SMS
97% open rateInstant, direct messages that get opened within minutes.
Fraud Prevention
Send instant alerts for suspicious transactions, helping customers protect their accounts in real-time.
Payment Reminders
Reduce late payments with automated SMS reminders for bills, loans, and credit card due dates.
Account Updates
Keep customers informed with balance alerts, deposit confirmations, and important account changes.
SMS use cases for Finance
2FA & Verification
Enhance security with SMS-based two-factor authentication codes for login and transactions.
Appointment Scheduling
Send reminders for financial advisor meetings, loan appointments, and consultation calls.
Customer Support
Provide SMS-based support for account inquiries, balance checks, and quick assistance.
Loan & Credit Alerts
Notify customers about loan approvals, credit limit changes, and important account milestones.
Message examples
Transaction Alert
Transaction Alert: A purchase of ${Amount} was made on your card ending in {Last4}. Reply Y if authorized or N if suspicious.
Payment Due
Reminder: Your ${Amount} payment is due on {Date}. Pay now to avoid late fees: {Link}
Low Balance
Account Alert: Your checking account balance is below ${Threshold}. Consider transferring funds: {Link}
Email for compliant, professional client communication
Statements & Reports
Send monthly statements, annual summaries, and quarterly reports securely by email.
Compliance Documents
Distribute policy documents, KYC updates, and regulatory notices with read receipts.
Appointment Confirmations
Confirm advisor meetings and consultations with detailed email confirmations.
Email example
Monthly Statement
Subject: Your {Month} statement is ready
Dear {FirstName},
Your statement for {Month} is now available. Log in to view your account summary and recent transactions: {Link}WhatsApp for quick, secure customer service
Quick Support Queries
Handle balance checks, account queries, and product questions via WhatsApp conversations.
Transaction Alerts
Deliver rich transaction notifications with interactive options to verify or flag activity.
Appointment Booking
Let customers book advisor appointments via WhatsApp with quick-reply time slot buttons.
WhatsApp example
Transaction Alert
🔔 Transaction alert: £{Amount} was charged to your card ending {Last4}.
Was this you?
✅ YES — authorised
❌ NO — block my card
Reply now or call {Phone}.Instagram DMs for approachable first contact
Product Inquiries
Answer questions about products and services from people who found you through content.
Educational Follow-Ups
Turn engagement with educational content into a conversation about next steps.
Appointment Requests
Let prospective clients request an advisor call or meeting directly via DM.
Instagram DM example
Advisor Follow-Up
Hi {FirstName}! Thanks for reaching out 👋 Happy to answer any questions or book you in with an advisor — what works best for you?Messenger
Facebook PagesMessenger for secure, convenient client chats
Account Queries
Handle general account and product questions quickly without a phone queue.
Appointment Booking
Let clients book advisor appointments via Messenger with quick-reply time slots.
Document Requests
Notify clients when documents are ready and guide them through next steps.
Messenger example
Appointment Booking
Hi {FirstName}, thanks for getting in touch! We have advisor slots on {Date} at {Time} or {Date2} at {Time2}.
Which suits you best?Everything in one shared inbox
SMS, Email, WhatsApp, Instagram and Messenger all land in one place — with built-in CRM and team collaboration.
Shared Inbox
Every SMS, Email, WhatsApp, Instagram and Messenger message in one place. Assign conversations, add notes, and reply as a team.
Bulk Campaigns
Send thousands of personalised messages across SMS, Email, WhatsApp, Instagram and Messenger instantly. Upload contacts, merge fields, schedule delivery.
Built-in CRM
Every conversation becomes a ticket. Track status, assign to team members, and see full customer history.
Smart Scheduling
Schedule campaigns in advance or set up automated sequences triggered by customer behaviour.
Message Templates
Reusable templates with personalisation tags across all five channels. Save time, stay consistent.
Analytics
Track delivery, open rates, response times, and agent performance across every channel and inbox.