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Alexander Haque Co-Founder at Clerk Chat
Alexander Haque

Co-Founder at Clerk Chat

Finance SMS Solution

Transform your finance SMS strategy with Clerk Chat, the premier business texting platform. Connect seamlessly with clients, enhance security, and streamline communication, all while staying compliant. Elevate your finance game today.

Instant, secure, and compliant messaging at your service!

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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.

  • Remax
  • 2nd Address
  • Itv
  • Slack
  • Samsung Next
  • Sonic
  • Zipcar
  • Canva
  • brand

SMS Service for Financial Industries: A Scalable Communication Solution

Clerk Chat's text finance solution is easy to scale. Adding more users and granting access to specific features is seamless. Whether it’s a small credit union or a large bank, SMS adapts to organizational growth.

  • Compliance and Secure Messaging

    Samantha Brown 10:15 AM

    “Your verification code for account access is 4523. Please do not share this code with anyone. Your security is our top priority. 🔒”

  • Secure Transaction Alerts and Notifications

    David Miller 1:45 PM

    “Alert: Your account was just charged $200 for an online purchase. Was this you? Reply YES or NO. 🛡️”

  • Customer Support and Inquiry Handling

    Olivia Davis 9:30 AM

    “Hi there! Your current account balance is $5,320.75. Need more details? Just reply here. 😊”

Timely and Efficient Finance SMS Communication with Clerk Chat's Features

Clerk Chat's innovative features allow real-time communication with clients. It’s fast, preferred, and ensures quick issue resolution for text finance interactions. Conveniently send SMS reminders for payments or account updates.

  • 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

See all Features

Customers Love Clerk Chat

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

    Doctor of Audiology @ 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.

    Read more on Trustpilot
  • 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!

    Read more on Trustpilot
  • 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 reviews

     G2 reviews

    4.9 out of 5 based on 108 reviews

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
    Slack SMS

    Bring your business phone to Slack and start text messaging your customers in real-time

    Learn more
  • Microsoft Teams SMS
    Microsoft Teams SMS

    Send and receive text messages with your existing contacts, and leads natively in Microsoft Teams

    Learn more
  • 2FA Authentication
    2FA Authentication

    Receive your account verification codes easily, and securely from all online services

    Learn more
  • Salesforce SMS
    Salesforce SMS

    Send and receive text messages with your existing contacts, leads natively in Salesforce

    Learn more
  • Slack
    Slack

    Bring your business phone to Slack and start text messaging your customers in real-time

    Learn more
  • Microsoft Teams
    Microsoft Teams

    Send and receive text messages with your existing contacts, and leads natively in Microsoft Teams

    Learn more
  • Shopify
    Shopify

    Use SMS to send promotions, remind about abandoned carts, and distribute coupons to customers.

    Learn more
  • Global Relay
    Global Relay

    Sync your messages with the leading compliance provider, Global Relay, to ensure regulatory compliance.

    Learn more
  • Microsoft Purview
    Microsoft Purview

    Automatically export your conversation logs for automatic discovery and audit purposes.

    Learn more
  • Smarsh
    Smarsh

    Receive your account verification codes easily, and securely from all online services

    Learn more
  • Azure Storage
    Azure Storage

    Receive your account verification codes easily, and securely from all online services

    Learn more
  • Salesforce
    Salesforce

    Bring your business phone to Slack and start text messaging your customers in real-time

    Learn more
  • Microsoft Outlook
    Microsoft Outlook

    Send and receive text messages with your existing contacts, and leads natively in Microsoft Teams

    Learn more
  • Hubspot
    Hubspot

    Receive your account verification codes easily, and securely from all online services

    Learn more
  • Microsoft Dynamics
    Microsoft Dynamics

    Receive your account verification codes easily, and securely from all online services

    Learn more
See all integrations

Related Blog Posts

See what our customers are saying about Clerk Chat

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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.

  • Clerk Chat is the leading finance SMS platform that enables businesses to transform their landline into a textable phone number. Promptly notify customers about account activities, transactions, and security alerts. Send SMS reminders before appointments, for better time management. It integrates with Microsoft Teams, Salesforce, and other popular platforms to streamline conversations and enhance customer support.
  • Clerk Chat is a secure messaging platform that protects customers' data and follows strict SMS compliance regulations. It ensures safe delivery of account verification codes and has an easy opt-out process for all subscribers. Additionally, confirm opt-in or opt-out directly from the contact details.
  • Yes, Clerk Chat enables businesses to send images, documents, or other files over SMS, making it an ideal solution for sharing important financial information securely and efficiently. SMS simplifies document exchange.
  • 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 targeted finance SMS campaigns with ease.
  • Yes, Clerk Chat provides AI agents that respond on-time or with an option for a delayed response offering a chance to review or edit content before sending. These AI assistants connect to your Knowledge Base (uploaded documents) or other data warehouse and learn about your company, ensuring efficient handling of text finance and SMS banking inquiries.
  • Clerk Chat provides analytics that allow businesses to discover total messages sent, received, and reply rate. Filter by inbox, and fine-tune your SMS strategies for better results.

Book a demo

Join us for a 1 on 1 demo with our team where we'll dive into your use case and show you what Clerk can do.

Text Us - (888) 572-5375

Talk to a real customer success specialist, respond in less than 90 seconds from 8:00 am to 6:00 pm EST.

"Conversational messaging is transforming the way companies engage with customers. Start creating personalized concierge-style conversations today."

Alexander Haque

Alexander Haque

Co-Founder at Clerk Chat

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