Flow · Financial Services & Banking

Card controls

Financial Services & Banking: a quick card controls flow.

A complete two-way WhatsApp conversation

This flow shows the full thread a financial services & banking customer would see: a verified business sender, a rich card, suggested replies they can tap, and the booking or confirmation that follows. Every message is fully customizable.

How WhatsApp works for Financial Services & Banking

All flows

9:41

Harbor Bank

online

Today

Hi {{first_name}} 👋 a quick one about your card controls.9:41

Account alert

Card controls

Tap below and Harbor Bank will take care of your card controls in seconds.

9:41

Yes, it's meNot me

Yes, it's me9:41

Thanks, marked as recognized ✅ Want a quick look at this month so far?9:41

This month

You're $240 under budget

Groceries are down 12%. Tap to see the full breakdown.

9:41

View summary9:41

Nice work, {{first_name}} 👍 Summary's open in the app. I'll keep watching for anything unusual.9:41

Message