Reminders that get read,
records you can show

Payment and renewal reminders, document collection, and a full history of what was sent to whom and when.

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ReminderPremium due

Sent12 Sep, 10:00

Delivered12 Sep, 10:00

Read12 Sep, 10:04

Why teams like it

Scheduled campaigns for due dates and renewals.

Every message, with delivery and read status, kept in your workspace.

Per-person permissions and assigned chats only, where needed.

Use cases

Lenders, NBFCs, brokers and insurers send reminders and alerts customers actually open. Meta template types used: Utility, Authentication.

EMI and payment remindersDue-date reminders with a secure payment link.
Policy renewalsRenewal notices ahead of expiry, with the premium and a pay link.
Document collectionCustomers send KYC documents as photos or PDFs in the chat.
One-time passwordsLogin and transaction codes through Meta authentication templates.

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Banking, finance & insurance Business account

Your EMI of ₹8,450 for loan ending 3921 is due on 5 October.
Pay on time to keep your credit score healthy.10:24

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Frequently asked questions

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Can we restrict who sees what?

Yes, permissions per team member and assigned chats only.

Do you store our documents?

Files shared in chat are stored in your workspace and can be deleted.

Can we bring our own systems?

Yes, through the API.

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