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Text Marketing for
Banks & Financial Services

Texting For Financial Services

When a customer's money is on the line, speed and clear communication are key. That's why more and more banks and financial institutions are turning to text message automation to communicate with their customers. Texting for banks and financial services is an effective way to reach customers wherever they are and send them fraud alerts in real time. Whether it's notifying customers of overdrafts, stolen credit cards, late fee reminders, or reporting suspicious activity, text messaging gives the financial service industry an invaluable tool to communicate with their customers.

How Text Marketing for Banks & Financial Services Can Help

  • Image of Two-factor authentication protecting login information

    Tighten Your Financial Security With SMS

    With so many large cyber attacks happening, the trust you have from your customers is paramount to their loyalty. Luckily, texting is the perfect way to build trust and prevent fraud. SMS is perfect for two-factor authentication, allowing you to add another layer of security to your account creation and authentication process. It can help reduce identity theft by giving customers a one-time-use pass code that can be emailed or texted directly to them. As an added layer of security, members can get a fraud alert on their phone if suspicious activity is detected in their accounts.

  • Iphone text conversation of a consumer reaching out to customer service via SMS messages

    Provide Better Customer Service With Texting

    The problem with telephones is not only can calls take ages, but your reps can only handle one customer at a time! Texting strikes the perfect balance between being more casual than a phone call, while being more attention grabbing and getting 750% more responses than email, all while being 60 times faster to carry out customer service. Reps can also handle multiple text conversations at the same time from the comfort of their computer.64% of consumers prefer texting over talking on the phone.

    That's why landline texting is a game changer, giving you the power to text-enable the same business phone number that your customers already call into. Instead of placing your members on hold every time they call in, your service reps can reply to text inquiries right from our platform's web-based inbox, saving time and allowing them to help more customers at once and still provide personalized, one-on-one service.

  • Workflow shows text messages being triggered by a subscriber's actions

    Harness the Power of SMS Automation

    An intelligent SMS solution like Trumpia can send automatic reminders while you move them through things like the loan application process or retirement planning, or follow up with members who have incomplete applications with our powerful click through and site tracking functionality. And with SMS integration with your internal systems, plug powerful SMS APIs like Trumpia's into your existing systems and take advantage of the most powerful communication channel: SMS.

  • Image of various messages being targeted

    Tailor Your Notices With SMS Text Messaging

    Do more than send a mass blast to everyone on your list. With our Smart Targeting, easily send the right message to the right recipient at the right time, every time. This lets you filter your customer database by specific criteria, allowing you to send targeted messages to members who have been with you for over a year, or send loan offers to members that you know are looking to buy their first home.

    SMS messaging for banks is perfect for sending messages that will get customers attention, as 90% of SMS messages are read within 3 minutes. This means you will free up your staff from having to call customers to remind them of their past due balances, and your revenue will see a dramatic tick upward.

  • Katch company logo

    Texting for Financial Services in Action

    Katch is an award winning software company, best known for enabling brands to engage and monetize visitors to their website. Katch would also handle messaging for their largest clients, including one massive insurance company. Due to the sheer volume of messages, they found they were using a disproportionate amount of their time messaging and updating their databases, leading to low response rates.

    Katch wanted to see how manual texting would work out for them and their clients. After experiencing positive results, they decided to apply Trumpia's automation tools to this system. This gave them a much faster turnaround, and allowed them to target their messages to the right customers at the right time, with no manual intervention.

What Clients Are Saying About SMS For Financial Services

  • katch

    "Trumpia's Auto Campaigns are far more efficient, especially since there is currently only one team member here who's in charge of the platform. It also makes the time in which we re-market to the individual instant, rather than waiting a full day to re-market in a bulk send."

    - Adrian Nam, Senior Marketing Manager at Katch, LLC

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