Financial institutions and agencies can utilize finance SMS to send clients income tax information or account debit and credit notifications. Provide timely updates and news to them to strengthen your businesses loyalty and instill trust in customers and prospects.

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Why use SMS for finance messaging?

People continuously want information about their finances, taxes and mutual funds. Prudent financial services text messages are the best way to communicate with your clients. With an extremely high open rate, text messages are an assured way to reach them and your prospects anytime. 

Automate your text messages to give income tax reminders, run promotional campaigns and operate your customer helpline to always stay on top of your game. Streamline your marketing activities using SMS messages and MMS messages and make yourself efficient and prompt.

girl with money

SMS messaging for Finance Institutions: by the numbers

  • 98% of all text messages are open and read.

  • 54% of tax return preparation consumers do not have a company in mind while searching, making SMS marketing the best way to be seen by them.

  • Mobile searches pertaining to financial planning and management have grown 70% by over the past few years.

  • Text messages have a response time of 90 seconds as opposed to emails which is 90 minutes.

Benefits of text messaging for finance agency

Text messaging is the best way to reach your audience. There are various benefits of it depending on how you decide to use it to reach out to clients or prospects.  

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  • Most messages are opened within the first 5 minutes of receiving them, making them a reliable and fast way of communicating important information.

  • Provide timely updates and reminders to customers about transactions, tax returns, mutual fund activity or new policies.

  • Introduce new products and services through texts.

  • Get more conversions by educating prospects with information they are looking for and by giving them promotional offers.

  • Automate messages and notifications to streamline operations.

  • Provide support efficiently and promptly, whenever a client needs it. 

Uses for sending text messages for finance

Send account activity messages to your clients to always keep them posted. 

Arrange meetings, schedule calls for in depth discussions with your leads or clients about their interests.

Be accessible to clients at all times to address their queries and concerns. You can send MMS Messages for different media for the same.

Send mass SMS messages to prospects to market your agency and get more conversions.

Educate people about your services by directing them to your website through texts.

Send reminders to clients about payments or policy changes.

Cater to your loyal customers by providing them with offers personalised for them.

Give clients an option to opt out of getting certain messages from you whenever they wish.

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(855) 397 6679
Good Morning Sasha,

We noticed some unusual activity on your account in the last 24 hours. Please review your account as soon as possible and let us know how we can help. 

mobile phone
(855) 397 6679
Hello Kyle,

As discussed, Henry, our Loan Officer at [Finance Agency Name] will be calling you at 12PM today to discuss your interest and eligibility for our [Insert Loan Name]. He can assist you with whatever information you’d like.

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(855) 397 6679
Hi Gareth,

As requested by you, here is the information on your Home Loan along with your completed and pending payment installments. Click on the link to view the same [Insert Link].

mobile phone
(855) 397 6679

It is never too late to start investing in your future. At [Insert Agency Name] we have multiple mutual funds plans that might be what you need. Click on the link below to start investing smart!

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(855) 397 6679
Good Evening Monica,

We understand that you are interested in our mutual funds schemes. At [Insert Agency Name] we have multiple options for you. To know more, visit our website [Website URL] or call us at [Insert Number].

mobile phone
(855) 397 6679
Hey Tyler,

This is just a reminder that your payment of [Insert Value] for [Insert Service Name] has been raised. The last day to clear the payment is 31st December. If you require any help, please reach out to us on [Insert Link]

mobile phone
(855) 397 6679
Hello Winston,

We at [Insert Agency Name] would like to thank you for being a valued customer and extend a special offer to you. You’ve been approved for a new [Loan Name] of amount [Insert Amount]. Respond to this text for more details.

mobile phone
(855) 397 6679
Hi Natalie,

Thank you for signing up to receive texts from [Insert Financial Institution Name] about tax policies! If you want to receive messages from us in the future for the same, please reply to this message with a YES and confirm subscription.

What to include in your finance agency text messages

When messaging clients it is best to be extremely concise and clear with your messaging. To avoid confusion, provide them with all the necessary information without being too wordy. In a business as personal as finance, make sure your customers know that their information is safe with you at all times. 

When messaging clients to follow up on their payments, address queries, send reminders, book meetings or send updates it is always best to first understand what people want and then address the same with a solution. Add structure to your messages by dividing it into - greeting, core message and call to action. 


How to start sending text messages about your finance institution

To make the best of the the Texting Base SMS marketing tool you first have to follow these simple steps to get started


Sign up for Texting Base

Sign up for Texting Base for free for 14 days. After that, you can choose the plan that best fits your needs.


Migrate your current contact list

Don’t lose the progress you have already made. Texting Base makes it simple to upload your existing contact list so you can keep building your text marketing strategy without having to start from scratch.


Build your finance agency text message scripts

Save time in the future by spending some time working on your delivery notifications text templates now. You can always customize any text you send, but having templates for common interactions saves you hours of work every week.


Choose your campaign keyword

Your campaign keyword is the phrase or single word that your prospects can use to opt into your contact list via text message. For your delivery service, this word could be the name of your business or even something catchy, such as “SMS FINANCE.”


Get the word out

Once you have chosen your campaign keyword, it’s time to let prospects know they can opt into your SMS contact list and get helpful information. You can get the word out by sending out a mass email, adding the campaign keyword to your website, posting the keyword on your social media platforms and simply telling everyone you meet. Use MMS Messages for more creativity.


Start sending delivery text messages

As your customer base grows, you need to make sure you can make them all know that you are always there to assist them. Texting Base makes that part easy. Automate replies and texts about your financial information and more with our texting platform.

Helpful resources for finance agency text messages :

SMS Marketing Guide 
Know the laws of SMS marketing
Use creative SMS campaigns that inspire others
Make sure your client’s information is safe with you at all times
Be informative yet concise in your messages 
Use set templates to provide customer support promptly
Add a personal touch to your messages but stay formal in tone
Leverage the power of SMS marketing

Insurance agency text messaging templates 


Laws for sending finance text messages :

To stay compliant to the laws of SMS marketing, your Finance Agency has to follow specific rules and guidelines when using text messaging as your communication channel.

To not get flagged, your business should have a standardized way of communication. Learn more about SMS marketing to create text message campaigns for all your delivery customers.

More about SMS marketing

Here is what you need to include in your texts to stay compliant

  • Stay informative yet crisp when messaging your customers

  • Do not flood the client’s inbox with unnecessary texts

  • Let clients know that all their personal information is safe with you

Get started texting today