Account query, instantly resolved
The customer asks; the agent answers from authoritative source data.
- Live account access
- Internal transfers in-thread
- Audit trail by default
Account ops and advisory, without the call center.
Subport runs account servicing, advisory check-ins, and onboarding on WhatsApp — encrypted, audited, and built for regulated workflows.
−56%
+2.4x
100%
Where financial ops are stuck.
The hold music is real. Compliance lives in another tool. Advisors spend half their day on logistics, not advice.
Hold-time drag
"What's my balance" doesn't need an agent. But every IVR makes it feel like it does.
Onboarding friction
KYC and account opening flows are paper-shaped. Drop-off is brutal.
Advisors as schedulers
Advisors spend ~40% of their time on admin — booking, reschedules, document chasing.
Compliance retrofit
Most chat tools weren't built for archival, retention, or supervision. Bolting it on creates risk.
11 min
for a balance check or transfer. WhatsApp self-serve closes it under 60 seconds.
What Subport runs for financial teams.
Account self-service
Balance, statements, transfers, bill pay — fully self-serve, fully audited.
- Balance and transaction history
- Internal transfers
- Statement download
Compliant by default
End-to-end encrypted, archived per retention policy, supervisor-reviewable.
- Retention and archival
- Supervisor review queues
- PII redaction in transit
Advisory check-ins
Portfolio nudges, rebalancing suggestions, market updates routed to your advisors.
- Portfolio alerts
- Goal progress updates
- Advisor handoff with context
Onboarding & KYC
Document capture, e-sign, identity verification — finished in one thread.
- KYC document capture
- Identity verification
- E-signed account agreements
From query to recommendation.
Portfolio guidance
Personalized investment context, with advisor handoff when it matters.
- Performance pulse
- Rebalancing suggestions
- Advisor handoff with full context
Goal tracking with no spreadsheets
Retirement, savings, education — progress visible without logging into another portal.
- Goal projections
- Contribution adjustments
- Automated milestones
Impact on financial ops.
−56%
+2.4x
+18 NPS
100%
Daily moments we automate.
Balance and transactions
Live, audited, no IVR.
Statements and tax docs
Generate and deliver in-thread.
KYC and identity
Capture, verify, archive.
Portfolio nudges
Behavior-aware, advisor-routed.
Account onboarding
From application to funded, in one thread.
Compliance prompts
Disclosures and consent at the right moment.
Connects to your core banking and CRM.
- Salesforce Financial Services
CRM
- Plaid
Account data
- Persona
Identity
- DocuSign
E-sign
- Snowflake
Audit & analytics
- Twilio
SMS fallback
Bring banking conversations onto an audited channel.
Compliant from day one. Pilot with one advisor team and one product line.