SMS for Financial Services

A Better Way To Prevent Fraud And Build Trust.

Trust is the cornerstone of financial services. Customers need to trust that their money is safe, that it will be handled responsibly, and that they will be instantly notified whenever an issue arises. That's where text messaging comes in. SMS is the most immediate, reliable, and attention-grabbing form of communication there is. Trumpia takes the power of the SMS platform and supercharges it with engagement tools and automation, meaning you will see the highest possible ROI while saving your staff valuable time.

Financial Services Industry Spotlight

Download the guide to see how you can leverage text messaging to keep your clients informed about important account information.

The SMS Advantage

Over 90% of adults keep their phone within arms-reach 100% of the time, letting you reach them anytime, anywhere.
Text messages have a 98% read rate, outperforming email’s 22% read rate.
SMS is perfect for verification, authentication, fraud alerts, and mobile app promotion.

Improve Member Satisfaction

Communicate with your Members

Our Two-Way Texting allows you to easily communicate with your members and have multiple threaded conversations. Better yet, you can do this using the business number you already own and operate. Text-enable your toll free or customer service number so that you don't have to use your personal number to engage with customers.

Answer Questions Instantly

Our Interactive Text Response (ITR) system can answer common questions customers may have immediately and without tying up your employees on the phone. Customers will appreciate the quick service and not having to wait on hold when your phone lines are busy.

Solicit Better Feedback With Surveys

Offering a better customer service experience is crucial to giving you a competitive advantage in the cut-throat world of finance. SMS surveys have a 98% read rate and are ten times more likely to be completed than traditional email or paper surveys. Trumpia goes beyond simple surveys, employing response based automation to communicate with members and employees based on demographic data, preferences or behavioral history.

Simplify Fraud Prevention

Our platform gives you many ways to prevent fraud and help you keep your members feeling protected.
- Two-Factor Authentication: Add another layer of security for creating an account, authenticating a new IP address, or any other possible ID theft by requiring a one-time passcode that’s either emailed or texted to your users when a suspicious activity is detected.
- Send Personalized Alerts: With our API you can set automatic SMS alerts for low balances, overdrafts, available credit, and unusually high charges. You can also notify customers of more routine activities like successful deposits or that a new card is in the mail.

Streamline Operations

Qualify Applicants with Smart Targeting

Trumpia’s unique Smart Targeting feature will allow you to send out the most relevant offers to qualified members. Based off of information you gather from your members, we can automatically set up messages to members that best match your loan programs or financial programs. You can filter contacts and lists by specific criteria, allowing you to send targeted promotions to members of certain branches, or send loan offers to members who are looking to buy a home when the interest rate drops.

Improve The Loan Process Through Automation

Generate more revenue by only sending the most relevant offers to members that will actually get read in real-time. Save time and energy by letting our system carry out the laborious, day-to-day manual tasks for you. Automation also lets you send messages based on customized conditions, like on each member’s birthday, reminders for important deadlines, or any other notification rules you set up. We can send automatic reminders while you move them through every step of things like the loan application process or retirement planning, or follow up with members who have incomplete applications.

Promote Your Programs

Create keywords that build your contact database or promote downloads of your mobile app. For example, ask customers to text “HomeLoans” to your short code number to collect their mobile number and send them your current rates. You can then follow up and send them offers when rates have fallen.

Enterprise Communication

Increase the Read Rate of Your Messages

With our convenient, omni-channel solution you can use it for both customer and in-house communications across SMS/MMS, email, voice, and social media so you don't leave anyone out.

Enterprise Grade Features:

Access control lets you set rights to features and data for each user, role, branch, and region. And with centralized reporting, your corporate office will be able to audit every department or branch to maintain quality.

Integrate SMS With Your Existing Systems

We offer full REST, HTTP, and SMTP APIs, so you can incorporate our features into your existing application. Plus we integrate with Salesforce and with other applications via Zapier in order to give you the most complete SMS messaging suite.

Unmatched Service:

We provide onboarding and live support to make sure you get the best ROI right out of the box - via phone call, online, or email support. Our account management team will help you implement SMS into your communications strategy and make sure you get the best ROI possible. And don't worry if you ever get lost, we have an amazing support team ready to help 365 days a year, including major holidays.