Draft and send email campaigns
The business gets a professional-looking email out to its list without hiring a designer or writing code.
Learn moreComing soonBanking and finance
Patri for banking and finance
Patri sends compliant, opt-in-only product update and rate-change emails, with an approval step and DPDP-aligned consent records to satisfy internal audit requirements.
A regional NBFC branch collects customer email consent at account opening; Patri stores…
Patri picks this up automatically.
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In practice
What this looks like day to day
A regional NBFC branch collects customer email consent at account opening; Patri stores that consent record and later sends a fixed-deposit rate update only to customers whose consent record is on file, routed through a manager approval step first.
Built for how a banking and finance business talks to customers
Patri sends compliant, opt-in-only product update and rate-change emails, with an approval step and DPDP-aligned consent records to satisfy internal audit requirements. Patri does that on the channels you already use.
- Gmail
- MailChimp
- Brevo
- SendGrid
Works with
Capabilities
What Patri brings to banking and finance
17 of Patri's capabilities apply directly to this industry.
Target the right subscribers
The business sends fewer, more relevant emails and avoids annoying subscribers who do not care about a given message.
Learn moreSet up automated email sequences
The business nurtures leads and customers on autopilot — a welcome series, a re-engagement sequence — without anyone remembering to hit send each day.
Learn moreGreet new subscribers automatically
New subscribers and customers get an immediate, on-brand introduction instead of silence after they sign up.
Learn moreTest subject lines and content before a full send
The business finds out which subject line or message performs better before committing the whole list to one version.
Learn moreKeep emails out of the spam folder
The business's emails actually land in the inbox instead of silently disappearing into spam, protecting the value of every other feature in the product.
Learn moreNever email someone who opted out
The business stays legally compliant and protects its sender reputation by permanently honoring every unsubscribe, bounce and spam complaint.
Learn moreMake opting out effortless
Subscribers who no longer want emails can leave cleanly with one action, which keeps spam complaints low and protects the business's ability to reach everyone else on the list.
Learn moreProve every contact agreed to be emailed
The business can show, for any contact on its list, exactly when and how that person agreed to receive marketing email — protecting it from spam complaints and regulatory risk.
Learn moreThe rest of the team
Other specialists working in banking and finance
Wavy
WhatsApp Customer EngagementWavy sends authentication codes and utility notifications (statement ready, payment due) through Meta's restricted authentication and utility template categories, keeping regulated communication compliant.
See the playbook
Socie
Social Media ManagerSocie enforces an approval gate on every outgoing post so nothing with a compliance risk reaches a public audience without sign-off from a designated reviewer.
See the playbook
Ank
Data AnalystAnk gives a lending or advisory business a read-only view of loan-book or client-portfolio spreadsheets with strict role-based access by branch or advisor.
See the playbook
Bharti
Recruitment SpecialistBharti coordinates hiring for roles requiring background verification and compliance documentation, given the sector's regulatory sensitivity around who can be placed in roles handling money or customer data.
See the playbook
Dena
Banking Information AssistantDena gives an independent financial consultancy a consolidated, auditable view of a client's linked accounts for advisory work that stops strictly at analysis, never execution.
See the playbook
Doctor
Health-record Organization AssistantDoctor's data-rights and consent-dashboard patterns are directly relevant as a reference for how a bank or NBFC's own staff-wellness benefit could be positioned, and the DPDP consent-dashboard capability doubles as a template pattern financial-data products in the same suite could study, but Doctor itself does not touch financial data.
See the playbookQuestions
Straight answers.
Can Patri work for a banking and finance business today?
Not yet — Patri is coming soon. The banking and finance use case is specified and the capabilities are designed, but the backend is still being built. Wavy is the Automix specialist you can use today.
What exactly would it do for us?
A regional NBFC branch collects customer email consent at account opening; Patri stores that consent record and later sends a fixed-deposit rate update only to customers whose consent record is on file, routed through a manager approval step first.
Do we need to change how we already work?
No. Patri fits around your existing process rather than replacing it, and anything consequential still needs a person to approve it before it goes out.
Fits your stack
Patri plugs into the tools a banking and finance business already runs
Connects with your stack
- Shopify
- WooCommerce
- Zoho
- Google Sheets
- HubSpot
- Salesforce
- Typeform
- Zapier
- Airtable
- Stripe
Coming soon