Digital customer communication for banks and insurance companies with hellomateo
Do you want to react faster, reach young target groups and still remain fully compliant with GDPR? With hellomateo, you make advice, service and sales more modern, efficient and personal.
More than 2,000 customers use hellomateo
These challenges are slowing down banks and insurance companies
Between regulatory requirements, increasing digital expectations and growing competitive pressure, financial service providers must rethink their communication. If you don't automate processes and scale them with the help of AI, you lose efficiency, speed, and trust.
Ensuring GDPR-compliant communication
In the financial and insurance sector, Data protection is not a nice-to-have, but duty. At the same time, customers expect fast, uncomplicated Communication via messenger. The balance between efficiency and regulatory security is complex. Without the right infrastructure, there is either risk or unnecessary effort.
High telephone volumes and long processing times
Many service departments are struggling permanently busy telephone lines. Queries about policies, contract details, or Claims block resources. Customers wait, employees are overworked who Service quality suffers. At the same time, valuable Sales opportunities lost.
Digital competition from online banks and InsurTechs
Neobanks and digital insurers rely on fast processes, chat communication and automated workflows. Traditional institutions are coming under pressure as a result. Anyone who cannot be reached digitally has a quick effect slow and not very innovative. This costs trust, particularly among young target groups.
Complex processes and authentication
Secure authentication processes are necessary, especially when it comes to sensitive data. At the same time, the User experience not complicated become. When documents, identity checks or contract approvals are too cumbersome, customers cancel processes. This is where digital infrastructure decides whether to close or jump off.
Modern advice starts with modern accessibility
hellomateo allows you structured, GDPR-compliant messenger communication via the official WhatsApp Business API. All channels converge in a central inbox, whether it's WhatsApp, web chat or other messaging services. You shorten response times, reduce media disruptions and create a consulting experience that is based on the realities of life of your customers. Younger target groups are not the only ones who expect digital communication on equal footing. With hellomateo, you can reach them where they travel every day anyway.
With hellomateo, we automate your customer journey for banks and insurance companies
This is how modern customer communication works for banks and insurance companies
In the demo, we'll show you specific use cases for banks and insurance companies, from GDPR-compliant messenger communication to AI-supported chat support.
Our satisfied customers report on these successes
Oui increases sales by > 400% with WhatsApp marketing from hellomateo
- 458% sales growth compared to the previous year
- 83% opening rate in the WhatsApp channel
- 661% growth of the customer base in the WhatsApp channel
Seamless integration with your CRM and inventory systems
hellomateo can be connected to thousands of systems, including CRM, ERP and document management solutions. Leads are automatically synchronized, inquiries are assigned to the responsible consultant and data is maintained across systems. Authentication processes and automated workflows can be connected directly.
This does not result in additional effort, but real process optimization. You continue to work with your existing systems, only more efficiently and digitally.
This is how modern customer communication works for banks and insurance companies
In the demo, we'll show you specific use cases for banks and insurance companies, from GDPR-compliant messenger communication to AI-supported chat support.
Frequently asked questions
Book a non-binding consultation
We would be happy to introduce hellomateo to you in a personal call.
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How does hellomateo help to address young target groups?
Can AI be used in customer service?
Can hellomateo speed up the sales process?
Is messenger communication also suitable for sensitive financial topics?
Can WhatsApp be used by banks and insurance companies in compliance with GDPR?