SMS finance marketing solutions

Financial institutions are aware that mobile adoption will shape the future of customer interaction. Find out how you can use SMS for your financial institution.
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SMS login, notifications & account verification using text messages will help you prevent fraud.
You can quickly remind customers of overdue payments or debts in a non-intrusive way.
Using Textmagic, you can notify customers of financial transactions, ATM withdrawals or balance alerts.

SMS templates for finance companies

Attract more rental clients or home-buyers with our cost-effective finance marketing SMS templates.
Balance information
Hey [name],
Your current balance is [sum]. For more information about your latest transactions, please log-in to your account:
Thank you for choosing [financial institution].”
Promotional texts
New personal loan plans will be available starting on [date]. Check out the interest rates and requirements at, or call [phone number] for more details.
Thank you for choosing [financial institution].
Tax countdown
Hey [name], It is now 30 days until the tax-filing deadline. Schedule an appointment with [agent name] today to get your taxes in order. Schedule available at
[financial institution]
Invoice reminders
Hello [name]! We have just issued an invoice for [service]. The last payment day for this invoice is [date]. If you require a payment postponement please contact one of our consultants at: [number] Thank you!
Appointment reminders
Hey [name]! We wanted to remind you of your upcoming appointment on [date], [time]. Please respond to this text with YES to confirm your appointment or call [number] to reschedule.
Low balance alerts
Hey [name], your financial account balance has fallen below [trigger amount]. Please top up your account to avoid overdraft fees or contact us on [phone number] for more details.

Key benefits of text messaging for financial institutions

SMS marketing is a simple, yet powerful, channel that can help you can shape the future of the financial sector. Below are six benefits of Textmagic for financial institutions.
Boost productivity
You can differentiate yourself from competitors with a rich set of innovative SMS features that go beyond text alerts, mobile bank features, or basic balance checks.
SMS financial texts represent a non-invasive, personal way to engage with customers. Following up and cross-selling financial products help to develop revenue channels.
Integrate Textmagic automated bulk SMS features into your strategy to give your financial business more room to grow. With our software, you can also track SMS finance efforts.
Boost productivity
For customers, banking via text represents a convenient way to track account activity in real-time. Once a customer opts-in to your service, you are free to send text alerts and other useful information.
Using the Textmagic SMS platform you can improve customer service in many ways. You can also encourage clients to get in touch and solve problems in real-time.
Larger call centers or help desks are no longer needed because most financial issues can be resolved via SMS. This will also minimize human error and the workload of your staff.

Premium SMS solutions for your financial business

Improve communication and increase efficiency with our powerful text messaging features.
Integrate your invoicing, booking, and scheduling apps with Textmagic for automated SMS finance alerts.
Promote your new services and discounts to hundreds of customers with bulk SMS and merge tags.
Access your account through SSO portals for extra security. The site is secured with SSL.
Turn website visitors into potential customers or mobile subscribers with customizable and powerful SMS subscribe forms.
Send financial reports, account overviews, and other essential documents as SMS attachments or as short links for fast access.
Automate your financial flows and speed up communication with your customers, leads and staff members.

Frequently asked questions

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How can I send financial documents as text messages?

We recommend sending financial documents as SMS attachments. Textmagic automatically converts files into clickable links that only the sender and the recipient can access. Here’s the step-by-step guide to forwarding SMS finance attachments:

Step #1: Log in to your Textmagic account or sign up for a free 30-day trial. Navigate to “Compose”.

Step #2: Fill out the necessary fields: “To“, “From“, “Message“. Click on “Attach File” and add the file from your computer.

Step #3: Textmagic will automatically convert your file into a clickable link.

Textmagic supports Word documents, image files (.jpg, .png,.gif), and PDFs.

Can I import an existing list of customers to Textmagic?

Please keep in mind that you will need to receive confirmation from subscribers to start sending texts through our platform. Here’s our step-by-step tutorial:

Step #1: Log in to your Textmagic account or sign up for a free 30-day trial. Navigate to the Contacts tab and click on New Contact.

Step #2: You can import multiple contacts from Excel documents, or you can add your contacts one by one. We also added a new feature that allows you to import Salesforce contacts. Please keep in mind that contacts imported from an Excel file should include the necessary fields (e.g., first name, last name, phone number, etc.). If you are importing contacts from a different country, don’t forget to add the country code.

Step #3: Assign your contacts to a list and click Continue. Match your Excel data with the custom fields and click Continue again. Wait for the list to update. You will be notified via email once the process is complete.

The next step is to send a mass text message asking people to opt-in to your mobile list. Set automation rules for contacts that confirm opt-in, and use enticing offers or SMS polls to encourage their reply.

What Zapier integrations do you provide for financial institutions?

Textmagic integrates with hundreds of apps, including payment processors and invoicing tools. Check out some of our available integrations below or visit our Zapier page:

  • Payment Processors: PayPal, Stripe, Square, etc.
  • Invoicing Tools: Invoice Ninja, Invoice Berry, Zoho Invoice, Invoiced, etc.
  • Spreadsheet Tools: Excel, Google Sheets, Smartsheet, etc.
  • Appointment & Booking Tools: Calendly, Book like a boss, HoneyBook,, etc.