Connecting SharePro’s Whatsapp Integration to backoffice operations streamlines customer support and enables a ChatBot service to meet the client requirements in a near real-time basis without any manual intervention. This secure form of messaging can also be used to delivery reports directly to the end-user and can send out notifications triggered by events.
Access any back office reports such as Contracts, Ledger, Portfolio Statements, etc. by just typing "Hi". Now fetch reports through various segments and time frames with a click of a button.
Quickly share crucial reports to clients directly through SharePro Desktop to your client's registered phone number
SharePro has the capability of sending WhatsApp messages on triggering of certain events, like the Client completing a reKYC Process, or reKYC Status Update, Investor Onboarding, Receipt Acknowledgement of Client's payment, etc.
 Over the years, Whatsapp has become a reliable, secure and frequented tool of communication for various businesses – including broking. We only aim to automate this form of communication to reduce hassle for our brokers.
Simply email us at business@stansoftware.com inquiring about our Whatsapp Integration. Our team will showcase its features real-time and also discuss everything we need to onboard your backoffice.Â
Yes, the Whatsapp Integration is only streamlined with SharePro Desktop. Therefore, you would have to onboard with our backoffice system to leverage this automated feature.
