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Financial Services Solutions

Solutions to build better and more effective mobile financial services across multiple channels.

WhatsApp

Web

Facebook

SMS

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Next Level Service

AUTOMATED UPDATES AND NOTICES

Send clients automated payment notices and account updates across multiple channels.

OMNICHANNEL COMMUNICATION

Connect with clients on their preferred channels such as WhatsApp, Facebook, SMS, and more.

FINANCIAL LITERACY TRAINING

Improve the financial literacy of clients to help them better understand and use your products.

Instant. Secure. Trusted

POPI + GDPR COMPLIANT

Ensure client data is safe and secure using POPI and GDPR compliant security standards.

AUTOMATED FAQs

Provide instant automated answers to frequently asked client questions.

CONTEXTUALISED HISTORY

See every step and interaction of a client’s journey with your finalcial organisation.

Omnichannel Support

RICH MEDIA CAPABILITY

Support clients by sending instant quotes and invoices, images, and more! 

CONNECT CUSTOMERS TO BANKERS

Improve transparency and reliability by instantly connecting clients to their bankers.

CLIENT FEEDBACK

Automate client feedback loops.

We make it easy to work with us

Seamless API Integration

Seamlessly integrate software systems into the Apex Finance solution using the Apex API documentation.

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