Inteligencia de conversión · WhatsApp

Convierte más interesados en créditos, seguros y tarjetas desde WhatsApp

Atom atiende, precalifica y ejecuta acciones clave en WhatsApp para acelerar la colocación de productos financieros.

+82%Solicitudes aptas
-30%Costo por lead
24/7Precalificación
Clienta leyendo la respuesta sobre su crédito en el teléfonoCaso · Créditos
Financiera Nova

Hola, soy el asistente de Financiera Nova. ¿Qué estás buscando?

09:11

Built for financial companies

Plataforma

The technology behind a more efficient operation

Atom connects AI, WhatsApp and your CRM so every conversation moves forward with context, follow-up and traceability.

Transactional AI

AI that sells

Turns inquiries into concrete actions: pre-qualification, validations, collections, reminders or handoffs.

CRM

Full integration with your CRM

Connect WhatsApp to your CRM so every lead arrives with data, history and sales context.

Remarketing

Smart remarketing

Recovers prospects who left the process halfway and guides them back to the next step.

Atribución

End-to-end traceability

See where each prospect comes from, which stage they're in and what they need to move forward.

Conversions API

Lower campaign costs

Connect WhatsApp to CAPI to optimize your campaigns with data from qualified leads, advanced applications and real conversions.

Implementación

Expert service

We help you design flows, pre-qualification criteria and processes aligned with your operation.

Del primer contacto a la postventa, todo conectado

Automatiza la atención, validación, seguimiento y cobranza, manteniendo el contexto de cada cliente.

  1. Primer contacto

    El lead llega a WhatsApp desde anuncios, sitio web u otros canales, y recibe atención inmediata.

  2. Precalificación y validación

    Orienta sobre requisitos, documentos y próximos pasos según el perfil e interés de cada cliente.

  3. Colocación y cierre

    Acompaña el avance de la solicitud con recordatorios, orientación y seguimiento personalizado.

  4. Postventa y cobranza

    Mantiene la comunicación activa para dudas, pagos, consultas y cobranzas.

Resultados reales para instituciones financieras

Métricas que reflejan una operación más eficiente: más contacto, más recuperación y menor costo para convertir prospectos en clientes.

Interesados aptos para crédito
+82%
Leads más calificados para avanzar en el proceso.
Recuperación de leads
+40%
Reactiva interesados que dejaron de responder antes de perder la oportunidad.
Costo por lead
-30%
Mayor eficiencia en campañas conectadas a WhatsApp con Meta CAPI.
Leads desde pauta a WhatsApp
+5x
Más prospectos ingresan al embudo desde campañas en Meta y Google.

Convierte más solicitudes en créditos aprobados.

Califica leads en automático, consulta información de riesgo y guía a cada prospecto por WhatsApp hasta completar los pasos clave de originación, reduciendo tiempos de respuesta y abandonos en el proceso.

  • Respuesta inmediata y 24/7 a cada lead.
  • Calificación automática según intención, perfil y avance en el proceso.
  • Consulta de información relevante antes de pasar el caso al asesor.
  • Seguimiento conversacional para completar datos, documentos o siguientes pasos.
Pareja revisando en el celular la respuesta de su financiera por WhatsApp

Un motor de IA para acelerar tu operación financiera

Atom combina automatización, contexto conversacional y herramientas para asesores en una sola plataforma.

Connected to your entire sales stack.

Meta, Google, HubSpot, Salesforce and 100+ more platforms. End your reps' duplicate work and lost data with WhatsApp connected to your CRM and your whole stack, for complete traceability.

What financial institutions ask

It qualifies automatically based on intent, profile and progress in the process, and checks the relevant information before handing the case to an advisor. Lenders using it report 82% more prospects eligible for credit.

It guides the prospect over WhatsApp through the key steps, such as data, documents and next steps, which cuts response times and mid-process drop-offs.

Yes: 30% lower cost per lead with campaigns connected to WhatsApp via Meta CAPI, and 5x more leads entering the funnel from Meta and Google ads.

Atom re-engages them before the opportunity is lost and brings them back to where they left off. It recovers up to 40% of inactive leads.

Yes. It covers after-sales and collections: it keeps communication active for questions, payments, inquiries and collections, with each customer's context.

Three steps: we design the flows with your team, integrate Atom with the WhatsApp Business API and your CRM, and train your advisors to run it on their own. The goal is results within the first few weeks.

No. The AI responds, pre-qualifies and follows up, and the case reaches the advisor with the context needed to decide. Your team stops filtering and focuses on closing.

The Professional plan is 1,100 USD a month and includes 3 WhatsApp numbers, unlimited users and 5,500 conversations. Enterprise is custom priced, with 5 numbers and 20,000+ conversations.

Reviews

Real sales teams. Measurable results

4.7/5 on G2 · 105 reviews
Sinsa

5% → 18%conversion rate

Our conversion rate went from 5% to 18% with automated follow-up flows. We nearly quadrupled it without hiring more advisors.
Carolina MéndezVP Marketing · Sinsa
Review on G2

60% → 100%qualified users reaching an advisor

Only 60% of qualified users used to reach an advisor. With Atom's AI flow, 100% do, and the sales rate on this channel went up.
Carlos Mario V.Digital Lead
Review on G2

2-5 days → 2 mintemplate approval

Bot changes always used to need a developer. With Atom I make them instantly, and bulk templates get approved in 2 minutes, not 2 to 5 days.
Viviana O.Company with 51 to 1,000 employees
Toyota

