Compliant. Fast. Client-first.
Safravo helps banks, insurers, fintechs, and investment firms deliver secure, compliant client communication across WhatsApp, SMS, and email — with full audit trails and enterprise-grade controls.
Built for your industry
Everything you need, nothing you don't
Full Audit Trails
Every message sent and received is logged with timestamps, agent identity, and channel. Exportable audit logs meet regulatory requirements for MiFID II, FINRA, and local equivalents.
Secure Document Collection
Request KYC documents, identity verification, and signed forms directly via WhatsApp. Received files are stored securely and linked to the client's CRM record.
Fraud Alert Notifications
Send real-time fraud alerts and suspicious activity notifications to clients via WhatsApp or SMS. Clients can confirm or dispute transactions with a single reply.
Loan & Policy Status Updates
Keep clients informed at every stage of a loan application, insurance claim, or account opening — without them having to call your contact centre.
Role-Based Access Controls
Define exactly which agents can see, send, and export client conversations. Compliance officers get read-only access to the full archive.
Relationship Manager Routing
Route high-value clients directly to their dedicated relationship manager. VIP clients are never put in a general queue.
Real workflows
How teams use Safravo
Digital KYC document collection
When a new account is opened, Safravo sends the client a WhatsApp message requesting their ID and proof of address. Documents are received, logged, and routed to the compliance team — no email chains required.
Result
72% faster client onboarding
Real-time fraud alert & confirmation
When a suspicious transaction is flagged, Safravo sends an immediate WhatsApp alert. The client confirms or disputes with a tap. Their response is logged and triggers the appropriate workflow.
Result
85% faster fraud response time
Loan application status updates
Applicants receive proactive WhatsApp updates at each stage of the loan process — submitted, under review, approved, funds disbursed. Reducing inbound calls to the contact centre.
Result
60% fewer inbound status calls
“We passed our regulatory audit with ease. Every client interaction — every single message — was logged, searchable, and exportable. That's not something our old system could do.”
Chidi Okafor
Chief Compliance Officer, Paylend Africa
FAQ
Common questions
How does Safravo handle compliance and regulatory requirements?
Safravo provides full message archiving, tamper-evident audit logs, and role-based access controls. We support data residency options and can provide compliance documentation for your regulator on request.
Is WhatsApp appropriate for client communication in financial services?
Yes, when used correctly. Safravo uses the official WhatsApp Business API, which provides business-grade controls, opt-in management, and message templates. We do not use unofficial or grey-market WhatsApp access.
Can we restrict which agents see high-net-worth client conversations?
Yes. Role-based access controls and team-level inbox permissions let you restrict visibility to specific agents, teams, or relationship managers.
Do you offer a BAA or data processing agreement?
Yes. Our Data Processing Agreement (DPA) is available for all plans and covers GDPR compliance. A Business Associate Agreement is available on Enterprise.
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