Text Messaging Built for Financial Services
Connect faster with clients, simplify appointment coordination, and increase trust with secure, real-time conversations—built for banks, credit unions, and advisory firms.
What You Can Do With TextUs
Explore powerful ways businesses use texting to connect, convert, and grow. From client outreach to CRM integration—SMS delivers real results.
Create Efficient Workflows
TextUs can be integrated with your existing CRM systems, enabling the automation of lead nurturing campaigns at scale. This automaton ensures that no lead goes cold and that communication is always relevant and timely.
Increase Advisor Productivity
Maximize the time your advisors spend building relationships with group broadcasts.
Automate Routine Tasks
Handle appointments, reminders, and follow-ups with unparalleled efficiency.
Track Texts in Your CRM
Capture messages in your database automatically.
Create Workflows
Use Keywords and Sequences to automate your workflow for more efficient communication.
Power of Text Messaging
Discover powerful stats that highlight just how fast, effective, and preferred SMS is compared to other channels. The numbers speak for themselves.
Power of Text Messaging
Discover powerful stats that highlight just how fast, effective, and preferred SMS is compared to other channels. The numbers speak for themselves. Explore high-impact messaging metrics that show how SMS accelerates communication and engagement in the lending industry.
89%
Of consumers prefer texting for business communication
45%
Response Rate for SMS vs. 6% for Email
95%
Texts are read within 3 minutes
Secure & Compliant SMS for Financial Services
TextUs enables secure, compliant SMS marketing for financial teams. Our platform supports SMS campaigns that protect personal information while following TCPA, CTIA, and GDPR standards.
The Preferred SMS Platform for Modern Agencies
TextUs helps marketing agencies and their clients convert more, connect smarter, and improve marketing performance. Whether you're managing lead generation for your own agency or running SMS campaigns for hundreds of clients, TextUs brings speed, scale, and data visibility to every conversation and conversion.
Create New Value for Your Clients
With white-label options, robust integrations, and automated outreach, you can turn SMS into a premium service that drives strong ROI for your clients and makes your agency stand out.
With opt-in tools and keywordresponses (“STOP,” “HELP”), we simplify consent management. Audit trails, SMStemplates, and SOC-2-level oversight reduce risk and help your business staycompliant.
Since standard text messages aren’tencrypted, we recommend secure links for sensitive data. This protects clientswhile enabling fast, useful messaging for every financial institution.
Our tools also prevent smishing withdelivery monitoring and role-based access. Whether you're sending a textmessage reminder or launching a new SMS campaign, TextUs helps you scalesecurely—with built-in safeguards and full visibility.
Texting Smarter Starts Here
Get expert advice, how-to guides, and stories from teams using texting to boost placements and save time.
Get A TextUs
Demo Today
Learn how thousands of businesses use TextUs daily to communicate in real-time.
TextUs gives financial services teams the tools to communicate quickly, securely, and at scale so earning business becomes a normal routine.
Performance SMS
that Delivers
TextUs gives financial services teams the tools to communicate quickly, securely, and at scale so earning business becomes a normal routine.