Loved by businesses across all industries
Financial Messaging Service
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 for Financial Institutes
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 for Finance
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 financial messaging
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.
Financial SMS 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.
Finance SMS marketing templates
SMS Templates for Banking, Finance, Accounting and Tax firms
