Financial Planners Boost Client Engagement with SMS
Secure better communication and appointments today.
Enhance Client Communication with SMS
SMS is a cost-effective way for financial planners to stay connected with clients. It ensures timely updates, appointment reminders, and easy communication, building trust and reliability.
Using SMS, financial planners can send personalised advice, important deadlines, and follow-up messages directly to clients' phones, increasing engagement and satisfaction.
Appointment Reminders
Send automatic reminders to clients about upcoming meetings to reduce missed appointments.
Secure Document Notifications
Notify clients when new statements, updates, or documents are ready for viewing.
Follow-Up and Feedback
Send follow-up messages after meetings to gather feedback or confirm next steps.
Market Updates
Share timely financial news or investment tips with clients to keep them informed.
Client Onboarding
Use SMS to guide new clients through onboarding processes efficiently.
Bulk SMS at 2¢ per SMS
Exceptional SMS pricing starting at just 2¢ per message with your first purchase.
100% Direct Delivery
Messages delivered directly to Australian carriers for maximum speed and reliability.
FREE Dedicated Number
Get a free virtual number to send and receive SMS messages, perfect for 2-way chat.
Sample SMS Messages for Financial Planners
Real-world messages that build trust and efficiency.
Hello John, just a reminder of your upcoming financial review on Wednesday at 10 AM. Reply 'Yes' to confirm or 'Reschedule'.
Your latest statement is now available online. Log in to your portal to review your portfolio update.
Hi Sarah, don’t forget your appointment with our team tomorrow at 3 PM. Looking forward to seeing you!
Thank you for your recent investment consultation. We’ll follow up soon with tailored advice based on your goals.
Affordable SMS Platform for Financial Planners
Get started today with rates starting at just 2¢ per message and improve your client communication effortlessly.
Import Your Contacts in Bulk
Easily organise your contacts by uploading spreadsheets and managing them with lists.
Personalise Your Messages
Send personalised messages with each customer's name and other relevant details.
Two-way SMS Messaging
Easily engage with your customers and clients through free two-way messaging.
Automatic Opt-Outs
Include an automated opt-out option to let customers easily unsubscribe from messages.
SMS Message Templates
Create, save, and reuse text messaging templates to reduce time and streamline your communication.
Custom Sender ID
Send your SMS from your business name or a dedicated number to boost your brand identity with customers.
Schedule Messages
Scheduling your SMS messages lets you reach your audience at the perfect time without needing to be online.
Unlimited Users
Give trusted users access to your account, without having to share your login details. Everyone in your team can login.
Add Emojis to Your Messages
Bring your messages to life with emojis. Add personality, emotion and impact to your texts to make them stand out.
Send Messages in Any Language
Send messages in any language your customers speak. With full Unicode support, you can communicate in Chinese, Arabic, Japanese and more.
Simple Steps to Get Started
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Sign Up and Purchase Credits
Create your account and buy SMS credits at just 2¢ each to start sending messages to your clients. -
Import Your Client Contacts
Upload your client database quickly and securely to begin personalised communication. -
Write and Send Messages
Create targeted messages using our easy platform and send them instantly to your clients’ phones. -
Achieve Better Business Results
Enjoy improved appointment attendance, faster communication, and enhanced client satisfaction.
Start Improving Client Communication Today
Join other successful financial planners using SMS to build trust, improve engagement, and grow your business. Sign up now!