Make Financial Decisions Easier for Your Customers

Upstox case study

Engage in human-like conversations with your customers just like you would in the real world to guide them at every step of their financial journey, win their loyalty and grow sales.

Upstox case study

Trusted by Leading Fintech Brands


Generate and Convert High-Quality Leads

  • circle-check Connect with your audience on apps like Instagram, WhatsApp and Facebook, to get their attention & start new conversations.
  • circle-check Engage your leads in meaningful conversations to understand their unique financial needs & preferences - powered by ChatGPT.
  • circle-check Onboard customers, create accounts, enable purchases, accept payments & more all within the same app to drive end-to-end conversions.
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Improve Engagement and Drive Financial Literacy

  • circle-check Send timely notifications to educate and advice your customers on their financial health, investment strategies & account updates.
  • circle-check Use videos, voice & human-like conversations to simplify complex financial topics & increase engagement.
  • circle-check Recommend complementary financial products or services to customers based on their behavior and preferences to encourage additional purchases and upgrade to premium services.
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Build Stronger Relationships & Win Customer Loyalty

  • circle-check Provide instant support and guidance to your customers and build meaningful relationships & nudge your users further in their journey.
  • circle-check Automate 80% of frequently asked queries such as handling refunds, renewing policies, reporting lost cards, payment issues, etc.
  • circle-check Collect real-time feedback to make customers feel valued and win their trust, thus building brand loyalty.
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Elevate Your Fintech Experiences with Haptik

Stay ahead of the game with Haptik’s cutting-edge features



Leverage Haptik’s GPT-trained chatbots to engage with your customers in free-flowing conversations and build meaningful relationships


Pre-Built Conversation Workflows

Leverage Haptik’s library of 100+ pre-built conversation workflows used by leaders in the Fintech industry


Support for 130+ Languages

Increase your customer base across regions by supporting local languages that your users prefer


Send Two-Way Notifications

Send two-way notifications at every stage of the customer journey to improve engagement and nudge your users further in their journey

The Impact of Haptik’s Fintech Chatbots

Get ahead of your competition with Haptik and boost customer acquisition across channels