Modern Communication for Financial Services
Loved by teams. Trusted by IT. Built for compliance.
Integrations
Keep Your Team CommunicationSEC & FINRA Compliant
Seamless integration with your compliance, core banking, and contact center stack - deployed in days, not months.
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Global RelayGlobal Relay provides fully compliant, cloud-based electronic communications archiving, messaging, supervision, and eDiscovery solutions.
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SmarshSmarsh offers industry-leading solutions for capturing, storing, and monitoring communications, allowing customers to focus on growth while ensuring compliance.
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Microsoft PurviewComprehensive data governance and compliance solution that helps organizations manage, protect, and govern their data across various platforms and services.
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“We’re messaging more efficiently, but more importantly, we’re sending those messages with confidence, because we know we can stand behind every communication from a compliance standpoint.”
Trust & compliance
Recognized. Trusted. Branded.
There’s a right way to engage your customers - and it starts with trust.
Branded Messaging
With RCS your business logo, colors, and name establish authenticity and prevent fraud impersonation, ensuring members recognize legitimate communications.
Branded Calling
Display your business name and logo on member phones to reduce call screening, build trust and meet financial industry standards.
Verified
Your brand is verified and registered with phone carriers and regulatory bodies, so your customers always know it’s truly you reaching out.
Designed for Finance. Proven at Scale.
Engage clients on modern channels while meeting SEC, FINRA, FCA, MiFID II, and other compliance standards with confidence.
Omnichannel Communication
Engage customers where they are — across SMS, RCS, WhatsApp, and Voice.
Message Archival & eDiscovery
Export message & call logs for regulatory compliance (FINRA, SEC, GDPR).
Keyword Monitoring & Blocking
Real-time detection and blocking of prohibited terms, and instant alerts for policy violations.
Workflow Automation
Build intelligent workflows that mirror your specific banking processes — from loan pre-qualification to fraud escalations.
24/7 Multilingual AI Agents
Human-like AI agents handle balance inquiries, loan applications, fraud alerts, and account troubleshooting across voice and messaging.
Simplified Supervision
Configure compliance-ready controls with customizable member permissions that satisfy your regulatory requirements.
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See why top financial institutions trust Clerk Chat.
Read our guides
Resources to Accelerate Your Success
Practical guides, industry insights, and proven strategies to reduce costs while delighting customers across SMS, voice, and messaging.
Learn all about the rise of conversational AI in financial services, and the impact it can have on your business, with this expert guide from Clerk Chat.
Read the Article
July 30, 2025
Customers expect immediate answers, personalized experiences, and proactive service. Delivering exceptional customer service in financial services develops trust amongst clients.
Read the Article
April 3, 2025
Master the nuances of text message archiving for financial advisors, with this comprehensive guide and the powerful archiving and security features of Clerk Chat.
Read the Article
June 14, 2024
Security & Compliance you can trust
Protect your business communications with Clerk Chat’s secure, compliant platform. We make it simple to stay on top of industry standards without sacrificing ease of use.
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Data Privacy Guaranteed
Worried about data security and privacy when it comes to AI? We have you covered. Your data is never trained on or shared.
HIPAA Compliant
Every message, call, and AI interaction meets the highest standards for patient privacy and data security.
SOC2 Type II Certified
Benefit from opt-in/opt-out functionality, and seamless integration with SOC 2 Type II-certified protocols for reliable security across every interaction.
FAQ
Have questions? We've got answers.
Find what you need quickly and clearly with our 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.
