Financial Services

Grant More Credit via WhatsApp with AI:
Messages + WhatsApp AI Calls

Profile customers, manage collections, and activate credit automatically with AI on WhatsApp.

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Atom AI Agent for financial services
70%

Productivity increase

Productivity increase for your advisors*

10x

Up to 10x increase in lead conversion

Up to 10x increase in lead conversion

60%

Instant responses to

Instant responses to contacts received after hours

TRUST

Leadership, security and trust

Official Meta Business Partners, awarded on G2 and recognized in the main business publications of Latin America.

Certifications and awards
Meta Business Partners
G2 High Performer Latin America Winter 2025
G2 High Performer Small Business 2025
G2 High Performer Mid-Market 2025
G2 Momentum Leader Spring 2025
G2 High Performer Spring LATAM
G2 High Performer Small LATAM
G2 Users Love Us
HubSpot Marketplace Top Rated
HubSpot Solutions Provider
View all certifications

Less operational work, more approvals

Real results from our clients
98 %
Contact Rate
10 x
More Conversion
48 h
Complete Setup
500 +
Companies in LatAm
FREQUENTLY ASKED QUESTIONS

Everything you need to know

Quick answers about the leading conversational AI platform in Latin America.

How does AI Agent implementation work for financial institutions?

Atom's AI Agent integrates with your financial institution's WhatsApp and automatically responds to customer inquiries, qualifies leads for financial products, sends payment reminders, and directs to advisors only when there's real intention to contract services.

Can the AI Agent consult credit bureaus?

Yes! With our integrations, the AI Agent can query credit bureau data to understand if leads qualify for your financial products, all in a matter of minutes and fully automated.

Can I use it for collections and portfolio recovery?

Perfectly. The AI Agent can send preventive payment reminders, handle collections with payment promises, and even debt negotiation, all automated via WhatsApp with full traceability.

How does identity validation work?

Our integration with validation systems allows verifying backgrounds, documents, facial recognition, and continuous monitoring to detect risks about your prospects, automatically with instant results.

Is it possible to integrate with my CRM?

Yes! We have full integration with HubSpot, Salesforce, and REST API for custom integrations. Automatically sync all contacts who write via WhatsApp with your CRM.

Transform WhatsApp into your company's most efficient sales channel

Schedule a demo and discover how leaders in your sector are already automating sales, support, and engagement with conversational AI.

No commitment · Personalized demo for your sector