Clerk Chat Clerk Chat

Modern Communication for Financial Services

Loved by teams. Trusted by IT. Built for compliance.

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  • 2nd Address
  • FranklinStreet
  • Itv
  • Hudson PRO
  • Zipcar
  • Visasq Coleman
  • Choreo
  • Canva
  • Girl Scouts
  • SHI

Integrations

Keep Your Team Communication
SEC & FINRA Compliant

Seamless integration with your compliance, core banking, and contact center stack - deployed in days, not months.

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  • Global Relay

    Global Relay provides fully compliant, cloud-based electronic communications archiving, messaging, supervision, and eDiscovery solutions.

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  • Smarsh

    Smarsh offers industry-leading solutions for capturing, storing, and monitoring communications, allowing customers to focus on growth while ensuring compliance.

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  • Microsoft Purview

    Comprehensive data governance and compliance solution that helps organizations manage, protect, and govern their data across various platforms and services.

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  • Choreo’s approach to keeping client communication compliant with Clerk Chat

      “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.”

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    • CMS achieves 92% automation in lead qualification with Clerk Chat AI

      • 92%

        Lead Qualification

      • < 5 sec

        Response Times

      “Our goal has always been to build something we'd be proud to use ourselves. If our AI couldn't deliver for our team, we'd never expect it to deliver for yours. That's the bar.”

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    • How Clerk Chat’s own AI agent deflected 93% of support

      • 93%

        Deflection Rate

      • +50%

        Faster Resolution

      “Our goal has always been to build something we'd be proud to use ourselves. If our AI couldn't deliver for our team, we'd never expect it to deliver for yours. That's the bar.”

      Alexander Haque Co-Founder at Clerk Chat

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    • Concierge auto service transforms lead qualification with Clerk Chat

      • +25%

        Qualified leads

      • 1000+

        AI messages sent daily

      • 100+

        CRM updates made by AI daily

      “By introducing Clerk Chat AI into our business we've completely transformed our communication with leads, leading to more conversations with qualified leads, and increased sales in our first month with Clerk Chat”

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    • How Audiology Island stays connected with patients

      • +20%

        Staff efficiency

      • 15K+

        Total messages sent

      • +30%

        Increase in appointments

      “Our patients and families are busy. Being able to communicate with everyone through text messaging has been critical.It allows us to be more responsive to patient needs and provide a higher level of personalized care.”

      Stella Fulman Co-Founder at Audiology Island

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    Trust & compliance

    Recognized. Trusted. Branded.

    There’s a right way to engage your customers - and it starts with trust.

    • Branded Messaging

      Branded Messaging

      With RCS your business logo, colors, and name establish authenticity and prevent fraud impersonation, ensuring members recognize legitimate communications.

    • Branded Calling

      Branded Calling

      Display your business name and logo on member phones to reduce call screening, build trust and meet financial industry standards.

    • Verified

      Verified

      Your brand is verified and registered with phone carriers and regulatory bodies, so your customers always know it’s truly you reaching out.

    RCS Incoming call

    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

      Omnichannel Communication

      Engage customers where they are — across SMS, RCS, WhatsApp, and Voice.

    • Message Archival & eDiscovery

      Message Archival & eDiscovery

      Export message & call logs for regulatory compliance (FINRA, SEC, GDPR).

    • Keyword Monitoring & Blocking

      Keyword Monitoring & Blocking

      Real-time detection and blocking of prohibited terms, and instant alerts for policy violations.

    • Workflow Automation

      Workflow Automation

      Build intelligent workflows that mirror your specific banking processes — from loan pre-qualification to fraud escalations.

    • 24/7 Multilingual AI Agents

      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

      Simplified Supervision

      Configure compliance-ready controls with customizable member permissions that satisfy your regulatory requirements.

    Book Your Personalized Demo Today

    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.

    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

      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

      HIPAA Compliant

      Every message, call, and AI interaction meets the highest standards for patient privacy and data security.

    • SOC2 Type II Certified

      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.