Finance
The Problem ?
Managing communication in schools, colleges, and training institutes is a huge challenge. Teachers get flooded with queries from students and parents across multiple subjects but have no way to filter or route these messages efficiently. Student phone numbers are visible to all teachers, raising privacy concerns. Admissions teams lose track of leads due to manual follow-ups, and counselors struggle to manage hundreds of enquiries without any pipeline or reminder system. Without a centralized, controlled chat system, scaling support and keeping data secure is almost impossible.
Wisemelon to the rescue
Capture & Qualify Every Loan or Policy Enquiry
Automatically collect key customer info through guided WhatsApp flows. Whether it’s a loan, credit card, or insurance query - Wisemelon tags and prioritizes leads instantly based on eligibility criteria or interest type.
Train AI to Answer Product & Policy Questions
Upload brochures, documentation checklists, and plan benefits - Wisemelon’s AI will learn from it and respond instantly to questions like “What’s the EMI for ₹5L?” or “Is dental covered in this policy?” reducing support load and increasing clarity for clients.
Automate Document Follow-Ups Without Chasing
Prompt customers to upload KYC documents or income proofs through WhatsApp. Set up automated reminders for missing files, reducing manual chasing and speeding up the approval process.
Track Every Customer Conversation & Team Interaction
Maintain a complete record of every message exchanged - from loan pitch to closure. Managers can track which rep is handling what, monitor bottlenecks, and ensure clients aren’t dropped mid-process.
Ensure Data Privacy with Role-Based Access & Masking
Protect customer data by assigning role-specific access. Sales teams won’t see documents they don’t need. Agents can interact using names or IDs without seeing sensitive phone numbers - ensuring better compliance and trust.
Smart Retargeting with AI Suggestions
Use AI to detect when a customer is due for policy renewal, top-up loans, or tax filing season - and send personalized WhatsApp nudges like “Renew your health policy before penalty” or “Pre-approved top-up loan now available for you.”