An AI teammate that never misses a customer
Clients want fast, accurate answers. Havari AI handles first contact and admin while your advisers focus on advice.
Answers your calls
Answers calls with your services and fees, and books consultations.
- Qualifies new enquiries with your questions
- Books meetings into advisers' calendars
- Never gives financial advice: passes it to your team
Makes calls for you
Follows up so opportunities don't go quiet.
- Calls new leads and books discovery calls
- Reminds clients about reviews and renewals
- Chases missing documents
Replies to every message
Replies to client messages on every channel.
- Answers questions about services and next steps
- Sends checklists and document requests
- Logs every conversation against the client record
SMS
97% open rateInstant, direct messages that get opened within minutes.
Fraud Prevention
Send instant alerts for unusual transactions so customers can protect their accounts in real time.
Payment Reminders
Reduce missed payments with automated reminders for bills, loans, direct debits, and credit card due dates.
Account Updates
Keep customers informed with balance alerts, payment confirmations, and important account changes.
SMS use cases for Finance
2FA & Verification
Strengthen security with SMS one-time passcodes for logins and payments.
Appointment Booking
Send reminders for financial adviser meetings, mortgage appointments, and review calls.
Customer Support
Handle account queries and quick questions over SMS instead of a phone queue.
Mortgage & Credit Updates
Let customers know about application decisions, credit limit changes, and upcoming mortgage renewals.
Message examples
Transaction Alert
Transaction alert: a payment of £{Amount} was made on your card ending {Last4}. Reply Y if this was you or N if you don't recognise it.
Payment Due
Reminder: your payment of £{Amount} is due on {Date}. Pay now to avoid late charges: {Link}
Low Balance
Account alert: your current account balance is below £{Threshold}. Top up or move money: {Link}
Email for compliant, professional client communication
Statements & Reports
Send monthly statements, annual summaries, and quarterly reports securely by email.
Compliance Documents
Distribute policy documents, KYC updates, and regulatory notices with read receipts.
Appointment Confirmations
Confirm adviser meetings and consultations with detailed email confirmations.
Email example
Monthly Statement
Subject: Your {Month} statement is ready
Dear {FirstName},
Your statement for {Month} is now available. Log in to view your account summary and recent transactions: {Link}WhatsApp for quick, secure customer service
Quick Support Queries
Handle balance checks, account queries, and product questions via WhatsApp conversations.
Transaction Alerts
Deliver rich transaction notifications with interactive options to verify or flag activity.
Appointment Booking
Let customers book adviser appointments via WhatsApp with quick-reply time slot buttons.
WhatsApp example
Transaction Alert
🔔 Transaction alert: £{Amount} was charged to your card ending {Last4}.
Was this you?
✅ YES — authorised
❌ NO — block my card
Reply now or call {Phone}.Instagram DMs for approachable first contact
Product Enquiries
Answer questions about products and services from people who found you through content.
Educational Follow-Ups
Turn engagement with educational content into a conversation about next steps.
Appointment Requests
Let prospective clients request an adviser call or meeting directly via DM.
Instagram DM example
Adviser Follow-Up
Hi {FirstName}! Thanks for reaching out 👋 Happy to answer any questions or book you in with an adviser — what works best for you?Messenger
Facebook PagesMessenger for secure, convenient client chats
Account Queries
Handle general account and product questions quickly without a phone queue.
Appointment Booking
Let clients book adviser appointments via Messenger with quick-reply time slots.
Document Requests
Notify clients when documents are ready and guide them through next steps.
Messenger example
Appointment Booking
Hi {FirstName}, thanks for getting in touch! We have adviser slots on {Date} at {Time} or {Date2} at {Time2}.
Which suits you best?Everything in one shared inbox
SMS, Email, WhatsApp, Instagram and Messenger all land in one place — with built-in CRM and team collaboration.
Shared Inbox
Every SMS, Email, WhatsApp, Instagram and Messenger message in one place. Assign conversations, add notes, and reply as a team.
Bulk Campaigns
Send thousands of personalised messages across SMS, Email, WhatsApp, Instagram and Messenger instantly. Upload contacts, merge fields, schedule delivery.
Built-in CRM
Every conversation becomes a ticket. Track status, assign to team members, and see full customer history.
Smart Scheduling
Schedule campaigns in advance or set up automated sequences triggered by customer behaviour.
Message Templates
Reusable templates with personalisation tags across all five channels. Save time, stay consistent.
Analytics
Track delivery, open rates, response times, and agent performance across every channel and inbox.
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