns to large lists

   Customers and prospects are grouped and sent relevant messages, with delivery tracked for each campaign.

2. 2
   API & webhooks →

   WhatsApp alerts for new website leads

   When someone fills in the website form, the team gets a WhatsApp alert instead of an email.

3. 3
   Shared inbox →

   Two-way enquiries

   Customers reply to messages and ask questions in the same chat, and the team answers from one place.

03The results

Less chasing, more leads seen

The team now does about 80% less manual follow-up work, and 50% more new-lead alerts reach them on WhatsApp.

More than 10,000 campaign messages have gone out, with delivery and replies visible in the SAMWAD dashboard.

04What you can copy

Lessons for financial services teams

• Send lead alerts where your team already looks: WhatsApp beats a crowded inbox.
• Group big contact lists so each campaign reaches the right people.
• Track delivery and replies, so you know what worked.