Transaction alerts, billing and authentication: your fintech reaches customers the second it matters.
Automate financial notifications and 2FA/OTP codes via WhatsApp and SMS, with automatic channel fallback. When questions arise, your team takes over with full context in Salesforce.
The money left the account. The customer needs to know now.
Account activity, billing and access require immediate, secure communication — without it, customers get suspicious, delay payments and overload your support.
Alerts that arrive late
A customer who discovers account activity hours later calls in suspicious — or has already been a fraud victim.
Authentication with friction
Slow or confusing confirmations kill conversion exactly in the most sensitive operations.
One channel doesn't reach everyone
A bill sent on a channel the customer doesn't see becomes overdue payments and rework for the team.
The message finds the customer, not the other way around.
chatt2.me automatically picks the best channel and reroutes when one doesn't respond — critical communication always arrives.
Detects unavailability
If the preferred channel doesn't confirm delivery, the flow notices within seconds.
Reroutes automatically
The message moves to the customer's next channel — SMS, for example — with no manual intervention.
Logs everything in Salesforce
Every attempt and delivery stays in the account history, auditable in one place.
From notification to authentication, on autopilot.
Real-time transaction alerts
Purchases, transfers and account activity notified the moment they happen.
Billing and due dates
Due-date reminders, billing notices and payment confirmations that reduce delays.
2FA/OTP codes
Login validation, transaction confirmation and access recovery with one-time codes.
See identity verification →Human support when it matters
Question about a charge or transaction? The conversation goes to the team with full context.
History centralized in Salesforce
Notifications, codes and conversations recorded on the customer's timeline.
Fraud prevention
Suspicious activity alerts and real-time security notifications to protect every account.
How a fintech brought alerts, billing and 2FA to the channels customers actually use.
The challenge
Report account activity in real time, bill without noise and authenticate sensitive operations without friction — reaching each customer on the available channel.
The solution
chatt2.me centralized in Salesforce automated transaction alerts, billing notifications and 2FA/OTP codes via WhatsApp and SMS, with automatic channel fallback and routing to human support.
What changed
Immediate communication for critical events, fewer frauds and unauthorized accesses, lower delinquency with automatic reminders and complete history in a single place.
What changes for the customer and for your operation.
Immediate communication for critical events
More security with two-factor authentication (2FA)
Fewer frauds and unauthorized accesses
Lower delinquency with automatic reminders
Omnichannel integrated with Salesforce
Complete history of notifications and interactions
Frequently asked questions
Can a fintech send OTP codes via WhatsApp?+
Yes. WhatsApp has Meta-approved authentication templates for one-time codes. chatt2.me sends the OTP through the channel and logs the event in Salesforce.
What if the customer doesn't have WhatsApp or is offline?+
The flow automatically switches channels — resending the code or alert via SMS, for example — so critical communication still arrives.
Are notifications logged in Salesforce?+
Yes. Alerts, billing, codes and conversations stay on the customer's timeline, in a single place, ready for auditing and support.
How does this help reduce delinquency?+
Automatic due-date reminders and billing notices arrive on the channel the customer uses, and payment confirmations close the loop — fewer delays from forgetfulness.
What happens when the customer has a question about a charge?+
The conversation is routed to an agent with the complete history — the customer repeats nothing and the team responds with context.