4 h → 2 minresponse time

We cut response time from 4 hours to under 2 minutes with Atom's AI.
Roberto ÁlvarezSales Director · Toyota
Review on G2
Since implementation, we've seen a significant improvement in lead quality, with better segmentation of genuinely interested prospects.
Jessica Andrea B.Digital Marketing Analyst · Polisura
Review on G2
AI in the bots lets the sales team follow up with the contacts most likely to close, and WhatsApp templates get approved almost immediately.
Ana Laura E.Digital Marketing Coordinator
Berlitz
The ROI was visible from the very first week. Leads we used to lose now recover on their own.
María Luisa TorresHead of Sales · Berlitz
Review on G2

2 months → 5 minto launch a campaign

Campaigns that used to take us 2 months to launch now go out to thousands of people in 5 minutes with Atom.
Paul Omar M.Admissions Coordinator
Review on G2
Atom cut our response time to prospects to just a few seconds, because the AI handles it.
Verified userHigher education
Volkswagen

−30%acquisition cost

Acquisition costs dropped 30% in the first quarter with remarketing campaigns.
Lucía MartínezVP Sales · Volkswagen
Review on G2
I was impressed by how accurately it categorizes and even answers the most complex questions. Implementation took less than a month.
Constanza F.Performance Deputy Manager
Review on G2
Our team manages flows and campaigns without relying on tickets or third parties. More than a platform, it's a CRM.
Eugenia María A.Prospecting Director
FinAndina
Atom let us scale the operation without increasing headcount. It's like having 50 more salespeople.
Andrés GutiérrezCEO · FinAndina
Review on G2
Responding instantly, something Chilean consumers value highly, translated into more sales across sales, technical service and parts.
Patricio C.Head of Contact Center and Customer Experience
Review on G2
A complete B2B tool: AI, reporting and integrations that help us shorten qualification time and the sales cycle.
Lau M.Product Marketing Manager
Jetour
The integration with our CRM was immediate. Now every conversation is tracked from start to finish.
Daniela ReyesCMO · Jetour
Review on G2
One of our problems was scattered channels. Atom centralized our contact channels and gave us control and order in managing digital leads.
Camila Gabriela M.UX Specialist
Review on G2
We have HubSpot integrated with the conversation platform: a complete, unified view of our communication with each customer.
Carlos S.Business Analyst
KIA
Our advisors went from handling leads to supervising the AI. Productivity soared.
Fernando PaniaguaDigital Manager · KIA
Review on G2
Assigning conversations to the right person takes one click. It keeps us organized and makes sure no message gets lost.
Marbella S.Performance Marketing Manager
Review on G2
AI agents answer frequent questions instantly. It helped us automate service for our organization's members.
Cristian P.IT Manager
Areandina
Atom turned WhatsApp into our main enrollment channel. We never would have imagined it.
Santiago LópezCOO · Areandina
Review on G2
It answers frequent questions and routes each applicant to the right area. That frees up advisors' time to focus on selling.
Andrés David M.Quality Analyst
Review on G2
We get timely follow-up on every lead coming in from campaigns and automations.
Alonso G.Sales Manager
Review on G2
We were getting more messages than we could answer. With Atom we reach prospects on time and cut our response time.
José De Jesús G.Business Development Coordinator
Review on G2
Getting more qualified leads lets our advisors focus on selling with the information already collected.
María Alejandra M.National Content Marketing Coordinator

Real sales teams. Measurable results

Our conversion rate went from 5% to 18% with automated follow-up flows. We nearly quadrupled it without hiring more consultants.
Carolina Méndez
VP Marketing · Sinsa
We cut response time from 4 hours to under 2 minutes with Atom’s AI.
Roberto Alvarez
Sales Director · Toyota
The ROI was visible from the very first week. Leads we used to lose now recover themselves.
María Luisa Torres
Head of Sales · Berlitz
Atom let us scale the operation without growing headcount. It’s like having 50 more salespeople.
Andrés Gutiérrez
CEO · FinAndina
The integration with our CRM was immediate. Now every conversation is on record from start to finish.
Daniela Reyes
CMO · Jetour
Our consultants went from handling leads to supervising the AI. Productivity took off.
Fernando Paniagua
Digital Manager · KIA
Acquisition costs dropped 30% in the first quarter with remarketing campaigns.
Lucia Martínez
VP Sales · Volkswagen
Atom turned WhatsApp into our main enrollment channel. We never would have imagined it.
Santiago López
COO · Areandina
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Real sales teams. Measurable results.

Nuestros asesores pasaron de atender leads a supervisar la IA. La productividad se disparó.
Fernando Paniagua
Gerente Digital · KIA
Los costos de adquisición bajaron 30% en el primer trimestre con las campañas de remarketing.
Lucia Martínez
VP Ventas · Volkswagen
Atom transformó WhatsApp en nuestro canal principal de matrículas. Nunca lo hubiéramos imaginado.
Santiago López
COO · Areandina
La integración con nuestro CRM fue inmediata. Ahora cada conversación queda trazada de principio a fin.
Daniela Reyes
CMO · Jetour
Atom nos permitió escalar la operación sin aumentar headcount. Es como tener 50 vendedores más.
Andrés Gutiérrez
CEO · FinAndina
El ROI fue visible desde la primera semana. Los leads que antes perdíamos ahora se recuperan solos.
María Luisa Torres
Head of Sales · Berlitz
Reducimos el tiempo de respuesta de 4 horas a menos de 2 minutos con la IA de Atom.
Roberto Alvarez
Director Comercial · Toyota
Nuestra tasa de conversión pasó de 5% a 18% con los flujos de seguimiento automático. Multiplicamos casi 4x sin contratar más asesores.
Carolina Méndez
VP Marketing · Sinsa