Banking & Insurance

Transform the relationship with your users, creating fluid connections through the channels of greatest adoption by the population

Brands that trust us:

Digitally transform your business

Increase contactability

Facilitates data collection and updating, with direct and personalized messages

Create an automated channel

Personalize your messages to the right segment through notifications and engagement

Facilitates processes

Enable flows for your users' procedures and requests, through channels available 24/7

Place your financial products

Offer your products through conversational channels to new and existing customers

Portfolio collection

Send notifications reminding you of payment dates and accept them through conversational channels

Consolidate a data flow

Allows the transfer of information from multiple sources

Direct impact on the Product placement, portfolio collection and process automation

Talk to one of our consultants and start implementing our conversational commerce solutions

Conversational channel

Create your own channel to communicate with your customers in a personalized way

Contactability

Get updated data from your users easily, quickly and safely

Facilitates routine processes

Solve documentation or other requirements 24/7

Product placement

Create flows in your conversational channel to encourage your users to take products

Portfolio collection

Offer a user-friendly experience at checkout through a high-adoption channel like WhatsApp

Data flow

Transfer information from multiple sources

Banking and Insurance

Pension fund administrator

As a pension fund manager, it has a large number of senior citizens among its users and is looking for a method so that they can complete the survival report without leaving home. The challenge is to improve customer service, in a scenario where the opening of face-to-face service points is not economically viable…

30%

Survival reports are generated through WhatsApp

76%

Of users complete their procedures through WhatsApp
QSR | Restaurants

Fried chicken brand from Central America

The client began the process of automating conversational channels in 2019. Since then, the channel has been developing positively in the market, with significant opportunities for improvement in dependence on the call center and some processes that were carried out manually…

98%

About WhatsApp channel automation

59%

From conversion to conversational channels

94%

Impact on call center resource optimization
QSR | Restaurants

Leading crepe restaurant in Colombia

Leading brand faces a challenge from the pandemic, the purpose of its creators during confinement; to overcome the months of restriction in which restaurants could not serve in person, without having to lay off people from their team...

32%

Conversion rate via WhatsApp

99%

On sales channel automation

1.4

Monthly recurrence
Banking and Insurance

Guatemala Insurance Company

Typically, the insurance category is a complex process, leading users to complete a lot of paperwork and procedures to complete their applications. Additionally, insurance is regulated and must comply with the regulations of each country.

46%

Completion of payments on the channel

70%

Channel automation

15%

Increase in policy payments month to month
QSR | Restaurants

Donut brand

Donut brand seeks to understand the consumer and the motivators that lead them to make a purchase. The famous donut chain is characterized by deepening the relationship with its customers by generating the best experiences…

41%

About WhatsApp channel automation

95%

Increase in conversions through WhatsApp
Other markets

Bayer Crop Science

Bayer Crop Science is constantly innovating and seeking to serve farmers in the region in a way that is agile and generates the least possible friction. The vast majority of farmers are located in hard-to-reach areas, so they have little or no technical advice, which is often necessary to maximize their productivity.

48K

Farmers are users of the WhatsApp channel

71%

Net Promoter Score

41%

Procedures or queries completed

“We are not WhatsApp experts. We are experts at making pizza, so our focus is on what we know how to do, in that sense we know we have someone to rely on.”

Ignacio Hernandez

Head of Marketing and Sales Central America DFSI

“Yalutec has been a key piece in this construction. It has the capabilities, it is a provider focused on the digital channels niche with integration capabilities that provide time to market and it is definitely a partner with openness to build and scale conversational commerce.”

Jean Pierre Quesada

CTO Monge Group

“Yalutec and Yalo have been a great strategic partner in this process and we believe that the initial results obtained have been achieved thanks to the support and consultancy they provide us.”

Santiago Lara Millard

Digital Farming Strategy Lead Bayer Crop Science

Talk to one of our advisors and get started Transforming your business today

Frequently Asked Questions

Looking to better understand our service? These answers may help clear up your doubts

Conversational commerce is the empowerment of consumers to make purchasing decisions, acquire products or services, and make transactions through messaging applications.
  • Yalo and Yalutec are companies that complement each other.
  • Yalo offers a platform that allows companies to automate conversations between their customers.
  • Yalutec advises and supports companies to have a conversational commerce channel. It also complements its experience with solutions such as yumpii, which allows for the administration of commerce, dynamically communicating products, prices, branches and other information necessary to make sales in digital channels. 
  • We also enable businesses to facilitate payments for their users through migo, an omnichannel platform for digital payments.

Yalutec's methodology includes 3 stages for conversational channels

  1. Diffusion, which is when we start using the channel and spreading its existence among a close circle.
  2. Stability, we are working on adjusting the experience to make it optimal for users 
  3. Scalability: at this stage the number of users grows, but a roadmap is also drawn up to mature the functionalities and the service that the conversational channel provides to users.

If a WhatsApp channel does not meet user expectations in terms of service, it will not have the expected return, which is why the experience must be integrated with yumpii, digital commerce manager, and migo as payment facilitator.

Yalutec has developed a methodology that helps companies identify objectives and achieve the goals set for the conversational channel. 

We are experts in creating successful user experiences in conversational channels, with integrations to the systems that the company already has to generate the data required by our clients. 

We have an ecosystem of solutions that allow you to have automated flows and conversations specifically designed to meet user needs.

We also integrate yumpii, a digital commerce management platform, which dynamically communicates products, prices, offers, branches and other data required to make an effective sale.

We also provide our clients with an omnichannel payment facilitator optimized for conversational channels, migo.

  1. WhatsApp Web is the feature to share the WhatsApp application from your mobile phone to your computer. This applies to both the personal application and WhatsApp Business.
  2. WhatsApp Business is the WhatsApp application developed for the small business segment. A maximum of 4 people can be connected through the same telephone number.
  3. WhatsApp Enterprise is the option developed by Meta for companies that need to connect with their clients or users in a deeper way.
    • It allows you to integrate with company data, make push notifications, and create flows that reduce friction with users.
    • Through WhatsApp Enterprise, Yalutec offers yumpii, a commercial administrator that dynamically communicates information about products, prices, branches, etc.
    • Also in the WhatsApp Enterprise application, companies can process payments through migo, an omnichannel platform for digital payments.

Products

Ecosystem of solutions

Allies

Portfolio of strategic allies

News

Our mentions in different media

Events

We organize and participate in events

Webinars

Virtual Conversational Commerce Events

Frequently Asked Questions

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