UA Finance Meta Success Story
How UA Finance increased conversions with WhatsApp automation
more responses
more conversions
Client: UA Finance
Industry: Finance
Country: China
Implementation Partner: Sanuker
Project Start: October 2024
UA Finance, one of the leading financial institutions in Hong Kong, faced a key challenge: how to issue more loans while streamlining internal processes that were slow and inefficient. The company had thousands of customers who no longer responded, and traditional channels were not delivering the expected results.
Context
Like other organizations in the banking and finance sector, UA Finance had a massive base of inactive customers and relied on traditional SMS (short message service) and MMS (multimedia messaging service) campaigns that generated little response. Their team was overwhelmed with the manual task of qualifying prospects.
The situation had become unsustainable: without quick action, they risked losing customers, competitiveness, and business opportunities.
Faced with this challenge, UA Finance decided to pivot its customer communication and support strategy with WOZTELL. They turned to conversational automation through a WhatsApp remarketing strategy that integrated WhatsApp Business Platform and WhatsApp Flows to completely transform their lead acquisition and qualification process.
The result: more engagement, higher conversion, and a far more efficient operation.
Reactivating and gaining customers with WhatsApp chatbots
It was clear that UA Finance needed a more efficient and personalized approach. They were looking for a solution that could:
- Reactivate existing customers with personalized offers and reconnect with potential clients on customers’ mostly used channel, WhatsApp.
- Fully automate the loan application process, from request to disbursement, without human intervention.
- Improve the conversion rate while reducing operational costs.
The solution: WhatsApp message automation
How can WhatsApp help boost conversions?
Using WhatsApp Business Platform alongside conversational automation and broadcasting feature on WOZTELL allows companies to deliver fast, personalized responses, while increasing conversion rates and enhancing the customer experience.
With support from the Sanuker team, partner of WOZTELL, UA Finance launched a remarketing campaign and implemented an automation strategy based on WhatsApp Business Platform and WhatsApp Flows.
The campaign focused on three key pillars:
1. Customer reactivation and acquisition through sending personalized messages on WhatsApp.
2. Automate the loan application procedure with WOZTELL’s WhatsApp Flows to guide users step by step through the loan application.
3. Optimization of internal resources to reduce time spent qualifying prospects.
Each customer received a personalized WhatsApp message with a loan offer based on their credit history. Inside the message, a button allowed them to start the application process via an automated flow within the same WhatsApp conversation. Once the flow was completed, the customer received a link to confirm their application in the bank’s app.
The results: more conversions and efficiency
- 1.5x more conversions than SMS and MMS campaigns.
- 6.6x more responses, reflecting stronger customer engagement.
- 3x more same-day loan disbursements, thanks to a more agile and automated process.
6.6x more responses
3x more same-day loan disbursements
1.5x more conversions
“We’re proud to be one of the first financial institutions in Hong Kong to implement WhatsApp Flows and offer a fully automated application process. This improves service efficiency and quality while setting a new standard for digital customer care.”
Keys to success: personalization, integration, and conversational experience
UA Finance’s campaign demonstrates how conversational automation and WhatsApp chatbots can transform customer communication, especially in industries where response time and process clarity are critical.
- Smart Personalization
Using historical data to craft personalized messages allowed UA Finance to build relevant connections with each user, significantly increasing open and response rates. - Conversational Automation with WhatsApp Flows
By integrating WhatsApp Flows directly into the conversation, the application process became seamless—without users needing to leave the app. This removed friction and reduced the team’s workload. - Open API for System Integration
The entire solution was built from the integration of WOZTELL and UA Finance’s internal systems, allowing the conversational flow to automatically feed data into the bank’s system and customized the WhatsApp messages —reducing application time and increasing personalization.
How can this case be useful for your company?
UA Finance’s experience shows that investing in message automation can be key to streamlining procedures and reaching business goals.
In an environment where speed of response, personalization, and operational efficiency are increasingly valued, using a conversational solution like automated WhatsApp messaging can make all the difference.
This case demonstrates that with the right technology, it’s possible to win back and gain new customers, optimize resources, and deliver an outstanding experience—without losing the human touch.
We help you automate your WhatsApp messages
At WOZTELL, we partner with businesses of all sizes to optimize customer service and increase conversions through conversational automation strategies with WhatsApp and technology integration.
As an official Meta partner, we have the expertise and tools to help you design a solution tailored to your needs.
Visit our Success Stories page to discover how other companies are achieving better results with WOZTELL.
UA Finance’s success story was featured on the WhatsApp official page.
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