Acquire
Capture and qualify leads straight from ads and channel partners.
Key capabilities
Click-to-WhatsApp Ads, AI lead qualification
One conversation, the whole customer lifecycle.
ITC Maratha, Mumbai
Friday, 20th November 2026 | 6 pm IST
WhatsNXT is an invite-only evening for leaders in banking, insurance and lending. It looks at how WhatsApp and AI agents are changing the way financial institutions acquire, onboard, service and retain customers
WhatsNXT brings together businesses, Meta and technology partners to make the most of new opportunities on the WhatsApp Business Platform. This edition is built entirely around financial services. The last edition, held with LeadSquared in Bangalore in November 2025, brought together 30+ senior delegates
What you'll explore:
Route Mobile live demos: AI agents across chat and voice, with BFSI customer outcomes
Increase efficiency with LeadSquared CRM integration
LeadSquared intelligence layer: WhatsApp data turned into personalised, measurable campaigns
Practitioner panel: Real-world lessons on scaling engagement in financial services
Networking and dinner: An evening with CXOs and business heads from across
The BFSI journey on WhatsApp
From first click to final EMI, each stage of the financial services lifecycle can run in one WhatsApp thread, with LeadSquared CRM keeping every conversation tied to the customer record.
Acquire
Capture and qualify leads straight from ads and channel partners.
Key capabilities
Click-to-WhatsApp Ads, AI lead qualification
Onboard
Collect documents, complete KYC and take payments without leaving the chat.
Key capabilities
WhatsApp Flows, Payments
Service
Claims, statements and loan queries on chat or voice, around the clock.
Key capabilities
AI agents, Voice Calling API
Retain
Drive renewals, cross-sell and collections with timely, personalised nudges.
Key capabilities
Marketing Messages API, Direct Send API
Platform updates
Latest from Meta
What's new and enhanced across WhatsApp Business
New
Direct Send API
Transaction alerts, EMI and premium reminders live in minutes, not days.
Max Price for Marketing Messages API
Bid smarter and spend smarter on cross-sell and renewal campaigns.
Meta Business Agent Platform
AI that qualifies leads and resolves service queries, 24/7.
Marketing Messages API
Better reach and ROI on acquisition and upsell journeys.
Handle urgent, high-consideration needs like claims, loan queries and collections.
MD / CEO
Chief Digital Officer
Chief Technology Officer
Chief Customer Officer
Head of Digital Transformation
Business Heads
6:00 PM – 6:30 PM
6:30 PM – 6:45 PM
6:45 PM – 7:05 PM
7:05 PM – 7:25 PM
7:25 PM – 7:40 PM
7:40 PM – 8:10 PM
8:10 PM – 8:25 PM
8:25 PM onwards