Bank texting your team trusts

Personal phones create blind spots. With banking SMS, every conversation runs through your institution's number, not a rep's device. You get roles, ownership, audit logs, and quiet hours; advisors keep fast, natural back-and-forth. No more 'Who has that thread?' moments - everything lives in one place your team can actually supervise.

Yes. We light up your existing business numbers and respect the call and queue logic you already run. Incoming texts route by skills, branch, or relationship owner, and handoffs keep the transcript intact. The net effect: fewer dropped balls, cleaner coverage, zero renumbering drama for clients using text message banking.

Security is table stakes: access controls, audit trails, encrypted transport, and exportable records are standard. We align to SOC 2, ISO 27001, and GDPR practices, and we'll share a security pack for review. You decide retention and who can see what; we enforce opt-ins and quiet hours so risk teams stay comfortable with SMS for banks.

It lives where your people already work. Advisors send and receive inside Microsoft Teams, Slack, Salesforce, or the web app. Admins get APIs and webhooks to trigger workflows, enrich contacts, and mirror records to supervision or archives. That's how text banking software earns adoption: no tab hopping, no retraining marathon.

Start with your institution's verified identity and consistent sender profile, then add opt-in receipts and clear opt-out handling. Templates help teams say the right thing without sounding robotic, and rate controls protect number reputation. Clients learn to trust the pattern, which is the heart of safer banking SMS at scale.

Think of AI as the punctual assistant - fast on routine, careful with anything sensitive. It confirms identity with the checks you allow, answers common questions, schedules callbacks, and routes to the right person when judgment is needed. You set tone, escalation rules, and red-lines it should never cross. Every handoff includes transcripts, so supervisors can review and coach.

Keep it. We log message content, metadata, ownership, and timestamps, then export or forward via API/webhooks into the archive you trust. Supervision sees a single, consistent record - email, chat, and text side by side - so investigations stop bouncing between systems. That's the practical path for compliant SMS banking service.

They do when used wisely. Where supported, interactive cards let clients confirm appointments, pick payment options, or tap to talk - fewer misfires, clearer intent. When a device can't handle rich features, we fall back to standard SMS/MMS without breaking the flow. Clients get a steady, predictable experience from your text message banking program.