Resources
Practical guides for running WhatsApp well.
Written for compliance, operations and CX teams in banking, lending and insurance. Every article cites its sources.
Resources
- Compliance-first WhatsAppConsent under the DPDP Act: what a WhatsApp opt-in record should containA practical checklist for the fields a WhatsApp consent record should hold, read against the Digital Personal Data Protection Act, 2023.7 min read
- Collections and lending journeysDesigning an EMI reminder journey that customers don't blockHow to plan the timing, wording and follow-ups of WhatsApp EMI reminders so they help borrowers and protect your number.6 min read
- Compliance-first WhatsAppWhatsApp for lenders in India: what you can and cannot sendA plain guide for lending teams to WhatsApp opt-in, template categories, the 24-hour window and collections timing.7 min read
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