Client communication for financial services
WhatsApp, email, Instagram, Messenger, live chat, and phone unified in one secure inbox. With GDPR compliance, complete audit trails, AI chatbot, and secure document handling — built for financial advisors, insurers, and fintech companies.
From €49/month · 14-day free trial · No credit card required
Trusted by companies like
What our customers say
“With so many orders from different channels, our customer responses were chaotic. Bugalou brought everything together and our team can now reply immediately. Our customers are much happier too!”
Koos Boender
Owner, Boender Outdoor
“Baboluv is growing fast and we couldn't keep up with support questions. Bugalou's AI chatbot now handles 60% automatically. This freed our team to focus on adding real customer value.”
Lisa Mertens
Baboluv
“Previously our employees had to log into countless different platforms. With Bugalou everything is bundled in one central inbox. Our employees only need to log in once. That ensures more peace, more overview and a much more efficient way of working.”
Dennis
Getdrezzed
“Baboluv is growing fast and we couldn't keep up with support questions. Bugalou's AI chatbot now handles 60% automatically. This freed our team to focus on adding real customer value.”
Lisa Mertens
Head of Customer Experience, Baboluv
Why financial services teams choose Bugalou
GDPR-compliant by default
All data stored on EU servers in Frankfurt. Data processing agreement included. Built for industries where data protection is non-negotiable.
Secure, centralized communication
Manage every client conversation — WhatsApp, email, Instagram, Messenger, live chat, and phone — in one secure inbox with full conversation history.
Complete audit trails
Every message, assignment, and status change is logged. Your team always has a clear record of all client interactions for compliance and accountability.
AI chatbot for common inquiries
Let the AI handle repetitive questions about office hours, document requirements, application status, and general policies — automatically, 24/7.
Secure document handling
Clients can share sensitive documents directly in the conversation. All files are stored securely on EU servers with encryption.
CSAT after every conversation
Measure client satisfaction automatically and use the insights to improve your service quality and client retention.
Starting price per month
Fully compliant
Channels in one inbox
Automated with AI
Every channel in one secure inbox
Clients reach out via WhatsApp, email, and live chat with questions about their accounts, policies, and documents. Bugalou brings every conversation together securely so your team responds faster while maintaining compliance.
WhatsApp Business
Communicate with clients on the channel they prefer. Share appointment confirmations, answer policy questions, and receive documents — directly via WhatsApp.
Manage all your client emails from the same inbox as your other channels. No separate email client needed — everything in one place, with complete audit trails.
Instagram DM
Messenger
Secure, compliant client service with AI
Bugalou's AI chatbot answers common client questions automatically, 24/7. Think office hours, required documents, application procedures, and general policies. When a question involves sensitive information or complex advice, the AI hands off seamlessly to a team member — with the full conversation history and audit trail.
Automate your client communication workflows: from routing inquiries to the right advisor, to sending appointment reminders, document request follow-ups, and CSAT surveys after every interaction. All configurable without technical knowledge — and all fully logged for compliance.
Go live in 3 simple steps
Most teams are fully operational within 10 minutes.
Connect your channels
Connect WhatsApp, email, Instagram, Messenger, and live chat to your Bugalou inbox. Done in under 10 minutes.
Set up team & AI
Invite your team, configure your AI chatbot with client FAQs, and set up routing rules for different inquiry types.
Start helping clients
Start managing client conversations from one secure inbox. With AI, automations, CSAT, and full audit trails built right in.
Frequently asked questions
Everything about customer service for financial services