Streamline Client Communications with SMS for Wealth Management
Enhance client engagement and simplify appointment reminders
Boost Client Trust and Engagement with SMS
SMS messaging offers a direct and personal way to keep clients informed about their portfolios, schedule appointments, and receive timely updates. It's a cost-effective strategy to build trust and improve client satisfaction in wealth management.
With SMS, wealth advisors can send personalised alerts, secure confirmations, and deliver important market news, all while maintaining compliance and professionalism.
Appointment Reminders
Notify clients of upcoming meetings or consultations, reducing no-shows and ensuring they stay engaged.
Market Alerts
Send real-time updates on market movements or important financial news to keep clients informed.
Document Confirmations
Securely confirm document signing or transaction details via quick SMS responses.
Client Feedback
Gather client feedback swiftly after meetings or service interactions to improve your offerings.
Event Invitations
Invite clients to seminars or financial planning sessions directly via SMS.
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 Wealth Management
Real-world examples to engage your clients effectively
Dear John, your portfolio review is scheduled for tomorrow at 3 pm. Please reply to confirm your attendance.
Dear Sarah, market update: The ASX closed up 1.2% today. Call us for your investment review.
Your required documents are ready for signing. Please follow the link to complete securely: [link]
Thank you for meeting with us today. We value your trust. Please reply with any questions.
Powerful and Affordable SMS Solutions
Affordable messaging with rates starting at just 2¢ per message, tailored for wealth management firms.
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 with SMS
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Sign Up and Purchase Credits
Register your account and buy credits at 2¢ per message, the easiest way to start sending SMS to your clients. -
Import Your Client Contacts
Upload contact lists securely to target the right clients with tailored messages. -
Write and Send Your Messages
Create personalised SMS messages quickly within our platform and send them instantly or schedule for later. -
Achieve Better Client Engagement
Receive positive responses, book more meetings, and improve your clients’ experience hassle-free.
Start Connecting with Clients Today
Unlock the power of SMS to build trust, improve communication, and grow your wealth management practice. Get started now with our affordable plans.