Fund Managers Leveraging SMS for Client Engagement
Streamline communications and keep clients informed with targeted messages
Enhance Client Relations with SMS
SMS allows fund managers to deliver timely updates, portfolio insights, and appointment reminders directly to clients' phones. It’s a cost-effective way to foster trust and transparency.
Engage clients effortlessly with personalised messages about market changes, fund performance, or upcoming meetings, ensuring they stay informed and confident in their investments.
Portfolio Updates
Send clients quick summaries of their fund performance or market movements to keep them engaged and informed.
Meeting Reminders
Remind clients about upcoming meetings or calls to improve attendance and preparation.
Regulatory Notices
Distribute important compliance information or regulatory updates swiftly to all clients.
Event Invitations
Invite clients to webinars, seminars, or strategy sessions via personalised SMS invites.
Feedback Requests
Gather client feedback after meetings or service interactions for continuous improvement.
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 Fund Managers
Realistic messages that engage your clients effectively
Dear Olivia, your portfolio has increased by 1.2% this quarter. View details in your secure client portal.
Hi Liam, just a reminder about your meeting tomorrow at 3 PM to discuss your investment strategy.
Important: New compliance regulations are now in effect. Please review the updated guidelines sent to your email.
You're invited to our upcoming webinar on market trends. Join us on Thursday at 5 PM to hear expert insights.
Powerful SMS Platform for Fund Managers
Affordable messaging with rates starting at just 2¢ per message. Simplify your communication processes today.
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.
How to Get Started with SMS Marketing
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Sign Up for an Account
Create your free account and explore our user-friendly platform designed for fund managers. -
Purchase Message Credits
Buy credits at just 2¢ per message to start sending SMS campaigns to your clients. -
Import Your Client Contacts
Upload your contact list securely and organise your contacts into targeted groups. -
Compose and Send SMS Campaigns
Easily write personalised messages, schedule them, and monitor delivery success effortlessly. -
Achieve Better Client Engagement
Boost transparency, improve communication, and see positive responses from your clients.
Start Connecting with Clients Today
Efficient, affordable SMS messaging helps you stay top of mind and enhance your client relations. Get started now to experience the benefits.