Automate Customer Conversations with an AI & No-Code WhatsApp Chatbot
Build custom financial chat flows, deliver real-time ledger balances, holding statements, and trade confirmations, and capture IPO leads — all through WhatsApp automation. Launch in minutes with CapitalBridge’s bank-grade platform.
Security
Bank-grade OTP 2FA
Speed
< 3s DB Responses
Compliance
SEBI & Exchanges
Deployment
Zero App Install
CapitalBridge Assistant
Official Business Account
Check my ledger balance & demat holdings for CB9042
🔒 Security Verification: Please enter the 4-digit OTP sent to your registered mobile ending in 7890.
7492
Available Margin
₹1,42,500.00
Net Ledger
₹2,15,400.00
Demat_Holdings_CB9042.pdf
14 Scrips • ₹18.45 Lakhs
Trusted by leading stock brokers, wealth desks, and financial institutions
Explore Real WhatsApp Chat Capabilities
Turn repetitive branch telephone queries into instant, automated self-service inside WhatsApp. See real conversation workflows below.
Instant AI ResponseSmart AI Chat Automation
Your automated brokerage assistant answers complex queries instantly with natural language understanding — margin requirements, settlement dates, and dividend updates.
In-Chat Demat BalancesHoldings & Portfolio Statements
Showcase stock holdings, demat balances, and mutual fund NAVs directly inside chat with interactive buttons, live valuations, and one-tap PDF downloads.
98% Read RateBroadcast Messages & Margin Calls
Send urgent margin shortfall notices, contract note intimations, and exchange circular alerts to thousands of clients simultaneously with verified delivery logs.
UPI Block MandatesDirect IPO & Primary Market Action
Guide investors from public issue discovery to UPI block mandate authorization in a single WhatsApp thread, reducing drop-off and speeding up bids.
Zero Wait Time24/7 Always-On Brokerage Desk
Your customer service assistant works round-the-clock, resolving inquiries and capturing high-intent trading leads even on weekends and trading holidays.
Try the WhatsApp Assistant Experience
Select a client scenario below to preview the exact conversational flow, OTP checkpoints, and document attachments.
CapitalBridge Assistant
Verified Desk • Instant Replies
Hi, check my ledger balance for client code CB9042
🔒 Security Verification: A 4-digit OTP has been sent to your registered mobile ending in 7890. Please reply with the OTP to view your financial records.
✓ OTP verified successfully for CB9042 (Alpha Traders Pvt Ltd).
What Sets Us Apart
From effortless automation to compliant ledger delivery, here’s why brokerages and financial desks choose CapitalBridge to power their client interactions.
Truly No-Code Builder
Create sophisticated financial chat flows, automated menus, and custom greetings in minutes without technical overhead or engineering dependencies.
Seamless Back-Office Integration
Connect natively to exchange trading feeds, depository back-offices (NSDL/CDSL), client master registries, and risk engines effortlessly.
Dedicated Support & Desk Handover
Get expert engineering assistance and enable seamless automated handover to human branch operators whenever complex advisory is needed.
Bank-Grade OTP & Two-Factor Security
Sensitive ledger balances and contract notes are guarded behind dynamic OTP verification on the registered mobile, keeping records 100% private.
Advanced Analytics & Audit Trail
Access comprehensive telemetry on message delivery rates, query resolution times, failed auth attempts, and an exportable SEBI compliance archive.
Benefits it Offers
Turn every WhatsApp chat into an opportunity to engage, support, and convert your trading clients.
Instant Communication
Send real-time trade alerts, order executions, and OTP-authenticated statements with sub-second turnaround.
Quick Fixes, No Wait Time
Eliminate 80% of repetitive telephone calls by letting clients self-serve account balances, ledger statements, and tax reports.
24/7 Availability
Your customer desk stays active after market hours, throughout the weekend, and during high-volatility market events.
Personalized Interactions
Context-aware responses that greet clients by name, recognize their tier, and offer relevant primary market opportunities.
Boost Sales & Client Support Instantly with WhatsApp
Empower your branch network with automated client workflows, instant compliance delivery, and 24/7 responsiveness.
Frequently Asked Questions
Everything you need to know about setting up your brokerage’s AI WhatsApp assistant, back-office API links, and compliance.
Have custom technical requirements?
Our financial engineering team can integrate custom proprietary back offices and specific exchange feeds.
Ready to Automate Your Customer Conversations?
Join forward-thinking brokerages, wealth managers, and financial desks providing instant, 24/7 service on WhatsApp with CapitalBridge.