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How to Build Customer Trust in Fintech with CPaaS

In fintech, trust is everything. A single confusing SMS or repeated query can break it. CPaaS unifies WhatsApp, SMS, RCS, email, and voice into one secure hub ensuring clear, verified, and seamless conversations. <br><br>Kotak Bank saw 30% higher conversions with CPaaS. Build confidence, loyalty, and growth with Helo.ai at GFF 2025.

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How to Build Customer Trust in Fintech with CPaaS

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  1. Building Customer Trust in Fintech with CPaaS In fintech, trust is the most valuable currency. Fragmented communication erodes it through confusing alerts, generic emails, and repetitive customer service interactions.

  2. The Communication Problem Confusing SMS Alerts Generic Email Updates Users receive unclear transaction notifications that create anxiety instead of reassurance. Impersonal messages fail to provide context or meaningful information to customers. Repetitive Support Customers must repeat problems to multiple agents, creating frustration and distrust. These fragmented experiences don't just annoy customers4they create feelings of insecurity that damage trust.

  3. What Is CPaaS? Communications Platform as a Service (CPaaS) is a cloud-based platform that integrates real-time communication into your apps and services. CPaaS acts as your ultimate messaging toolkit, ensuring you deliver the right message, on the right channel, at the right moment.

  4. How CPaaS Builds Trust 01 02 Central Hub Integration Consistent Messaging Stitches all customer interactions across channels into one seamless conversation. Delivers clear, consistent, and demonstrably secure communications. 03 Confidence Building Transforms potential anxiety into assured confidence through strategic communication.

  5. Real-World Success: Kotak Bank The Challenge 60% Reduced Manual Work Traditional email channels felt impersonal and led to customer drop-offs, reducing engagement effectiveness. The Solution 30% Conversion Increase Adopted RCS integrated with Helo.ai to create interactive, media-rich, and branded conversations.

  6. Omnichannel Magic in Action Fraud Alert Customer receives verified WhatsApp fraud alert with "Not me" option. Automatic Response CPaaS automatically locks card and sends in-app identity verification prompt. Seamless Follow-up Agent follows up with full context4customer never repeats themselves. This continuity across channels builds unparalleled reliability and security, creating trust through seamless experiences.

  7. Visit Us at Global Fintech Fest 2025 Event Details Venue: Jio World Trade Centre, Mumbai Dates: October 739, 2025 Time: 9:00 AM 4 6:00 PM daily Our Booth: I-12,13,14,15 Experience live product demos, win amazing prizes, and enjoy free coffee while connecting with our experts.

  8. Booth Highlights Live Product Demos Grand Giveaways Free Coffee Experience Helo Broadcast and Helo.ai solutions solving real customer engagement challenges. Win iPhone 17, iPad, Apple accessories, and premium Helo.ai goodies. Grab fresh coffee while connecting with our communication experts.

  9. The Future of Fintech Communication In a hyper-competitive market where customer experience is a key differentiator, proactive and integrated communication strategy is non-negotiable. CPaaS isn't just technology4it's about delivering certainty and convenience. By embracing CPaaS, you're committing to superior customer engagement, positioning your brand as secure, responsive, and truly reliable. Want to learn more about a full-spectrum approach to fintech marketing? This CPaaS strategy is just one piece of the puzzle. Dive deeper into the full range of successful approaches in our comprehensive guide: 10 Fintech Marketing Strategies That Drive Results.

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