Financial Sector: Serve Customers Faster
with Barantum's Official Omnichannel CRM & WhatsApp Business API
Unify WhatsApp, phone, and email with customers in one official platform. Secure data, a more productive team, faster closing.
- 5-minute setup
- WhatsApp support 24/7
- Indonesian local server
Common Problems the Financial Sector Faces Today
Before using Barantum, financial sector companies often face the following challenges:
Customer Data Scattered Across Many Systems
Customer data and communication history are scattered across spreadsheets, email, and staff's personal chats with no centralized system.
Business WhatsApp Number at Risk of Being Banned
Broadcasting promotions and product information via regular WhatsApp risks an instant ban by Meta at any time.
Hard to Monitor Team Productivity
Management struggles to monitor target achievement and team performance for sales and customer service in real time.
How does Barantum Help Your Company?
From customer data security to team performance reporting, your entire financial sector operations run automatically in one official platform.
Customer Data Security & Compliance
Manage customer data with international security standards, meeting the financial sector's strict compliance needs.
ISO/IEC 27001 certified for information security
Customer data access based on role or team permissions
End-to-end customer data encryption
Automatic audit trail recorded for every data change
WhatsApp Blast and Blue Tick
Send thousands of broadcasts without the risk of being blocked, with a blue tick verified business WhatsApp number
Official blue-checkmark business WhatsApp number verified by Meta
Broadcast promotions & product information to thousands of customers without ban risk
Officially approved message templates for communication compliance
Delivery, read, and response status reports per broadcast
Customer Data Management
Providing centralized customer data reports that are easy to access and update
Complete customer profiles in a single centralized view
Communication and transaction history saved automatically
Fast customer data search by name, number, or product
Real-time data updates, synced across all channels
Integrate Communication Channels
Integrate multiple communication channels for faster communication through calls and messages
Unify WhatsApp, email, and phone calls in one dashboard
Teams can reply from any channel without switching apps
Cross-channel conversation history saved in one timeline
Automatic conversation distribution to the right agent
Customer Call Center
Make calls and answer customer calls faster with automatic call assignments
Automatic call assignment to available agents
Call recordings saved for quality control
Automatic caller ID displays customer profile on incoming calls
Call volume and average wait time reports
Team KPI Management and Monitoring
Facilitate management to monitor and evaluate team productivity to achieve targets
Real-time team productivity dashboard
Individual and team targets and achievements in a single view
Automatic notifications when a target is at risk of being missed
Weekly and monthly performance evaluation reports
Reporting and Analysis
Monitor the results of promotional campaigns in real-time for the marketing strategy evaluation process
Monitor promotional campaign results in real time
Team and communication channel performance reports in one dashboard
Export reports for management evaluation needs
Data insights to optimize your next marketing strategy
Why Use Barantum’s Financial CRM?
Trusted by thousands of businesses in Indonesia to manage customer communication and data securely and efficiently.
Flow Customization Studio
Tailor workflows and data fields to your financial company's unique needs, no extra development required.
Proven Experience Across Thousands of Clients
A system already implemented across thousands of companies in every industry, including finance, where reliability matters most.
Lifetime Service & Maintenance
Barantum's team supports and maintains your system indefinitely, not just during initial implementation.
ISO 27001-Grade Security
Internationally certified ISO 27001 information security system, keeping customer data and transactions protected.
Choose the Right Plan for Your Financial Business
Coba gratis 7 hari di semua paket. Upgrade kapan saja.
Standard
The ideal solution for starting your omnichannel journey
- Omnichannel (WhatsApp, Instagram, Live Chat, Email)
- Broadcast pesan WhatsApp massal
- Autoresponder after office hours
- Pengajuan centang biru WhatsApp
- Laporan performa agen & chat
Professional
More complete solution for interaction between Your business and Your customers.
- Semua di Standard, plus:
- Omnichannel (Shopee, Tiktok, Tokopedia)
- AI Chatbot + handover ke agen otomatis
- Notifikasi OTP dari aplikasi
- Integrasi API dengan sistem lain
Enterprise
Customizable solutions to suit Your business needs with a large number of customers
- Semua di Professional, plus:
- Custom Flow
- Custom integration
- Dedicated CSM
Trusted by 1000+ Businesses in Indonesia
How Barantum helps businesses to increase profits, time efficiency, and customer satisfaction
Financial Sector CRM FAQ
Yes. Barantum is used by a wide range of financial sector companies—from banking, insurance, and fintech to brokerage—to manage customer communication and data in one secure, integrated platform.
Yes. Barantum is ISO/IEC 27001 certified for information security, with role-based data access and an automatic audit trail for every change to customer data.
No. Barantum uses the official WhatsApp Business API from Meta with a blue checkmark, so your business number is safe for broadcasting promotions to thousands of customers without ban risk.
Barantum provides a real-time KPI dashboard to monitor team targets and achievements, complete with automatic notifications when a target is at risk of being missed and periodic performance evaluation reports.
Yes. You can try any plan free for 7 days, or schedule a live demo with our team to see how Barantum works for your financial business's specific needs.
Barantum plans for the financial sector start at Rp897,000/month for the Standard plan. Professional and Enterprise plans are also available with more complete features to match your business scale.
Yes. Barantum's Professional and Enterprise plans support API integration with your internal systems, including core banking, insurance policy systems, or fintech platforms already in use.
Indonesia's #1 Best Financial CRM Omnichannel System, Barantum
Consult your financial sector's CRM and WhatsApp Business API needs with Barantum's expert team.
Tanpa kartu kredit · Setup 1 hari kerja · ISO 9001:2015
