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Finance SMS Platform Built for Financial Leaders

Transform your client communications with our finance SMS platform that ensures banking-grade security, regulatory compliance, and seamless integration with your existing workflows.

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Use cases

From compliance alerts to portfolio updates, enable secure client communications across all financial touchpoints.

  • Investment updates

    "Market Alert: Your watchlisted stock XYZ has reached your target price of $150. Log into your secure portal to review your investment strategy. 📈"

  • Payment reminders

    "Your loan payment of $1,248.50 is due in 3 days. Reply YES to process automatic payment from your registered account, or visit [Link] to explore payment options. 🔔"

  • Security verification

    "For your security: We've detected a new device login to your account. Enter code 847591 to verify this attempt, or reply BLOCK to deny access. 🔐"

AI Agentic Workflows

Read all about our commitment to security, industry-leading integrations, and how we're building trust and partnerships to support your restaurant communications.

View all templates

  • Featured

    FAQ Flow

    Answering FAQs is repetitive and time-consuming, taking away from high-value tasks. At the same time, leaving common questions unanswered can frustrate potential customers and lead to lost revenue. The FAQ AI Agent eliminates this challenge by instantly responding to frequently asked questions, ensuring customers get the information they need without delays.

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  • Featured

    Follow Up

    Follow-ups are key to driving sales. This AI Agent automates the process by sending personalized, timely messages based on conversation history. Simply set a follow-up schedule, define any messaging preferences, and let AI take over.

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  • Featured

    Qualification

    The Qualification AI Agent instantly reaches out to new leads, asks the right qualifying questions, and filters out unqualified prospects. It engages in a conversational way, extracts key details, and seamlessly hands off the right leads to your sales team.

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  • Featured

    Qualification + Follow Up

    This is an AI agent that asks 3 qualifying questions to your top of funnel leads. If they drop off at any point during this qualification sequence, up to 3 follow ups are sent to the lead to engage them and finish the qualification sequence.

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Why our SMS app for financial industries is a game changer

  • Bring your own number

    Bring your own number

    Easily integrate your existing phone number with Clerk Chat.

    Keep your current phone carrier for calls while managing all financial communications with Clerk Chat’s finance SMS. Our platform ensures secure, compliant, and efficient interactions across major VoIP platforms.

    Get started
  • Stay compliant with Clerk Chat

    Stay compliant with Clerk Chat

    Effortlessly export message logs and archive financial conversations with Clerk Chat, simplifying your compliance with industry regulations.

    Speed up audits, protect sensitive client data, and ensure your communications are always secure and fully compliant with the latest financial standards.

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  • Enhance your financial team with AI

    Enhance your financial team with AI

    Clerk Chat's AI agent amplifies your team's capabilities, learning from your knowledge base to deliver consistent, on-brand finance SMS communication.

    From routine inquiries to complex client needs, our AI agent ensures every interaction is accurate, efficient, and perfectly aligned with your financial standards.

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  • Automate client communication

    Automate client communication

    Save time with Clerk Chat's SMS for finance by automating repetitive tasks and follow-ups through custom workflows.

    While Clerk Chat handles the details, you can concentrate on building strong client relationships and delivering top-notch financial services.

    Get started
  • 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
  • Cruz M.

    Professional Independent Marketer

    As a marketing professional, I had trouble communicating with my contractors because we used Slack and Teams, but they weren't always online. I spent months looking for a tool to help me send text messages or WhatsApp messages to them so they could log in to Zoom and Google Meets. Plus, Clerk Chat also allows me text my clients that I have on HubSpot CRM.

    Read more on G2
  • Katrina Bogany

    President of Fab Finishes, Inc.

    Clerk Chat is truly the missing piece of the puzzle with Teams! It makes Teams a complete communications solution, by adding the vitally important SMS texting functionality to the platform. In addition, Clerk Chat’s support is excellent.

    Read more on Trustpilot

#ScheduleDemo

Instant, secure, 1:1 and multiplayer messaging. No APIs, no developers, no fuss.

This ensures that customers receive swift responses, while also preventing any team member from becoming overwhelmed.

#Templates

Pre-approved finance SMS templates

More SMS templates

  • Appointment Reminder: "Hi [Client Name], this is a reminder for your appointment with [Advisor Name] on [Date] at [Time]. Reply 'YES' to confirm or 'RESCHEDULE' to choose a different time."

  • Payment Due Reminder: "Dear [Client Name], your payment of [Amount] is due on [Date]. Please ensure timely payment to avoid any late fees. Contact us if you have any questions."

  • Transaction Alert: "Alert: A transaction of [Amount] has been made on your account ending in [Last 4 Digits] on [Date]. If you did not authorize this, please contact us immediately."

  • Account Update Notification: "Hi [Client Name], your account details have been successfully updated. If you did not request this change, please contact our support team right away."

  • Tax Deadline Reminder: "Reminder: The tax filing deadline is approaching on [Date]. Ensure your documents are submitted on time to avoid penalties."

  • Security Alert: "Security Alert: Unusual login attempt detected on your account. If this was not you, please secure your account immediately by resetting your password."

  • Client Satisfaction Survey: "Hi [Client Name], we value your feedback! Please take a moment to complete our quick survey on your recent experience with [Service Name]. [Survey Link]"

  • Financial Advice: "Hi [Client Name], consider diversifying your portfolio to reduce risk and increase potential returns. Contact us for a personalized financial plan."

Essential finance SMS resources

Explore our comprehensive guides on secure messaging in finance, from regulatory requirements to implementation strategies, helping you build a robust communication framework for your financial institution.

Customers ❤️ Clerk Chat

Customer stories

Over 4 billion conversations happen across the leading messaging platforms today. Meet your customers across the channels they prefer, instantly.

  • “Text messaging is something we wanted to do for a long time. Clerk was the perfect solution. We use it for ride reminders, dispatch communication, and scheduling. It's really helped our workflow.”
    • Transportation

    “Text messaging is something we wanted to do for a long time. Clerk was the perfect solution. We use it for ride reminders, dispatch communication, and scheduling. It's really helped our workflow.”

    Aaron Stahl - Operations, Wexexpress

  • “Clerk helped us align with our mission of getting things done timely and well and giving our clients that first class service they come to us for.”
    • 💻 IT Technology

    “Clerk helped us align with our mission of getting things done timely and well and giving our clients that first class service they come to us for.”

    Jennifer Bennett - Founder, Get Desky

  • “Our efficiency increased. Our booking rate increased. Our closing rate increased. Integrating different software at one time turned out to be a lightbulb moment.”
    • 💻 IT Technology

    “Our efficiency increased. Our booking rate increased. Our closing rate increased. Integrating different software at one time turned out to be a lightbulb moment.”

    Kardo Creative

Find the right plan

Designed for every stage of your journey. Start today, no credit card required.

  • Free

    $0

    user / month

    For individuals:

    • 100 messages
    • Bring your own numbers

    Notes:

    • All features
  • Growth

    $9.99

    user / month

    For small businesses:

    • Unlimited messages*
    • 5000 Contacts
    • Bring your own numbers

    Notes:

    • Essential features
  • Ultimate Popular

    $19.99

    user / month

    For power users:

    • Unlimited messages*
    • Message campaigns
    • Bring your own numbers

    Notes:

    • Power features
  • Enterprise

    Custom

    user / month

    For larger enterprises:

    • Custom MSA
    • Defined SLAs
    • Custom Integrations

    Notes:

    • Dedicated account manager

Not sure which plan will fit your business?

We are here to provide and give you the detailed information.

FAQ

Have questions? We've got answers.

Find what you need quickly and clearly with our most frequently asked questions.