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.

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  • 5-minute setup
  • WhatsApp support 24/7
  • Indonesian local server
Customer Service Barantum
Customer Service Barantum
Omnichannel CRM untuk Sektor Keuangan

Trusted by 1000+ businesses and brands in Indonesia

Pusat Gadai
Sekolahmu
Adira Finance
Greenfields
Anteraja
InJourney
Kino
Rata ID
Know the Problem

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.

Barantum Solution

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

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Keamanan & Kepatuhan Data Nasabah
WhatsApp Blast dan Centang Biru

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

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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

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Manajemen Data Nasabah
Integrasikan Saluran Komunikasi

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

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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

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Pusat Panggilan Nasabah
Manajemen dan Monitor KPI Tim

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

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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

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Laporan dan Analisis
Why Barantum?

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.

HARGA #PakaiBarantum

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

Rp897.000 /3 user/bulan

  • Omnichannel (WhatsApp, Instagram, Live Chat, Email)
  • Broadcast pesan WhatsApp massal
  • Autoresponder after office hours
  • Pengajuan centang biru WhatsApp
  • Laporan performa agen & chat

Enterprise

Customizable solutions to suit Your business needs with a large number of customers

Custom /quote

  • Semua di Professional, plus:
  • Custom Flow
  • Custom integration
  • Dedicated CSM
Hubungi Sales
Official Meta Business Solution Provider

Trusted by 1000+ Businesses in Indonesia

How Barantum helps businesses to increase profits, time efficiency, and customer satisfaction

FAQ

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.

Official Meta Business Solution Provider

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.

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