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.
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.
Attract more rental clients or home-buyers with our cost-effective finance marketing SMS templates.
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.
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.
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.
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.
Are you ready to get started with financial SMS solutions? Make sure you understand the
advanced applications of SMS by reading our FAQ section.
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.
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.
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, YouCanBook.me, etc.
See what our customers are saying about TextMagic's business text messaging services.
