logo Clerk Chat
MENU
We understand how important it can be to choose the right product and service.

Our account manager is online, book a demo and get a free professional consultation.

Alexander Haque Co-Founder at Clerk Chat
Alexander Haque

Co-Founder at Clerk Chat

Text Messaging Efficiency and Security with Finance SMS

Looking for a better way to text your financial clients? Clerk Chat makes it super easy (and secure!) to send text messages, reminders, and updates with SMS for finance. We’re SOC2 Type2 certified and meet compliance standards. Transform your finance SMS strategy with Clerk Chat, the premier business texting platform.

Give it a try for instant, secure, and compliant messaging!

Start for free
View Pricing

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

Maximize Productivity and Compliance with an SMS Service for Financial Industries: A Scalable Communication Solution

Need an SMS app for financial industries that grows and adapts with your business? Clerk Chat's platform is easy to scale. Whether you’re a small credit union or a large bank, it’s simple to add users and manage permissions as your team expands.

  • 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. 😊'

Key Features of Our SMS App for Financial Industries

Connect and engage (quickly!) with Clerk Chat’s app for finance SMS. Features designed for you - but really with your clients in mind!

  • Real-Time Conversations

    Chat with clients instantly, answer questions immediately, and resolve issues quickly

  • AI-Powered Support & Sales

    Our AI assistant handles inquiries and trains easily via an editable and easily accessible knowledge base

  • Templates & Workflows

    Create pre-written snippets for common messages and set up automatic workflows for repetitive messaging

  • Collaboration

    Control who sees what with adjustable access levels

  • Reminders & Notifications

    Send automated payment options, account updates, appointment confirmations, all via SMS. It’s convenient for you AND your clients

  • Integrate with Your Existing Tools

    Clerk Chat integrates with popular applications like Global Relay, HubSpot, and Microsoft Azure

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

Dive into the latest trends in business texting

Read more Posts

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, if interested in Global Relay text message archiving or Smarsh archiving, Clerk Chat connects with these platforms through integrations found in your Clerk Chat settings.
  • 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.
  • Definitely! Clerk Chat provides an option for AI agents, designed for an SMS service for financial industries. These agents can be set to respond instantly or with an option for a delayed response, allowing you to review or edit the content before it’s sent.
  • Clerk Chat offers analytics to help businesses measure the impace of your finance SMS campaigns. Discover the total messages sent and received and filter results by specific inboxes or time periods to get a performance view.

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

Get started for free

Don’t need a demo?

Let’s get started