WhatsApp Templates

11 Financial Service WhatsApp templates you should use


WhatsApp Templates

11 Financial Service WhatsApp templates you should use


For financial institutions and services, your number 1 priority should be your customers. It’s about building a relationship with them and gaining their trust that gives your clients the confidence to engage with you as a financial service.

And the best way to maintain a good relationship with your clients is through consistent engagement. But how do you do that?

The answer is: chat marketing

 You can easily send messages to your clients through their preferred messaging channels and follow up with them regularly. 

However, while sending messages to your customers can help improve engagement, having to manually send individual messages can be extremely time-consuming. 

This is why you need message templates to help speed up the process and cut down on manual work. Furthermore, you don’t have to reinvent the wheel for every conversation with a customer! 

Let’s take a look at the best WhatsApp templates for financial services so you can send more messages in less time. 👇

P.S. These templates aren’t just for WhatsApp — they can be used as SMS templates, for Telegram, Messenger, etc. Feel free to adjust the templates according to your needs. 

For financial institutions and services, your number 1 priority should be your customers. It’s about building a relationship with them and gaining their trust that gives your clients the confidence to engage with you as a financial service.

And the best way to maintain a good relationship with your clients is through consistent engagement. But how do you do that?

The answer is: chat marketing

 You can easily send messages to your clients through their preferred messaging channels and follow up with them regularly. 

However, while sending messages to your customers can help improve engagement, having to manually send individual messages can be extremely time-consuming. 

This is why you need message templates to help speed up the process and cut down on manual work. Furthermore, you don’t have to reinvent the wheel for every conversation with a customer! 

Let’s take a look at the best WhatsApp templates for financial services so you can send more messages in less time. 👇

P.S. These templates aren’t just for WhatsApp — they can be used as SMS templates, for Telegram, Messenger, etc. Feel free to adjust the templates according to your needs. 

11 Best Financial Service WhatsApp templates

WhatsApp templates for Welcome Messages

When a client opts into your subscriber list, you should send them a simple welcome message to let them know that they’ve successfully joined your list. You can also take this chance to direct them to your website for further browsing or to edit their notification settings.

Here’s a template you can use:

Use this financial service WhatsApp template to send welcome messages.

WhatsApp templates for OTP

One Time Passwords (OTP) prevents any form of identity theft by making sure that a captured user name or password pair cannot be used a second time. Most financial institutions have OTPs set up to put their customers’ minds at ease. 

Here are some templates you can use:

Use this financial service WhatsApp template to send OTPs.
Use this financial service WhatsApp template to send OTPs.
Use this financial service WhatsApp template to send OTPs.

WhatsApp templates for Payments

When your client makes a successful payment, send them a simple message to reassure them that the payment has been made. 

Here’s a template you can use:

Use this financial service WhatsApp template to send payment messages.

WhatsApp templates for Alerts

Send alerts to your customers to inform them of certain matters that doesn’t require their immediate attention or action. 

Here are some templates you can use:

Use this financial service WhatsApp template to send alert messages.
Use this financial service WhatsApp template to send alert messages.
Use this financial service WhatsApp template to send alert messages.

WhatsApp templates for Account Updates

If your financial service requires clients to create accounts, chances are they’ll make changes to their accounts, such as editing their username or email address. Hence, send them messages to help them keep track of the changes made. 

Here are some templates you can use:

Use this financial service WhatsApp template to send account updates.
Use this financial service WhatsApp template to send account updates.

WhatsApp templates for Promotions

Sending promotional messages via chat messaging helps to catch your clients’ attention. Furthermore, 82% of people open every text message they receive, which means they’ll be more likely to read your messages and check out your promotions instead of ignoring them entirely. 

Here’s a template you can use:

Use this fitness WhatsApp template to send promotional messages.

11 Best Financial Service WhatsApp templates

WhatsApp templates for Welcome Messages

When a client opts into your subscriber list, you should send them a simple welcome message to let them know that they’ve successfully joined your list. You can also take this chance to direct them to your website for further browsing or to edit their notification settings.

Here’s a template you can use:

Use this financial service WhatsApp template to send welcome messages.

WhatsApp templates for OTP

One Time Passwords (OTP) prevents any form of identity theft by making sure that a captured user name or password pair cannot be used a second time. Most financial institutions have OTPs set up to put their customers’ minds at ease. 

Here are some templates you can use:

Use this financial service WhatsApp template to send OTPs.
Use this financial service WhatsApp template to send OTPs.
Use this financial service WhatsApp template to send OTPs.

WhatsApp templates for Payments

When your client makes a successful payment, send them a simple message to reassure them that the payment has been made. 

Here’s a template you can use:

Use this financial service WhatsApp template to send payment messages.

WhatsApp templates for Alerts

Send alerts to your customers to inform them of certain matters that doesn’t require their immediate attention or action. 

Here are some templates you can use:

Use this financial service WhatsApp template to send alert messages.
Use this financial service WhatsApp template to send alert messages.
Use this financial service WhatsApp template to send alert messages.

WhatsApp templates for Account Updates

If your financial service requires clients to create accounts, chances are they’ll make changes to their accounts, such as editing their username or email address. Hence, send them messages to help them keep track of the changes made. 

Here are some templates you can use:

Use this financial service WhatsApp template to send account updates.
Use this financial service WhatsApp template to send account updates.

WhatsApp templates for Promotions

Sending promotional messages via chat messaging helps to catch your clients’ attention. Furthermore, 82% of people open every text message they receive, which means they’ll be more likely to read your messages and check out your promotions instead of ignoring them entirely. 

Here’s a template you can use:

Use this fitness WhatsApp template to send promotional messages.

Want more templates?

And that’s our list of financial service WhatsApp templates!

Want more templates for different industries and use cases? We have over 100+ message templates over at our Message Template Library

Want more templates?

And that’s our list of financial service WhatsApp templates!

Want more templates for different industries and use cases? We have over 100+ message templates over at our Message Template Library