Delivery you can rely on
Utility and authentication templates reach a channel people actually open.
Alerts People Read,
Records You Can Show.
Financial messaging has two demands: reach the customer, and prove what you sent. WBIZ delivers authentication and transaction alerts on WhatsApp, and keeps a consent and audit record behind every one.
Authentication templatesTransaction alertsDocument collectionAudit and consent logs
Evidence by default
Consent events, delivery states and an audit log on every conversation.
Collection without chasing
Document requests and KYC nudges that run on a schedule.
Compliance
Reach and record, not one at the cost of the other
Every send carries a delivery state and a template version. Every contact carries a consent history with a source and a timestamp. Every action inside the workspace lands in the audit log.
Role based access limits who can see which conversations and fields, and exports are available whenever an auditor asks for them.
- Authentication and transaction templates
- Consent events with source and timestamp
- Role based access with an audit log
- Scheduled document and KYC reminders
Alerts · last 24h99.6% delivered
TypeSentDelivered
Authentication8,41299.8%
Transaction alert14,20699.6%
KYC reminder1,88498.9%
Statement ready6,04099.4%
Consented contacts 61,204 · opt outs 412audit log on
How it works
From zero to live,
in four steps.
01Approve your templatesAuthentication, utility and service categories, per use case.
02Wire your systemsTrigger sends over the API from your core platform.
03Track consentOpt ins and opt outs recorded with a source.
04Export the evidenceDelivery states and audit trails, on demand.
What is inside,
in detail.
Authentication templates
One time codes delivered on WhatsApp with delivery states.
Transaction alerts
Utility messages triggered from your systems over the API.
Document collection
Request and receive documents inside the conversation.
Consent history
Every opt in and opt out with a source and a timestamp.
Role based access
Restrict conversations and fields by role.
Audit log
Every action inside the workspace, recorded and exportable.
What changes
With a platform,
and without one.
FeatureWith WBIZSMS gateway only
Delivery state per messagePartial
Customer can reply for supportNo
Consent record with sourceRarely
Audit log of internal actionsNone
Cost per messageMeta rate, at costPer SMS, plus markup
A comparison against running WhatsApp without a platform. See how WBIZ compares with other platforms.
FAQ
Financial services questions
Anything missing, a founder will answer directly.
Yes, using Meta's authentication template category, with delivery states recorded.
Yes, every internal action is logged, and delivery states are kept per message.
Each contact carries opt in and opt out events with a source, and stop keywords cancel pending sends.
Yes, roles control which conversations and fields a user can see.
Yes. Utility templates fire on events, so customers get timely alerts.
Yes. A Flow requests the documents, and they attach to the contact securely.
Yes, to opted in customers with approved templates.
Consent is recorded, access is limited by role, and every message is logged.
Yes. An authentication step verifies the person before an agent shares anything.
Yes. The AI agent answers common questions and routes the rest to an advisor.
Yes. Roles and permissions keep sensitive chats to the right staff.
Yes. Approved templates plus opt out handling keep sends within the rules.
Yes. The API and automations move data both ways.
Yes. The audit trail records message history for review.
It usually does, because alerts and self service answers cut inbound calls.
Explore more
The rest of the platform
Security
Encryption, access control and data handling in detail.
See securityTrust
Consent tooling, DPDP posture and export controls.
See trustDeveloper API
Trigger alerts from your core systems.
See the APIMove your alerts to a channel people open
Start free, approve one utility template, and compare delivery against your SMS gateway.