Simplify Client Management for Stock Broker with WhatsApp
Manage client relationships smarter with share broker client management software. Organise your client book and use WhatsApp broadcast for stock market updates to stay connected and engaged.
Market updates sent to the segment they fit
Renewal and re-verification reminders before accounts go dormant
One conversation trail that survives staff changes
What this is costing you.
Your business runs inside personal WhatsApp groups.
When the person running those groups leaves, the relationships leave too. There is no record and no handover.
Inactive account costs you clients
Verification gets missed, the account becomes inactive, and the client may move to another broker offering a better deal.
Everyone gets the same message.
One broadcast to every client regardless of what they trade. They stop reading, and the one that mattered goes unseen.
How AgentBandhu solves it.
KYC renewal reminder software for your clients.
Add the KYC expiry date once, and reminders automatically start 30 days before expiry — helping clients renew on time and keep their accounts active.
WhatsApp Send Stock Market updates to the right clients
Tag clients based on their interests and send each update to the right segment.
A Keep a clear record of every client conversations
All messages sent from your registered business number are stored in one inbox, complete with timestamps.
Grow your business today.
Pro
Or ₹10,999 / year — save 54% with annual billing.
- Two-way WhatsApp inbox
- Automated reminders & birthday wishes
- Bulk import, tags & smart automations
- ₹1 per message — one token, one message
Everything You're Probably Wondering About.
Keep the content factual and within what you are permitted to send — the tool delivers what you write, it does not vet it.
Yes. It sits on your own business number and your own client list, independent of the parent broker's systems.
No. It runs on a WhatsApp Business number registered to your business. Your personal number stays separate.