Bank SMS Solution

Update customers with available balance notifications, reminders for bill pay, or changes to deposit amounts with our SMS banking solution. Integrate text messaging into your communication strategy, providing instant, personalized support that meets the modern customer's expectations. Start leveraging the power of Clerk Chat today.

Instant and secure banking interactions at your customers' fingertips!

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Trusted by 1000+ brands on Microsoft Teams

From startups to the Fortune 500, Clerk Chat is the most visual and simple way for your team to unlock conversational messaging.

Unleashing the Power of Mobile SMS Banking

Email and phone calls have their place, and SMS bank solutions do, too. The many unique advantages can significantly enhance your bank’s communication strategy.

Customer Service and Support
Sophia Martinez 10:15 AM
“Hi there! Need help with your account? Just text us here, and we'll get you sorted in no time. 🏦💬”
Payment Reminders and Collection
Anthony Thompson 2:45 PM
“Friendly reminder: Your credit card payment is due on 05/15. Avoid late fees! Pay now via our app or reply HELP for assistance. 💳”
Secure Document Sharing
Amelia White 9:30 AM
“You've got documents waiting! Securely download your loan paperwork using this link: [Secure Link] 📄🔐”

SMS Banking: Bridge the Gap Between Customers and Staff

Account updates, troubleshooting, feedback requests - Clerk Chat's SMS banking solution helps you do it all. Explore our innovative features designed to revolutionize your financial institution's communication strategy.

Group SMS
Blast your message across the crowd! Perfect for instant buzz, saving you time while amplifying your reach
AI Assistant
Engage with the charm of AI: instant, smart replies that keep your customers hooked and happy
Message Threads
Never lose track again. Fluid conversations that keep you connected and your customers engaged
Custom Signatures
Make every message uniquely yours with custom signatures. Boost your brand with every send
Schedule Messages
Hit the right moment! Schedule your messages for maximum impact and never miss a beat
Instant Number Activation
Instantly message-enable your current numbers. Compatible with top VoIP services. Call as usual, chat better

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What our users say

See what our customers are saying about Clerk Chat.

Jeff Gelwix
President @ Sonic Drive-in
Clerk Chat is a beautifully built solution that is flexible, customizable, intuitive, and perfect for collaboration. We love the Clerk Chat platform, but what we love even more is how amazing and caring the team behind it is.
Read more on Trustpilot
Stella Fulman
CTO @ Audiology Island
Clerk has revolutionized how our office communicates with patients. Our patients have given us great feedback on how easy communication has become with our staff. We’ve always prided ourselves on being industry leaders for hearing treatment; now, we can be industry leaders for technology, too.
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James Patrick
Co-Founder @ Clayton Asset Group
What sets Clerk Chat apart is its robust compliance features, which enable us to maintain the highest standards of data security and regulatory adherence. We can confidently recommend Clerk Chat to any financial institution seeking a reliable and compliant solution for text messaging and WhatsApp.
Read more on G2
Jessica Szekalski
Owner @ Sunflower MediSpa
Not only do I LOVE this platform, but the support team is wonderful. A real, and very pleasant person responded quickly when I had a question and worked with me closely to make sure I could accomplish what I was trying to do - even taking the time to do a virtual screenshare meeting with me. Highly recommend!
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Ronald Savage
Founder @ Greenworks Realty
I have used many tools over the last 5 years to communicate with my customers over SMS and Clerk has been, by far, the fastest and easiest way to get setup. In no more than 5 minutes I had a phone number connected to a Salesforce channel and was communicating seamlessly with customers.
Read more on Trustpilot
Trustpilot reviews
4.8 out of 5 based on 127
G2 reviews
4.9 out of 5 based on 108

Connect your existing applications.

We've built native integrations into the leading applications such as Slack, Microsoft Teams, and Salesforce. Get verification codes using our non-voip numbers, and leverage the power of SMS wherever your team lives

Slack SMS
Bring your business phone to Slack and start text messaging your customers in real-time
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Microsoft Teams SMS
Send and receive text messages with your existing contacts, and leads natively in Microsoft Teams
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2FA Authentication
Receive your account verification codes easily, and securely from all online services
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Salesforce SMS
Send and receive text messages with your existing contacts, leads natively in Salesforce
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Slack
Bring your business phone to Slack and start text messaging your customers in real-time
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Microsoft Teams
Send and receive text messages with your existing contacts, and leads natively in Microsoft Teams
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Shopify
Use SMS to send promotions, remind about abandoned carts, and distribute coupons to customers.
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Global Relay
Sync your messages with the leading compliance provider, Global Relay, to ensure regulatory compliance.
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Microsoft Purview
Automatically export your conversation logs for automatic discovery and audit purposes.
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Smarsh
Receive your account verification codes easily, and securely from all online services
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Azure Storage
Receive your account verification codes easily, and securely from all online services
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Salesforce
Bring your business phone to Slack and start text messaging your customers in real-time
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Microsoft Outlook
Send and receive text messages with your existing contacts, and leads natively in Microsoft Teams
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Hubspot
Receive your account verification codes easily, and securely from all online services
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Microsoft Dynamics
Receive your account verification codes easily, and securely from all online services
Learn more

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#FAQ

Helpful answers

We know there's a lot to learn and read about all that Clerk Chat can do. Here are some of the most frequently asked questions.

SMS banking is a service that allows customers to perform banking transactions and receive account information via text messages on their mobile devices. Clerk Chat's SMS banking solution enables financial institutions to provide secure, convenient, and instant communication with their customers.
Clerk Chat prioritizes the security of your SMS mobile banking experience. Our platform is compliant with SMS regulations and protects customer data. Additionally, Clerk Chat is hosted on AWS, which is FedRAMP authorized, ensuring the highest standards of security and reliability.
Yes, Clerk Chat understands why banks rely on CRM systems and other business applications. Our platform integrates with tools like Slack, Microsoft Teams, Salesforce, and more. This allows your financial institution to streamline communication processes and enhance customer interactions.
Use Clerk Chat manually or enable the AI agents to answer questions about appointment reminders, transaction alerts, or account notifications. Respond in real-time and provide personalized messaging to position yourself as a customer-centric business. Enable SMS banking and utilize finance SMS capabilities to offer instant support, reducing response times and enhancing the overall customer experience in the financial sector.
Yes, Clerk Chat ensures the safe delivery of account verification codes via SMS. Our secure messaging platform protects your customers' data while providing a convenient way to verify their accounts and complete transactions.
Clerk Chat allows businesses to customize their contacts with details like phone, email, company, payment, client, promotion, etc. This feature helps in segmenting your audience and running a targeted SMS banking campaign.