Loved by businesses across all industries
Texting for Financial Sector
Discover the power of text marketing for financial services
Enhance client relationships, streamline communication, and provide rapid support. Our easy-to-use texting tool allows for seamless two-way conversations, helping you establish a reputation as a trusted financial expert who simplifies complex financial matters.​
Whether you're offering banking services, financial advice, tax assistance, or accounting support, text marketing helps you deliver quick responses, guidance, and personalized customer service. Especially during critical times like tax season, financial planning, or market fluctuations.​
Begin your text marketing journey with Falkon SMS and position your firm as a go-to financial partner. Enhance communication, foster stronger relationships, and take client satisfaction to new heights.
SEC Text Messaging
SEC-Compliant Text Messaging for Financial Sector Businesses
Financial firms must follow SEC regulations when communicating with clients. Non-compliance with SEC texting regulations or using off-channel communication methods can lead to costly fines and legal risks.
Falkon SMS ensures compliance with SEC guidelines through features like scheduled reports, email-based message archiving, and detailed message log tracking. Even deleted messages remain stored for audit purposes, helping businesses maintain secure, long-term records.
Benefits of SMS marketing
Transform your firm’s marketing efforts with Falkon SMS
Enhanced Customer Service
Allow financial firms to deliver instant updates to clients on accounts, tax returns, and other financial matters. Offer quick, efficient service to build trust and encourage repeat business and referrals.
Increased Credibility
Position your firm as a credible and professional business by sending timely, relevant information. SMS marketing showcases your expertise and builds client confidence in your services.
Cost-effective
SMS marketing is an affordable way to reach clients compared to traditional methods like print ads or direct mail, providing a high ROI for financial businesses.
High open rates
SMS boasts higher open rates than emails or other digital marketing methods, ensuring your important messages reach clients directly.
Use cases of texting
Maximize Your Financial Firm’s Potential with SMS Marketing
Customer service
Provide fast, efficient customer service by allowing clients to text their questions or concerns and receive timely, helpful responses.
Appointment reminders
Send automated appointment reminders to clients, reducing no-shows and ensuring they arrive on time for important meetings.
Payment reminders
Automate payment reminders to clients with overdue invoices, helping improve collections and minimize unpaid bills.
Collect feedback
Easily gather client feedback on your services through SMS surveys and use insights to enhance customer satisfaction.
Send text alerts
Keep clients informed with important updates, such as low account balances, tax return availability, or suspicious account activity.
Request essential documents
Use SMS to request important documents or details from clients, streamlining processes and reducing turnaround time.
Text marketing features
SMS marketing features for finance firms
Group Texting
​Use group texting to send messages to multiple clients at once. This can help save time and improve efficiency.
Text message marketing templates
-
What do you mean by credits?1 message = 1 credit. Message includes incoming and outgoing SMS. 1 MMS = 2 credits.
-
Can I use my existing landline for texting?Absolutely! You can text enable your existing landline number any day without any change in your current voice plan. You can even text enable your 10-digit VoIP number as well.
-
Can I use my existing VoIP number for texting?Yes, you can. You can text enable your VoIP number in seconds and can use it for your communication.
-
Can my customers text my landline number?Absolutely! Using Falkon SMS, you can send and receive messages with your landline number.
-
Do I need any additional hardware to enable texting?No. You don't need to buy any additional hardware to text. You just need a desktop/laptop through which you can text.
-
How do you count messages?We use credit system to count messages. 1 credit = 1 outgoing message/1 incoming message. Message can either be a text/MMS.
-
What if I go over my monthly allowance?If you reach your monthly allowance, your outgoing and incoming messages will be stopped. You can send and receive messages again if you recharge with an add-on/wait till the next month for renewal.
-
I have multiple phone numbers and want to text-enable them. Can I do it using Falkon SMS?Yes. You can keep multiple phone numbers under a single organization using Falkon SMS.