# Family Capital

Customer service automation · 2026

Live site: https://www.familycapital.com.ar/

We Are Nubi built a WhatsApp customer service agent for Family Capital, a financial advisor, that handles customers for one of its products, sends payment reminders and logs receipts automatically. Before, one person did all of that by hand on a spreadsheet. Today the agent resolves most inquiries without intervention and keeps a customer and installment database up to date. It's one of Nubi's AI process automation projects.

One person, one spreadsheet, hundreds of clients.

## The challenge: one person, one spreadsheet, hundreds of customers

Before the project, one person manually managed customer service for this Family Capital product. Customer data, payment status and upcoming installments lived in a spreadsheet. Every inquiry, every payment reminder and every receipt received depended on someone reviewing and logging it by hand, with no room to scale or to have a reliable, real-time data source.

An assistant that also collects.

## The solution: an assistant that also collects payments

We built a WhatsApp customer service agent that answers customers' frequent questions and sends payment and overdue reminders automatically. The agent reads the receipts customers send over chat and logs them on its own, for a person to verify, without anyone having to transcribe anything by hand. That gave us a reliable data source on customers, payment status and upcoming installments, something that didn't exist before. The Family Capital team went from running everything off a spreadsheet to having a system that handles service, collections and data on its own.

> This customer service assistant lets us focus on less repetitive tasks and keep an excellent level of service.
>
> Ignacio Dellepiane, Financial advisor at Family Capital

[Work](https://www.wearenubi.com/work.md)