Flowella for FinTech

Turn KYC, onboarding and consent forms into WhatsApp conversations that close faster.

Applicants, customers and high-value prospects already live in WhatsApp. Flowella turns the forms your KYC, onboarding and risk teams already run into fast, structured WhatsApp Flows that drop straight back into your CRM and core systems.

Talk to us about fintech → See FinTech workflows

Where Flowella helps

Move applicants forward. Verify faster. Stay compliant.

From the first KYC document request to the final post-onboarding survey, Flowella turns the touchpoints your fintech, lending and digital-banking teams already run into structured, mobile-first conversations.

KYC document collection

Send applicants the document list in chat, accept photos in line, and chase only what's missing. Risk and ops teams stop trawling inboxes and onboarding cycles drop from days to hours.

Authentication & OTP

Step-up authentication and one-time codes delivered as guided WhatsApp Flows — single-use, retry-bounded, audit-logged. Cleaner than SMS, cheaper than voice, with structured outcome data flowing back into HubSpot.

Application status updates

Status updates, missing-info prompts and decision messages all delivered on the channel the applicant actually checks. No "your form is in review" emails sitting unread for two weeks.

Re-engagement & win-back

Re-activate dormant accounts and abandoned applications with a single tap-to-respond WhatsApp prompt. Branch active interest, snooze and opt-out, and clean your CRM automatically as replies come back.

Consent & preference capture

Capture opt-ins, marketing preferences and AML/PEP confirmations in a structured flow with every checkbox state, language choice and timestamp recorded in the contact record.

Surveys & data refresh

Run NPS, CSAT or contact-data refresh campaigns on the channel customers already trust. Detractor recovery, freshness flags and CRM enrichment, all triggered from a single WhatsApp question.

What makes us different

Built for forms, not chatbots.

Most WhatsApp tools focus on broadcasts and bot conversations. Flowella is built specifically for form-based workflows — the kind onboarding, risk and growth teams in fintech already run every week.

Forms-first design

We start with the forms your KYC, onboarding and risk teams already run, and bring them into WhatsApp using Meta's native Flows feature — so every applicant submits the same structured data, just on the channel they actually open.

True CRM integration

Every submission is treated like a form submission in your backend, ideal for fintechs already invested in HubSpot, Google Forms, Typeform or SurveyMonkey. No CSV exports, no manual mapping, no late-night reconciliation.

No-code configuration

Risk, compliance and product teams can build and adjust flows themselves, without waiting on developers or filing a ticket. Update a question, change a field, ship in minutes — and roll back just as quickly.

Validation built in

Flowella validates required fields and formats (email addresses, phone numbers, IBANs, postcodes, dates of birth) in real time, so your data is cleaner, your funnel converts higher and your team stops chasing typos.

Privacy & consent by design

Opt-ins, marketing preferences, AML attestations and risk-tier consents can all be captured and stored exactly where you need them, with timestamps and language-of-consent — making GDPR, FCA and internal audit reviews much easier to defend.

Where your customers already are

WhatsApp has 3B+ monthly active users and the highest read rates of any modern messaging channel. Meeting customers where they already chat beats another email that lands in promotions — and beats an SMS link they refuse to tap.

Trusted by fintech teams

Verified faster. Followed up cleaner.

We stopped chasing identity documents by email and cut onboarding wait times from days to hours. Customers send selfies, IDs and proof-of-address straight into the same WhatsApp thread, and only the genuinely stuck applications reach our review queue.

FinTech onboarding team UK and EU

See the KYC Onboarding blueprint

Workflows ready to swipe

Workflow blueprints from across fintech.

Real WhatsApp workflows other fintech teams already run on Flowella — open the blueprint, customise the questions, and ship it before the next sprint.

Web Contact Follow-up

Convert more web traffic: two-field form, then a 5-day WhatsApp drip that enriches the CRM and qualifies the lead before the SDR ever calls.

Platform

HubSpot

Category

Marketing Communication

Industry

FinTech

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KYC Onboarding

Complete KYC faster with WhatsApp document requests, missing-file nudges, verification branches, and manual review only for exceptions.

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Authentication / OTP

Verify users faster with WhatsApp OTP, single-use codes, retry branching, fail-closed support, and audit logging.

Platform

HubSpot

Category

Support Communication

Industry

FinTech

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Abandoned Cart Recovery

Recover abandoned carts with WhatsApp reminders, purchase-status exits, support-first rescue, and controlled incentives.

Retention Marketing Communication

Industry

FinTech

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Ready when you are

Bring KYC and onboarding into WhatsApp.

15-minute walkthrough. We'll show you a working KYC, onboarding or consent flow, mapped to a HubSpot or Google form, with your fields, your tone and your compliance rules.

Book a walkthrough → Try Flowella on WhatsApp