Financial Communication Infrastructure: Recorded, Traceable, Searchable
Your WhatsApp, social media, call center and phone lines (VoIP/PBX) merge into one panel. Every conversation is recorded. You decide which employee sees which conversation. You search and find conversation history by channel, agent and time. We do the setup and the connections; you manage from one screen.
For financial institutions: WhatsApp, social media, call center and phone lines (VoIP/PBX) merge into one panel. Every conversation is recorded, you decide which employee sees which conversation, and you search the history by channel, agent and time. We do the setup and the connections.
Finance Operations Panel
All channels on one screen
Customer communication does not fit in one channel
Customers write to you from five separate places: phone, WhatsApp, social media, web form, call center. When each channel sits in a separate program, three things get lost. The trail of the conversation: nobody can see a request's history from start to end. Permission: it is unclear which employee sees what. The record: conversations slowly drift onto staff members' own phones.
Chatinbox brings this scatter into one structure. Records, permissions and searchable conversation history come under the same roof.
Fragmented channels
Contact history spread across 5+ separate apps
Unclear permissions
Which agent discussed what with which customer cannot be traced
Unmeasured process
No data comes out by channel and agent breakdown
Personal device leakage
Conversations move onto personal WhatsApp and phones
Why is this infrastructure so decisive?
The scale of customer communication in finance and the most common risk points.
73%
of fintech customers find the customer service experience decisive for brand loyalty (Salesforce State of the Connected Customer, 2023)
Scattered channels
A financial institution talks to a customer separately over WhatsApp, phone, email and social media. Each channel is a separate program, a separate gap in the record.
67%
of customers say they use more than one channel to resolve their issues (Zendesk CX Trends, 2024)
Delayed first reply
When channels are scattered, it is invisible whose queue a message is waiting in; that is the most common cause of first-reply delay.
What does Chatinbox give you?
Core capabilities prepared for financial institutions.
Multichannel customer communication
WhatsApp, Instagram DM and calls run from a single screen.
WhatsApp and social messaging
You manage WhatsApp Business API and social media channels under corporate rules.
VoIP/PBX and call center
You see your virtual PBX and phone calls on the same screen as conversations.
User and role-based access
Which employee sees which conversation, you decide one by one or by role.
Data masking
National ID (TC kimlik), IBAN and card numbers appear hidden to employees without permission.
Conversation history and records
Every conversation lands on the customer card with its time. Only authorized employees reach the history.
Recorded and searchable conversation history
You search and find past conversations by channel, agent, tag, status and time.
API integration
Connects by API to your existing CRM, ERP, call center and reporting programs.
AI-assisted conversation analysis
Conversation summaries, priority order and tag suggestions speed up the agent's work; the system does not make financial decisions on its own.
Where does it help in financial institutions?
In the daily customer operations of finance, fintech, payment, e-money, insurance and brokerage teams.
Customer support requests
Collect requests from all channels in one place and track them against SLA.
Applications and information requests
Follow all messaging during the application process from one panel.
Complaints and feedback
Record every complaint, tie it to an owner and track resolution time.
Insurance quotes and policies
Manage quote, renewal and policy messaging from one center.
Payment and e-money customer support
Bring order to the customer flows of payment and electronic money institutions.
Fintech customer support platform
Scalable infrastructure that keeps pace with fintech flows that use digital channels heavily.
Banking communication solutions
Track and record phone and digital channel conversations in one shared place.
Open requests
See which agent wrote what to which customer, and which conversations are open or waiting for follow-up.
Common questions: financial communication infrastructure
What does financial communication infrastructure mean?
It is the system through which a financial institution runs all its customer channels from one place. The channels are: WhatsApp, phone, social media and web. In this system every conversation is recorded, tied to a permission, and searchable later. Chatinbox brings this ready-made for fintech and financial institutions.
Which channels do banking communication solutions integrate with?
It works with WhatsApp Business API, Instagram DM and virtual PBX connections. All of these channels are managed from a single operations panel.
How is data security ensured in multichannel communication for financial services?
Three things work together: role-based access, sensitive field hiding (national ID, IBAN, card number) and time-stamped conversation records. So only authorized employees see sensitive information.
How long does moving to a fintech customer support platform take?
It connects to your CRM, ERP and call center systems over API; it is added on top as a communication layer without touching your existing technology investment. We can share a setup timeline specific to you in the demo call.
Why Chatinbox?
Chatinbox covers the whole of the financial communication infrastructure. Customer conversations are recorded with agent, channel, tag, status, call outcome and time information, and are searchable later.
So financial institutions run customer communication over a single operations infrastructure instead of leaving it to personal devices or disconnected systems.
Central operations
All channels run from one screen.
Permission control
Access is limited at user, role and data level.
Recorded communication
Every contact is archived with a timestamp.
Searchable history
Conversations are found by channel, agent and time.
Technology infrastructure for the financial ecosystem
Under the headings of software, electronic infrastructure and telecommunications
Chatinbox aims to provide financial institutions with supporting and auxiliary software, electronic infrastructure and telecommunications services. The institutions it serves: finance, fintech, payment, electronic money, insurance and brokerage firms. Across Turkey, with Istanbul first.
Chatinbox makes these institutions' customer communication tidier, more secure and more measurable. In this way it contributes to the technology infrastructure at the Istanbul Financial Center.
Chatinbox does not perform financial transactions. It does not give financial advice. It does not make financial decisions on behalf of customers. It only provides the technology that makes customer communication manageable.
Integration capability
It is added alongside your existing technology investment, without replacing it.
Chatinbox's API structure lets it work together with your existing CRM, ERP, call center, reporting and internal operations systems.
The aim is to make the customer communication layer more visible and more manageable without changing your existing technology investment.
Data
REST API
Channel
WhatsApp Cloud API
Phone
SIP / VoIP / PBX
Events
Webhook
Bring your customer communication into one center and record every contact.
Let's schedule a demo call to start managing your corporate messaging from one panel.
