Use Cases/Fintech/New Account Welcome & Setup

New Account Welcome & Setup

Onboard new customers with a guided setup flow covering key actions in one conversation.

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New Account
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Message

Messaging Capabilities

🃏
Rich Cards
Full-bleed image with title, description, and action buttons — all inside the native Messages app.
💬
Suggested Replies
One-tap reply chips shown below a message so customers respond instantly without typing.
🔗
Deep Links
Direct URL action navigates users straight to the relevant product page or app screen.

How It Works

  1. 1

    Business shows a Rich Card — "🎉 Welcome to Monzo, Alex!" with buttons "Let's Go", "Do This Later"

  2. 2

    Customer taps: "Let's Go"

  3. 3

    Business sends: "Step 1 of 3 — Add money to your account to start spending." — with quick replies "💳 Add Card", "🏦 Bank Transfer"

  4. 4

    Customer taps: "🏦 Bank Transfer"

  5. 5

    Business shows a Rich Card — "Your Sort Code & Account Number" with buttons "✅ Done, I've transferred", "Set Up Direct Debit"

Bind

Ready to reach customers on WhatsApp & Viber?

Bind designs and implements messaging flows that drive measurable results.

Why WhatsApp & Viber?

  • Reach customers where they already are — 2B+ WhatsApp users and 1B+ Viber users
  • Rich media: images, carousels, and action buttons in every message
  • Verified business sender — customers know it's really you
  • Higher open rates than email and traditional SMS
  • Two-way conversations that drive real engagement and conversions

More Fintech Use Cases

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TechStore
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🚨 Unusual activity on your Visa ****4521. $340 at Best Buy, New York. Was this you?9:41
🚫 Block my card9:41
🔒 Card Blocked Immediately

🔒 Card Blocked Immediately

Your Visa ****4521 is frozen. A replacement card will arrive in 3–5 business days.

9:41
Message
9:41
TechStore

🚨 Unusual activity on your Visa ****4521. $340 at Best Buy, New York. Was this you?

9:41

🚫 Block my card

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🔒 Card Blocked Immediately

🔒 Card Blocked Immediately

Your Visa ****4521 is frozen. A replacement card will arrive in 3–5 business days.

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Type a message

Transaction Fraud Alert

Instantly alert customers to suspicious transactions and let them respond in one tap.

Suggested RepliesRich CardsSecurity Actions
9:41
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TechStore
online
💳 Your credit card payment of £847.50 is due in 3 days (Apr 3). Avoid late fees!9:41
⚡ Pay Now9:41
Confirm Payment

Confirm Payment

£847.50 from Chase Current ****2341 Scheduled: Today

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✅ Confirm9:41
✅ Payment of £847.50 confirmed! Your account is up to date.9:41
Message
9:41
TechStore

💳 Your credit card payment of £847.50 is due in 3 days (Apr 3). Avoid late fees!

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⚡ Pay Now

9:41 ✓✓

Confirm Payment

Confirm Payment

£847.50 from Chase Current ****2341 Scheduled: Today

9:41

✅ Confirm

9:41 ✓✓

✅ Payment of £847.50 confirmed! Your account is up to date.

9:41

Type a message

Bill Payment Reminder

Reduce missed payments with smart reminders and one-tap pay confirmation.

Rich CardsQuick PaySuggested Actions
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TechStore
online
📊 Good morning! Here's your March 2025 account summary.9:41
View Details9:41
Current Account

Current Account

Balance: £3,240.00

Savings Account

Savings Account

Balance: £12,450.00

Credit Card

Credit Card

Balance: £847.50 due

View History9:41
Savings Account

Savings Account

Balance: £12,450.00 Interest earned in March: £18.50 Annual rate: 1.85% AER

9:41
Message
9:41
TechStore

📊 Good morning! Here's your March 2025 account summary.

9:41

View Details

9:41 ✓✓

Current Account

Current Account

Balance: £3,240.00

Savings Account

Savings Account

Balance: £12,450.00

Credit Card

Credit Card

Balance: £847.50 due

View History

9:41 ✓✓

Savings Account

Savings Account

Balance: £12,450.00 Interest earned in March: £18.50 Annual rate: 1.85% AER

9:41

Type a message

Monthly Account Summary

Deliver a rich monthly overview of account balances and spending insights.

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