SMS Texting Solutions for Financial Services
Secure, Compliant Messaging for Banks, Insurance, and Financial Institutions
TrueDialog’s finance SMS platform helps financial institutions streamline communication, reduce fraud, and improve customer engagement. Whether you’re sending alerts, verifying identities, or managing loan servicing, our secure and compliant messaging tools are built for scale and reliability. Request a Demo to see how TrueDialog can support your financial operations.
Driving Impact for Thousands of Brands
TrueDialog is a trusted partner in financial messaging services, delivering fast, reliable SMS solutions to leading banks, credit unions, insurance providers, and fintechs.
“TrueDialog allows us to deliver content-rich messages…and engage in direct two-way communications with our customers.”
Streamline Loan Origination, Servicing, and Payments
TrueDialog enables financial institutions to provide borrowers with real-time updates on application status, payment reminders, and critical account alerts. These automated, secure notifications help reduce late payments, improve engagement, and enhance compliance.
Use cases include:
- Loan Status Updates: Keep borrowers informed throughout the process.
- Payment Reminders: Reduce delinquency with timely nudges.
- Fraud Alerts: Notify customers instantly of suspicious activity.
- Appointment Confirmations: Improve attendance for financial consultations.
Our platform supports both one-way and two-way texting, allowing for real-time customer support and personalized service.
Powerful Connections for Real-Time Communication
Reduce administrative workload and enhance customer service with instant SMS alerts. TrueDialog’s enterprise-grade API has native, pre-built integrations for CRM systems, allowing seamless integration for Hubspot, Salesforce Marketing, Sales Cloud and Microsoft Dynamics. For all other systems, such as Loan Management Systems, True Dialog provides an API to enable you to build your own integrations.
Explore TrueDialog’s native, pre-built integrations for CRM systems to connect messaging with your existing workflows.
Built for Compliance and Security
TrueDialog is built to meet the strict regulatory requirements of the financial industry.
Our platform supports:
- TCPA compliance and opt-out management
- SOC 2 and TX-RAMP certifications
- Secure short codes and dedicated numbers
- Detailed audit trails and message logs
With our sms app for financial industries, you can confidently send sensitive information while maintaining compliance.
Platform Features That Drive Growth
TrueDialog offers a robust set of features tailored for financial institutions:
- Mass texting service for businesses
- Two-way, multi-threaded messaging for real-time customer support
- Native CRM integrations plus a powerful API that integrates with Loan Management and other systems
- Analytics and reporting to optimize campaigns
- AI-powered deliverability scoring with TrueDelivery™
These tools help financial institutions deliver smarter, more effective financial messaging at scale.
Proven Results: LCO Financial Services Case Study
LCO Financial Services, a sovereign lender, partnered with TrueDialog to overcome major deliverability issues and build trust with customers. By provisioning a dedicated short code and using TrueDelivery™, an AI-powered deliverability scoring tool, they achieved:
- 100% Improvement in Deliverability
- 75% Reduction in Messaging Costs
- Enhanced Customer Trust and Engagement
“TrueDialog genuinely demonstrated interest in our unique needs. The onboarding team supported us through the short code provisioning process and ensured we were operational within the expected timeframe. I call that a win.”
See TrueDialog in Action
Discover how our SMS platform streamlines communication and drives engagement for financial services companies.
Get started today