Case Study

Building a Customer Support Solution on Top of WhatsApp

BFSI
Industry
Banking & Financial Services
Services
Architecture Design, Microservices & API Development, Backend Development, Frontend Development, DevOps, Quality Assurance
Company Size & Location
Enterprise & India
Technology Stack
Node.js · Angular · Redis · RabbitMQ · Docker · Kubernetes · Jenkins · Jira · Bitbucket
Team
Solution Architect · Backend Developers · Frontend Developers · DevOps Engineer · QA Engineer
Timeline
Project-Based Engagement
01

Client Vision

Axis Mutual Fund, the mutual fund arm of Axis Bank - India’s 3rd largest private bank serves over 6 million active investor accounts across its various schemes. They wanted to introduce WhatsApp as a channel of communication with their investors and distributors, giving customers easy, conversational access to account-related queries and the ability to connect directly with customer-care agents through WhatsApp.

02

Challenge

Bringing a financial institution’s customer support to WhatsApp for millions of investors demands a platform that is responsive, reliable, and able to scale under real-world load.

Conversational Support at Scale  

The solution had to serve over 6 million investor accounts and their distributors over WhatsApp.

Easy Account Access  

Customers needed simple, conversational access to account-related queries through the channel.

Live Agent Connectivity  

Customers also needed to reach customer-care agents directly through WhatsApp.

Performance & Reliability  

As a financial-grade platform serving millions, it had to stay performant and resilient under load.

03

Solution

Focaloid built a scalable, high-performance microservices platform on Node.js to power the WhatsApp customer-support channel.

Node.js Microservices (Reactive)  

Developed microservices and APIs in Node.js using a reactive design pattern, exposing clean APIs for the WhatsApp channel and internal services.

Asynchronous Messaging (RabbitMQ)

Implemented inter-service communication via the RabbitMQ AMQP message broker as part of performance tuning.

Distributed Caching (Redis)  

Implemented a distributed Redis cache for performance tuning and fast response times.

Containerized, Automated Delivery  

Managed Docker containers with Kubernetes and automated delivery through a Jenkins DevOps pipeline.

04

Our Approach

Focaloid architected for scale first, then built, tuned, and automated the platform.

Architect for Scale  

Designed a reactive microservices architecture suited to high, variable load.

Build the WhatsApp Channel  

Developed the Node.js microservices and APIs powering account queries and agent connectivity over WhatsApp.

Performance-Tune  

Added a distributed Redis cache and RabbitMQ-based asynchronous messaging for performance and resilience.

Containerize, Automate & Validate  

Containerized services with Kubernetes, automated delivery via Jenkins, and validated through QA.

05

Result / Impact

For the Client

  • 6 million+ investor accounts and their distributors served through a new WhatsApp support channel
  • Easy conversational access to account-related queries
  • Direct connection to customer-care agents through WhatsApp
  • High-performance scalable microservices platform

For Engineering

  • Reactive Node.js microservices, independently scalable
  • Resilient asynchronous messaging via RabbitMQ
  • Fast responses through distributed Redis caching
  • Containerized automated delivery with Kubernetes and Jenkins

For the Business

  • A modern support channel meeting investors where they already are
  • Reduced load on traditional support channels
  • A scalable foundation for further conversational services

06

Why It Matters

For a mutual fund serving millions of investors, customer support is a constant, high-volume operation and investors increasingly expect to handle it where they already are: on WhatsApp. But a support channel for a financial institution has to be fast and reliable at scale, not just convenient. By building a reactive Node.js microservices platform tuned with distributed caching and asynchronous messaging, and run on Kubernetes - Focaloid gave Axis Mutual Fund a WhatsApp support channel that meets investors on their terms while standing up to the load of millions of accounts.

Let's build

Want to bring customer support to a channel your customers already use?

We design and build scalable microservices platforms - reactive, containerized, and performance-tuned to power conversational support for financial institutions and beyond.