Free WhatsApp templates for finance and banking, ready for approval

11 templatesClear filters

1. 123456 is your verification code. For your security, do not share this code.

   This code expires in 10 minutes.

   09:41

   Copy code

   AuthenticationFinance and bankingVerification code79% approval

   Bank login verification code

   Authentication template for sending one-time passcodes to verify a banking login or transaction on WhatsApp. Copy-code button included.

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2. northwindcard.com

   Nice work, Marta! You earned $18.75 in cashback on your card spending this month. Redeem it as statement credit anytime in the app.

   Reply STOP to opt out

   09:41

   Redeem cashback

   MarketingFinance and bankingLoyalty reward93% approval

   Cashback rewards earned

   Let cardholders know the cashback they earned this month and how to redeem it. Marketing loyalty template for banks and card programs.

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3. northwindcard.com

   Hi Daniel, your October credit card statement is ready. Total due: $1,284.30, minimum payment: $65.00, due on Nov 20. You can pay from the app.

   Northwind Card

   09:41

   View statement

   UtilityFinance and bankingAccount alert71% approval

   Credit card statement ready

   Tell cardholders their monthly statement is ready, with total due and due date. A transactional WhatsApp template for card issuers.

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4. Hi Joel, your checking account ending in 2208 has a balance of $42.10, which is below the alert limit you set of $100.00. Consider adding funds soon.

   Acme Bank

   09:41

   UtilityFinance and bankingAccount alert98% approval

   Low balance alert

   Warn customers on WhatsApp when their account balance falls below a threshold they set. A short utility alert for banks and wallets.

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5. Overdue balance

   Hi Marcus, our records show that your payment of $310.50 is 5 days overdue. You can settle it now or talk to our team to review your options.

   Northwind Credit

   09:41

   Settle balance

   Call us

   UtilityFinance and bankingPayment reminder71% approval

   Overdue payment notice

   Notify customers of an overdue balance on WhatsApp with the amount, days late and a link to settle. Polite utility template for collections.

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6. Payment due soon

   Hi Ana, this is a reminder that your installment of $240.00 for loan LN-8841 is due on Nov 15. Paying on time keeps your account in good standing.

   Lumen Bank

   09:41

   Pay now

   I already paid

   UtilityFinance and bankingPayment reminder97% approval

   Payment due date reminder

   A WhatsApp payment reminder template for banks and lenders: invoice amount, due date and a pay link. Utility category, ready to copy.

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7. Hello Carlos, we received your payment of $240.00 on Nov 14. Your receipt number is RC-20931. Thank you for staying up to date.

   Lumen Bank

   09:41

   UtilityFinance and bankingPayment confirmation92% approval

   Payment received confirmation

   Confirm a received payment on WhatsApp with amount, date and receipt number. A utility template for banks, lenders and fintechs.

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8. You are pre-approved

   Good news, Sofia! You have a pre-approved personal loan of up to $15,000 with rates from 1.2% per month. No paperwork, and the money can reach your account the same day.

   Reply STOP to opt out

   09:41

   See my offer

   Not interested

   MarketingFinance and bankingPromotion79% approval

   Pre-approved loan offer

   Promote a pre-approved personal loan on WhatsApp with limit, rate and a call to action. Marketing template for banks and lenders.

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9. Unusual card activity

   Hi Priya, we noticed a transaction of $489.99 at Globex Electronics on your card ending in 4417. Was this you?

   Lumen Bank Security

   09:41

   Yes, it was me

   No, block my card

   UtilityFinance and bankingAccount alert81% approval

   Suspicious transaction alert

   Alert customers about an unusual card transaction on WhatsApp and let them confirm or block it in one tap. Utility fraud alert template.

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10. 123456 is your verification code. For your security, do not share this code.

    This code expires in 10 minutes.

    09:41

    Copy code

    AuthenticationFinance and bankingVerification code75% approval

    Transfer approval one-time code

    Authentication template that sends a one-time code to approve a money transfer or new payee. Copy-code button, expiry and security note.

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11. lumenbank.com

    Welcome to Lumen Bank, Elena! Your new account is active. Download the app, set up your card and turn on notifications to start. Our team is here if you need help.

    Lumen Bank

    09:41

    Open the app

    Talk to support

    UtilityFinance and bankingWelcome message93% approval

    Welcome to your new account

    Welcome new bank or fintech customers on WhatsApp with next steps after account opening. Includes a link to the app and support number.

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