Finance SMS Software

For banking professionals and fintech employees, our SMS broadcast and text message banking service is the game-changer you’ve been waiting for. Experience a seamless communication journey powered by our cutting-edge technology, tailored for both customer care and marketing outreach.

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

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

Compliance & Security in Finance SMS

Finance SMS must meet high standards for security, privacy, and regulatory compliance. Financial institutions handle sensitive data, which makes secure communication essential. With TextUs, finance professionals can confidently use text messaging to engage clients while protecting their information.

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.

Our SMS service includesbuilt-in safeguards like opt-in and opt-out tracking, ensuring compliance withlaws like TCPA, GDPR, and industry-specific requirements such as FINRA. Everytext message is logged for audit purposes, and client communication records areencrypted and permission-based. Whether you're sending a simple SMSnotification or a payment reminder, your message is protected end-to-end.

 

TextUs also supports consentdocumentation and secure message delivery, making it ideal for financialservices teams that need to maintain accountability while improvingcommunication. With our platform, banking and fintech organizations can adoptSMS banking services without risking compliance violations.

 

Financial institutions mustalso consider varying state regulations, evolving privacy standards, andinternational data handling laws when deploying SMS banking services. TextUsstays current with these requirements, giving finance professionals peace ofmind that their SMS message workflows are built on a compliant foundation.

 

Our SMS service includesaudit trails, delivery confirmations, and opt-out management—all crucial forreducing risk and improving transparency. In a landscape where trust iseverything, secure text messaging is no longer optional. It’s a vitalcommunication strategy that supports stronger customer relationships and meetsthe demands of modern financial services operations.

Resources

Texting Smarter Starts Here

Get expert advice, how-to guides, and stories from teams using texting to boost placements and save time.

Webinar

Text Where Deals Happen: Boost Sales Velocity with SMS Inside Salesforce

Template

Holiday Recruiting Text Message Templates

If you are hiring seasonal help in retail or hospitality, you need these SMS templates to recruit the staff to deliver a quality customer experience.

Case Study

How Barilla Uses TextUs for Employee Engagement

Barilla chose TextUs as a mass text messaging service to enhance employee communication. TextUs is easy to use for HR teams.

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.