RelviosRelvios
WhatsApp + Finance & Banking

WhatsApp Unified Inbox
for Finance & Banking.

Finance & Banking teams use WhatsApp daily. Relvios brings WhatsApp Business API messaging into a unified inbox alongside encrypted emails, secure client portals, compliance-tracked messaging — giving your finance & banking team a complete communication hub.

See how it works
SOC 2 ReadyEnd-to-end encrypted99.9% uptime SLA
Integrates with
Gmail
Outlook
Slack
Discord
WhatsApp
Instagram
Messenger
Telegram
SMTP / IMAP
Webhooks
Product Preview
0+
Channel integrations
0+
Messages processed daily
0.9%
Uptime guarantee
0ms
Avg. API response
Core Features

WhatsApp unified inbox built for
finance & banking

Connect WhatsApp with encrypted emails, secure client portals, compliance-tracked messaging in one unified inbox. AI classification, smart routing, and instant draft replies for finance & banking teams.

Unified Inbox

One API for email, chat, social messaging, bots, and webhooks. All messages normalized into a single schema.

AI Classification

Auto-tag by intent and sentiment. Context-aware draft replies generated instantly.

MCP Protocol

Native integration with Claude Code, Gemini CLI, OpenCode, Codex CLI, and ZeroClaw to empower AI agents.

Secure OAuth

Managed OAuth, encrypted credentials, webhook verification, and bot-token based channels where platforms require it.

Smart Routing

Route messages to team members or AI agents based on content, platform, or priority rules.

Real-Time Webhooks

HMAC-signed webhook notifications for new messages, connection changes, and status updates.

Integrations

Connect the channels
that matter

Gmail

Secure OAuth with automated incoming thread syncing.

Outlook

Connect Microsoft 365 Exchange mailboxes via OAuth.

SMTP/IMAP

Standard encrypted mail protocol for generic inboxes.

Slack

Sync channels and direct messages into the triage flow.

Discord

Listen to server channels using custom bot integrations.

WhatsApp

Read and respond to WhatsApp Business messages via Meta.

Instagram

Bring Instagram direct messages into the shared inbox.

Messenger

Handle Facebook Page messages from one workspace.

Telegram

Connect bot conversations through webhook or polling.

Webhooks

Inbound POST requests normalized into conversations.

For Developers

Three steps to
go live

01

Connect your channels

Securely link Gmail, Outlook, Slack, Discord, WhatsApp, Instagram, Messenger, Telegram, SMTP/IMAP servers, and webhook endpoints.

Terminal
$ POST /v1/connections { "provider": "gmail" }
02

Create an API key

Configure your workspace and get your access tokens from the settings panel.

Terminal
$ curl -X POST https://api.relvios.com/v1/keys
03

Read, route & reply

Fetch normalized streams, let AI draft replies, and track conversations via REST API or MCP protocol.

Terminal
$ GET /v1/threads?status=unread

Simple, transparent
pricing

Scale as your message volume grows. Save 30% on yearly plans.

Unite WhatsApp with your
finance & banking channels

Ensure every client message is tracked and compliant. Connect WhatsApp and all your finance & banking channels in under 5 minutes.

WhatsApp Unified Inbox for Finance & Banking: A Complete Guide

Finance & Banking businesses rely heavily on WhatsApp for daily communications. But when WhatsApp is just one of many channels — alongside encrypted emails, secure client portals, compliance-tracked messaging — messages get lost and response times suffer. A WhatsApp unified inbox integration solves this.

Relvios connects WhatsApp Business API messaging into the same unified inbox as all your other finance & banking channels. Every message is normalized, classified by AI, and routed to the right team member. The result: your finance & banking team can ensure every client message is tracked and compliant.

With secure OAuth connections, end-to-end encryption, and an API-first architecture, Relvios is built for finance & banking teams that take communication seriously.

FAQ

Frequently Asked Questions

How do I connect WhatsApp for my finance & banking team?
Simply click "Add Connection" in Relvios, select WhatsApp, and authorize via OAuth. Your WhatsApp messages will appear in your unified inbox within seconds, alongside all your other finance & banking channels.
How does Relvios ensure communication compliance?
Yes! Relvios connects encrypted emails, secure client portals, compliance-tracked messaging and 10+ other platforms into one unified inbox. For finance & banking teams, this means all your communications are in one place.
Can AI help finance & banking teams manage WhatsApp messages?
Absolutely. Our AI classification system automatically tags WhatsApp messages by intent and sentiment. Smart routing ensures they reach the right finance & banking team member. AI can even draft replies for common finance & banking inquiries.

Related Pages

Unified InboxWhatsapp Unified InboxUnified Inbox For FinanceDiscord Unified Inbox For Finance