WhatsApp CRM for Forex & Currency Exchange — onboard, reload, update, support.
Built for forex companies, currency exchanges, and travel-card issuers. KYC document collection, forex card reload reminders, transaction confirmations, and AI customer support — on the channel your customers already check.
Collect PAN, passport, and address proof — where customers actually send them.
WhatsApp KYC for forex companies — document collection, verification, and audit trail
RBI-mandated KYC requires PAN, passport, address proof, and a selfie. Email collection means customers download a PDF, scan a document, attach it back — and most drop off mid-flow. WhatsApp KYC is one tap to camera, one tap to send. Documents land in your team inbox tagged to the customer record, with timestamp and audit trail built in.
Explore automation workflowsLive · KYC document received
Reload reminders that turn into reloads.
Forex card reload via WhatsApp — template messages, payment links, and balance alerts
A traveller in London has ₹2,400 left on their forex card and a flight home tomorrow. Email reminder? Lost in promotions. SMS? Read and ignored. A WhatsApp template with their card last-4, current balance, and a one-tap reload link gets the reload in 90 seconds — before they hit a foreign-exchange fee on a backup card.
Explore campaign & broadcastLive · low-balance reload nudge
Hi Priya, your forex card ending 7421 has only £23.40 left. Top up before your flight tomorrow at today's locked rate.
Reload now →Load confirmed. Rate locked. Three seconds, not three hours.
WhatsApp transaction alerts for forex — load confirmations, exchange-rate locks, balance updates
Every forex transaction has a window of customer anxiety: did the load go through? what rate was locked? did the recipient receive it? Email confirmations arrive after the anxiety has already escalated to a support call. WhatsApp delivers the confirmation before the customer has put their phone down — with the amount, rate, reference number, and a tap-to-reply option if anything looks wrong.
Explore CRM & system integrationLive · today's transaction stream
"What's my balance?" answered before your agent finishes coffee.
AI WhatsApp support for forex queries — balance, limits, rate lookups, card status
Forex customer support is 80% the same five questions. What's my balance? What's today's GBP rate? Can I increase my limit? My card isn't working. When does my rate lock expire? Your AI handles all five from your existing FAQ and live customer record — in any language — while your agents stay focused on the disputes that actually need a human.
Explore support automationLive · AI handling a balance query
Built for forex companies — start free.
Official WhatsApp Business API · Meta Business Partner. Onboard your first customer over WhatsApp today.
WhatsApp for forex — frequently asked
Questions forex CTOs, ops heads, and compliance teams ask before booking a walkthrough.
Is WhatsApp KYC compliant with RBI rules for forex companies?
WhatsApp is a delivery channel, not the KYC store of record. The document collection happens over WhatsApp, but the verification, audit trail, and storage live in your core system — exactly how RBI expects it. The WhatsApp Business API encrypts messages in transit, every received document is timestamped and logged, and your compliance team can export the full audit trail for any RBI examination.
Can WhatsApp template messages be used for forex card reload reminders?
Yes. Reload reminders qualify as utility templates under Meta's WhatsApp Business policy — same category as bank balance alerts. The template needs Meta pre-approval (we handle this during onboarding), can include the customer name, last-4 of card, current balance, and a one-tap button to a payment link (Razorpay, Stripe, or your own).
Does Go4whatsup integrate with my forex core system or card-management platform?
Yes — via REST API and webhooks. Common patterns: balance lookups from your card platform fire on inbound customer query, transaction events (load, swipe, decline) push to WhatsApp as utility templates, and KYC documents POST back to your compliance system with the customer ID. Native two-way integrations also exist for Zoho, HubSpot, Salesforce, Odoo, and Google Sheets if those are part of your stack.
How does AI handle queries that need real-time data like balance or exchange rate?
The AI handles language and intent. The data comes from your system. When a customer asks "what's my balance?", the AI identifies the intent, your webhook returns the live balance from your card platform, and the AI assembles the reply in the customer's language — all in 2-3 seconds. The customer never sees the API call; they see a fluent, contextual answer.
What languages does the AI support for forex customers?
100+ languages including all major Indian languages (Hindi, Tamil, Telugu, Marathi, Bengali, Kannada, Malayalam, Gujarati, Punjabi), Arabic for GCC customers, and English. Auto-detection runs on every inbound message, so a Hindi-speaking customer gets a Hindi reply and an Arabic-speaking customer gets Arabic — without your team needing multilingual agents.
How fast can a forex company go live on Go4whatsup?
Most forex customers are live in 5–10 business days. Day 1–2: WhatsApp Business API number provisioning with Meta (we run this for you). Day 3–5: template approval for reload reminders, KYC requests, and transaction alerts. Day 6–8: integration with your card platform via webhook. Day 9–10: AI knowledge-base upload and live testing with your ops team. Start the conversation by booking a walkthrough below.