Playbook · Finance & Professional Services
Sample: Alex, a new merchant stuck in onboarding.
Hi, I'm Ari, from Arino One. This is a sample playbook for fintech and payments companies.
Sound familiar? New customers drop out halfway through onboarding. Support tickets pile up. And chasing missing details takes days.
Meet Alex. He's stuck on a step, so he calls. Your AI receptionist answers, and moves his onboarding to WhatsApp.
A dynamic flow shows times for a call with your onboarding team. He picks one. A standard flow asks about his business. It never asks for passwords or full card numbers.
His reminder to finish signing up isn't read on WhatsApp, so it follows up by SMS, or RCS. And an email arrives with his next steps.
Launching a partner programme? Share a landing page with a consent form, and reply to every enquiry on WhatsApp within minutes.
A one-time PIN on WhatsApp or SMS confirms it's really Alex before his account details change. And a Meta lead ad for your partner programme brings every lead into your contacts, with a WhatsApp follow-up already on its way.
And whenever a customer wants a person, your team steps in, with the whole conversation in front of them.
That's Arino One: your own number, your own brand, and your customers' data under your control. Talk to Ari, to see it for your business.
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