Connect your data
Import CRM audiences, events, and triggers in minutes.
AI agents for financial services
Go beyond
Engage
Convert
Respond
with WhatsApp
2050max enables financial services teams to manage
personalised WhatsApp conversations at scale.
Initiate
Update
CRM
Integrations
Integrations
Can we tee up something special for this product launch?
Yes – send a personalised launch message straight into WhatsApp 👇
Fundraising campaigns
✨
“VIPs get first access – triggered straight from our CRM.”
Conversational
Your Voice
Knowledge
Base
Base
Quick Reply RSVP buttons
60%+ average reply rates
Trusted by
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Why WhatsApp
Your clients respond faster on WhatsApp.
Email is ignored. SMS is impersonal. Data is idle. WhatsApp drives action at scale.
Direct
Personal
Timely
Every message
tailored to every customer.
Shape every message
Use customer context to personalise copy, content, and timing.
Drive better outcomes
Improve engagement, strengthen oversight, and manage replies with confidence.
Insights
Track Campaign Performance
Built to elevate financial service workflows
Featured touchpoints
01
Onboard
Optimise first contact
Deliver a polished welcome that introduces your brand, sets expectations, and starts the relationship with confidence.
02
Verify
Faster verification
Guide clients through verification and next steps with clear prompts that reduce friction and improve completion.
03
Activate
Create conversations
Reach high-value prospects with direct, personalised outreach that moves them from interest to conversation faster.
04
Convert
Prompt completions
Use timely reminders and service updates to nudge clients toward the next response, payment, or confirmation.
Pricing
Simple pricing that grows with you
Frequently asked questions
Yes, you will need a WhatsApp for Business account. We can set one up as part of onboarding, or work with an existing account if you already have one.
Yes. 2050MAX can work with your existing provider and CRM setup, so you can activate customer data for personalised WhatsApp outreach without rebuilding your current workflow.
Most campaigns are live in 7 days.
2050MAX includes campaign reporting and analytics, with performance tracking designed to show how your outreach is performing and where engagement is coming from.
Yes. We can manage replies as part of the service or set up conversational AI to support first-line responses on your behalf.
Pricing is contact-based for Pro plans, with Enterprise pricing available for larger organisations that need custom integrations, broader support, and a more tailored rollout.
Pro includes standard support and dedicated onboarding. Enterprise adds a dedicated account manager, priority support, and a more customised implementation approach.
Typical use cases include welcome journeys, customer activation, onboarding and verification, reminders, service updates, and retention or reactivation campaigns.