Customer contact via WhatsApp for the financial sector
28.02.2023
Arrange a non-binding consultation now
In a non-binding conversation, we'll show you how to use messenger communication in compliance with GDPR, automate processes and achieve measurably more revenue and efficiency with WhatsApp. Clear, practical and tailored to your company.


WhatsApp and data protection: Is it allowed to use?
Many companies are already using WhatsApp to chat with customers. But this is often done in ways that are not compliant with data protection regulations. For example, it often happens that employees write with customers using their private WhatsApp account or via the WhatsApp business app. Both are not compliant with data protection regulations for a number of reasons.
There is no way to use WhatsApp in compliance with the GDPR introduced in 2018 WhatsApp Business API Gone, a WhatsApp interface developed specifically for corporate communication, which is available via a partner such as Hellomateo can be used. Communication via the WhatsApp Business API is end-to-end encrypted and cannot be viewed by anyone but the interlocutors themselves. All customer data is also stored on servers in Germany. This means that all data protection-relevant requirements are met in order to be able to use WhatsApp completely safely.
WhatsApp vs. email: The benefits at a glance
WhatsApp is not only the number one communication channel for young people to chat with friends and family on a daily basis. Older people have also discovered WhatsApp millions of times over. Communication via this medium is easy, fast and personal, but above all free of advertising. This results in almost 100% of WhatsApp messages being seen and read. It's completely different with e-mail: mailboxes are drowned in spam, mail accounts are overflowing with advertising. Many messages are no longer read at all or are simply lost among hundreds of newsletters and advertising messages. On both sides, this can lead to annoyance in communication: Customers may not receive important and time-critical information, and in the company, you wonder why you don't get an answer from the customer. With WhatsApp, you ensure that your messages are actually read and offer customers a personal means of contact with your company.
Reading tip: We have already written a detailed article for you about WhatsApp vs. email newsletters. Read it here.
WhatsApp marketing for financial sector
WhatsApp can be used not only in the area of 1:1 communication. With hellomateo, the messenger can also be used as a marketing channel. With a WhatsApp newsletter, you can integrate the channel into your performance marketing and use it to acquire customers. WhatsApp is also ideal for reactivating existing customers. With an opening rate of over 95%, a WhatsApp newsletter is significantly more effective than its email counterpart. There is also no spam folder, so messages are guaranteed to arrive and be read within a short period of time.


Conclusion: WhatsApp is a good fit for the financial sector
With the WhatsApp Business API and hellomateo, you can integrate WhatsApp into your customer communication in the financial sector — and so should you. 60 million Germans use WhatsApp every day and would like to chat with companies. WhatsApp is ideal for exchanging ideas with customers and building a long-term, personal relationship. This helps you to fully exploit the potential of existing customers and to convince new customers of your company.

- Central user interface: hellomateo combines WhatsApp Business Platform, email, Instagram, SMS and Facebook Messenger in one central inbox. The intuitive user interface includes various tools for efficient customer communication and saves you valuable working time.
- integrations: With hellomateo, you can use WhatsApp in integrate over 6,000 software programs and fully automated Customer trips create with invitations, order confirmations, shipping information, invoices, and reminders.
- Newsletter marketing: Send GDPR-compliant Newsletter via WhatsApp or SMS and benefit from opening rates of over 95%.
- Assessment management: hellomateo can Automatically request online reviews from your customers, which boosts your Google ranking and trust in your company.
- Data protection: hellomateo meets all German and European Data protection requirements and offers end-to-end encryption for secure customer communication.
- scalability: Our software is suitable for Businesses of all sizes and can be extended indefinitely depending on the package.
- Diverse AI features: Our AI agent can automatically answer customer inquiries in chat, answer calls, help with the formulation of messages and much more.
Interested? Book a free, non-binding demo appointment and learn more about hellomateo and WhatsApp communication. Book here.
About the author

Christian Strauch
Co-Founder and CEO
Christian Strauch is CEO and co-founder of hellomateo and is responsible for the strategic and operational management of the company. In his role, he is particularly responsible for sales, marketing and partners. Under his leadership, hellomateo has developed into a central tool for customer loyalty via WhatsApp, e-mail and letter for more than 2,000 companies.
More interesting articles

WhatsApp Business Data Processing Agreement— all information for companies
WhatsApp is an integral part of customer communication for many companies. High opening rates and quick responses make the channel attractive. But as soon as you use WhatsApp Business, you process personal data — and therefore there are clear GDPR requirements. In this article, you will find out what role the order processing contract plays and why it is indispensable for companies.
![Set up WhatsApp Business Auto Reply — Quick Guide [2025]](https://cdn.prod.website-files.com/68b19e5233a4641b9e2e4f95/692dd05228900f9fa9834bd4_whatsapp-automatische-antwort.avif)
Set up WhatsApp Business Auto Reply — Quick Guide [2025]
With automatic Reply messages Is there for them in the WhatsApp Business App provides a practical way to your customers in the digital chat channel automatically greet And in a flash one first reaction to show. Because day-to-day business is often stressful; you can't always respond personally to incoming messages and write back to the customer immediately.
But there are also many other reasons why it makes sense to use automatic reply messages when using the WhatsApp Business app. With this Quick guide Automatic answers are set up in a flash!
![Grüner Haken in WhatsApp – So bekommen Unternehmen die Verifizierung [Oktober 2025]](https://cdn.prod.website-files.com/68b19e5233a4641b9e2e4f95/692dcf56fb67605603b34297_gruener-haken.avif)
Grüner Haken in WhatsApp – So bekommen Unternehmen die Verifizierung [Oktober 2025]
WhatsApp hat eine neue Funktion eingeführt: Unternehmen können Ihr Konto verifizieren lassen und bei erfolgreicher Legitimation einen grünen Haken in dem WhatsApp Business Unternehmensprofil erhalten. Das sorgt für mehr Vertrauen bei Kaufinteressenten Ihres Unternehmens und steigert Ihre Umsätze! Zudem können Sie sich durch einen grünen Haken in WhatsApp Business von Ihren Wettbewerbern abheben. Doch wie funktioniert die Beantragung des beliebten Symbols? In diesem Beitrag zeigen wir es Ihnen!






